> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pockla.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting Set Up

> Create your account and let Pockla learn about your business

This guide walks you through setting up your Pockla account. The onboarding process uses AI to understand your business, so Pockla can help you create personalized outreach from day one.

## Prerequisites

* Modern web browser (Chrome, Firefox, Safari, Edge)
* Your company website URL

## The Onboarding Flow

When you sign up, Pockla guides you through a 4-step wizard that analyzes your company and sets up your account.

<Frame caption="Full onboarding flow walkthrough">
  <video autoPlay muted loop playsInline className="w-full rounded-lg" src="https://mintcdn.com/pockla/v59FtjWM8D6AW9ba/videos/onboarding-flow4.mp4?fit=max&auto=format&n=v59FtjWM8D6AW9ba&q=85&s=7e358b4a8e589a95532368cdb792afa1" data-path="videos/onboarding-flow4.mp4" />
</Frame>

<Steps>
  <Step title="Enter Your Website">
    Navigate to [app.pockla.io](https://app.pockla.io) and enter your company website URL.

    Pockla will:

    * Connect to your website
    * Read your homepage content
    * Analyze your company profile
    * Generate suggested objectives

    <Frame caption="Website entry step showing URL input field and 'Analyze' button">
      <img src="https://mintcdn.com/pockla/u-3drTgZOvHsZmnh/screenshots/Enter-Your-Website.png?fit=max&auto=format&n=u-3drTgZOvHsZmnh&q=85&s=55e8b384142adcb5efb9312987205158" alt="Enter Your Website step" width="4047" height="2160" data-path="screenshots/Enter-Your-Website.png" />
    </Frame>
  </Step>

  <Step title="Confirm Your Profile">
    Review the AI-generated company name and description. You can edit these if they're not quite right.

    This information helps Pockla understand what you do and who your customers are.

    <Frame caption="Confirm step showing editable company name and description fields">
      <img src="https://mintcdn.com/pockla/u-3drTgZOvHsZmnh/screenshots/Confirm-Your-Profile.png?fit=max&auto=format&n=u-3drTgZOvHsZmnh&q=85&s=e277d9c4f6fef7b368e9d24d10a30704" alt="Confirm Your Profile step" width="4047" height="2160" data-path="screenshots/Confirm-Your-Profile.png" />
    </Frame>
  </Step>

  <Step title="Select Your Objectives">
    Choose the objectives that matter most to you from the AI-suggested list. These might include:

    * Generate more qualified leads
    * Improve outreach response rates
    * Build stronger customer relationships
    * Scale personalized engagement

    Your selections help Pockla prioritize features and suggestions for your use case.

    <Frame caption="Objectives step showing selectable objective cards">
      <img src="https://mintcdn.com/pockla/u-3drTgZOvHsZmnh/screenshots/Select-Your-Objectives.png?fit=max&auto=format&n=u-3drTgZOvHsZmnh&q=85&s=6ee05ce3a3c3e347d88789ed397a52fa" alt="Select Your Objectives step" width="4047" height="2160" data-path="screenshots/Select-Your-Objectives.png" />
    </Frame>
  </Step>

  <Step title="Create Your Account">
    Enter your details to create your account:

    * **Team name** – Pre-filled with your company name (editable)
    * **Email** – Your work email address
    * **Password** – Must be 8+ characters with uppercase, lowercase, and a number

    Once you submit, your account is created and you're redirected to your dashboard.

    <Frame caption="Account creation form with team name, email, and password fields">
      <img src="https://mintcdn.com/pockla/u-3drTgZOvHsZmnh/screenshots/Create-Your-Account.png?fit=max&auto=format&n=u-3drTgZOvHsZmnh&q=85&s=fddec7794f388e87d0f2919612226829" alt="Create Your Account step" width="4047" height="2160" data-path="screenshots/Create-Your-Account.png" />
    </Frame>
  </Step>
</Steps>

## Account Setup (Post-Login)

After your account is created, Pockla runs a deeper analysis of your company in the background. You'll see an **Account Setup** card on your dashboard showing progress through 6 milestones:

<Frame caption="Dashboard with Account Setup card showing progress milestones">
  <video autoPlay muted loop playsInline className="w-full rounded-lg" src="https://mintcdn.com/pockla/u-3drTgZOvHsZmnh/videos/account-setup-post-login.mp4?fit=max&auto=format&n=u-3drTgZOvHsZmnh&q=85&s=440fa7011cc91d3d37a8a6bc1c9d04d7" data-path="videos/account-setup-post-login.mp4" />
</Frame>

<CardGroup cols={3}>
  <Card title="1. Account Created" icon="check">
    Your account is ready
  </Card>

  <Card title="2. Analysing Website" icon="globe">
    Deep dive into your web presence
  </Card>

  <Card title="3. Understanding Products" icon="box">
    Identifying your products & services
  </Card>

  <Card title="4. Analysing Competitors" icon="chart-line">
    Researching your competitive landscape
  </Card>

  <Card title="5. Modeling Customers" icon="users">
    Building your ideal customer profile
  </Card>

  <Card title="6. Demo Contacts" icon="user-plus">
    Creating sample contacts to explore
  </Card>
</CardGroup>

### What the Onboarding Agent Does

The onboarding agent is an AI that researches your company in depth. It:

1. **Searches the web** for information about your company
2. **Scrapes key pages** from your website
3. **Synthesizes a company profile** including:
   * Company summary
   * Products & services
   * Target customers
   * Competitors
4. **Crawls your sitemap** to build a page index for link creation
5. **Generates demo contacts** based on your ideal customer profile

This analysis powers features like personalized outreach suggestions and the Research Agent.

<Note>
  The analysis typically takes 1-2 minutes. You can navigate away and come back—it continues in the background.
</Note>

### Viewing Your Company Profile

After setup completes, you can view and edit your company profile in **Settings → Company**.

The profile includes:

* Website URL
* Company name
* Short description
* Full analysis (summary, products, customers, competitors)

<Frame caption="Settings > Company page showing the full company profile">
  <video autoPlay muted loop playsInline className="w-full rounded-lg" src="https://mintlify.s3.us-west-1.amazonaws.com/pockla/videos/viewing-company-profile.mp4" />
</Frame>

## Next Steps

<CardGroup cols={2}>
  <Card title="Add Your First Contacts" icon="user-plus" href="/contacts/adding-contacts">
    Import contacts via CSV or add them manually
  </Card>

  <Card title="Explore the Quickstart" icon="rocket" href="/getting-started/quickstart">
    Get up and running in 5 minutes
  </Card>
</CardGroup>