Onboarding Completion

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Learn about the Settings here,

Set Up Your Business Profile Under Settings

You can learn how to set up your Business Profile in this tutorial.

How To Set Up Your Business Profile

Objective

This is a step-by-step guide to adding a wallet, setting up auto top-up for credits, and automatically managing credit consumption in Prospect Builder to ensure the smooth operation of your business.

Step 1: Navigate to the Settings Section

  • Log into your Prospect Builder account with your credentials.

  • Once logged in, click on the "Settings" menu located on the left-hand side navigation menu.

  • In the Settings menu, find and select "Business Profile". This is where you will update your Business Profile with relevant info pertaining to you and your company.

Step 2: Click Update info

Once you have filled in each box, click "Update info" to save your new Business Profile.

Additional Information:

  • The Business Profile feeds the AI Assistant relevant information so that it can create personalized messages and summaries.

  • Filling each section with accurate information ensures you will get better responses from the AI Assistant when requesting a DM, Summary, Intro, or Subject Line.