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DIY onboarding path

  1. Accept your invitation or create your account.
  2. Confirm you can see the correct workspace.
  3. Complete User Settings and Organization Settings.
  4. Watch the walkthroughs and try one core workflow.
  5. Upload a representative creative and review the result.
  6. Connect MCP only after your workspace details are complete.

Use this page as the canonical onboarding hub. It already contains the reusable walkthrough videos and linked mini-guides.

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Answer: To get started with the Wrench.ai onboarding process, click below to follow a step-by-step process for creating an account, integrating it with your CRM, and exploring insights.

<aside> 💡 If you’re getting started with Wrench.ai, we’ve outlined the onboarding workflow below. Follow the steps in order, and you’ll get all the information you need to make the most of your Wrench.ai subscription. If at any time you’d like 1:1 support, email us at [email protected] to set up a time.

Note: If you run into any roadblocks, please send an email to [email protected], and we'll get back to you promptly. We have standing office hours every Thursday at 11 a.m. Pacific / 2 p.m. Eastern. You can also schedule time with a member of the team any other day/time by clicking here.

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Step 1: Create a Wrench.ai Account

Click on the link below to access a mini guide, or watch the video below.

How do I register for a Wrench.ai account?

https://www.loom.com/share/5bdd963ab61f478b899219b21345c4b8?sid=74778f04-c436-4f0b-a476-6ea335ef7e63

Step 2: Get Started in Your Wrench.ai Account

Click the link below to access a mini guide, or watch the video below.

[Onboarding: How to Get Started in Your Wrench.ai Account](https://app.notion.com/p/Onboarding-How-to-Get-Started-in-Your-Wrench-ai-Account-91d0a94ea7c74d1baa2ba37f9dad8664)

https://www.loom.com/share/075c6252b56f4c12a47fc690d32144c1?sid=14d27af1-aac7-48ba-b8f9-9f06871fca80

Step 3: How to Make the Most of Your Personas for Sales and Marketing

Click the link below to access a mini guide, or watch the video below.