Editing Your Onboarding Information

Getting StartedUpdated January 15, 2026

You can update your onboarding information at any time:

  1. Click the Workspace tab in the left sidebar
  2. Select Settings
  3. Click the Onboarding tab
  4. Edit any fields you want to update

Important: When you make changes, your Company Summary and Market Research documents will automatically reprocess to reflect your updates.