Setting Up Your Account

Getting StartedUpdated January 15, 2026

When you first sign up for MachFive, you'll be guided through a quick onboarding process to set up your workspace.

How Onboarding Works

  1. Create your account — Sign up with your email and password
  2. Enter your workspace name — This is the name for your workspace (e.g. your company or team name)
  3. Enter your company domain — Provide your company's website URL
  4. MachFive researches your company — MachFive automatically researches your domain and prefills your workspace details with the information it finds

Once the research is complete, you'll be brought to the Campaigns page.

Onboarding Video & Tooltip Tutorial

When you first land on the Campaigns page, you'll be presented with a welcome video that:

  • Explains how to use MachFive
  • Walks you through key features
  • Advises you to visit Workspace → Details to review and refine the information MachFive prefilled about your company

After the video, you'll go through a tooltip tutorial that guides you through the interface step by step. Once you've finished the tutorial, you're ready to start using MachFive.

Review Your Workspace Details

This is one of the most important steps. After onboarding, go to the Workspace tab in the left sidebar and select the Details tab to review what MachFive found about your company.

Why this matters: The more accurate and detailed your workspace details are, the better aligned MachFive's AI will be for each campaign — which directly translates to better email results. We highly recommend reviewing and refining this information.

What Happens Behind the Scenes

During onboarding, MachFive processes your company domain and generates two foundational documents:

  1. Company Summary — A strategic profile of your business, value props, and proof points
  2. Market Research Report — Analysis of your competitive landscape and market positioning

These documents are used in every campaign you build. They ensure your emails are grounded in your actual business context — not generic AI output. You can view these anytime under the Workspace → Documents tab.