Customer Onboarding: AI Tool Support

Jumping Links Example

Getting Started:
Steps to Access Tools

Purpose: Get started with your AI tools quickly and efficiently.

Create an account
- You will receive a link and/or group code to set up your account. Once activated, you will gain immediate access.
Go to the Dashboard
- After logging in, you will land on your dashboard. This is your main hub, where you can:
  - Access tools
  - View remaining AI generations
  - Edit account details (email, password, profile)
  - Find this guide, FAQs, and support contacts
Quick Access to Tools
- Click the “Tools” button under Quick Access.
  - The label may vary by account type (e.g., All Tools, Business Tools).
  - This takes you to the main tools page.
Browse tools
- Use categories, tags, or the search bar to explore.
  Note: Niche-specific accounts may not have a “Tool Categories” section.
Select a Tool
- Click on a tool to open and start using it.
- 💡 Tip: Begin with 2–3 tools that best match your immediate needs.

✅ Step-by-step instructions:

Select a Tool
Click on any tool you would like to save.
Add to Favorites
- At the top left of the tool page, you will see an “Add to Favorites” option with an icon.
  - Click the icon, and your tool will be saved instantly.
  - Once saved, the text will change to “Favorited.”
Access Your Favorite Tools
- On your dashboard and the main Tools page, you will see a Favorite Tools section.
  - Access saved tools quickly from here.
  - To remove tools, click the trash can icon next to the tool or use Delete All to clear the list.

Using the Tools
The tools are form-based—just like filling out an online form.

You can then edit or save the content. Here’s how:

Editing Content
You can edit directly within the results container. Formatting options are limited, but you can use common shortcuts:
- Bold (Ctrl + B)
- Italics (Ctrl + I)
- Underline (Ctrl + U)
- Undo (Ctrl + Z)
- Redo (Ctrl + Shift + Z)
- For more advanced formatting, copy or download your content into Google Docs (or another word processor).
Saving Content
- For privacy reasons, generated content is not stored in our database and cannot be retrieved later. If it’s important, make sure to download, copy, or export it.
- Beneath your results, you will find buttons listed as: Download, Copy, and Google Docs.
  - Download: Saves as a plain .txt file. Any formatting (bold, italics, underline) will be removed.
  - Copy: Copies text —recommended if you want to paste into Google Docs or other software while keeping better formatting. Pasted results are usually cleaner and more polished than what appears in the results container.
  - Google Docs: Opens a new blank document, allowing you to create a clean, well-formatted version of your content.

Use voice dictation for faster input
- Voice dictation lets you speak your responses instead of typing. This is especially helpful for tools that require longer answers.
  - Most devices include a voice typing feature, often shown as a microphone icon on the keyboard.
  - On desktop or laptop, you can usually activate it by right-clicking and selecting voice typing, or pressing Windows logo key + H.

Keep responses clear and simple
- Avoid misspellings or overly complex explanations. These can slow down processing because the AI has to spend extra time interpreting your input.

Be patient with processing time
- Although processing is usually fast, some tools or requests may take a bit longer, especially for more complex tasks. Please allow extra time for results—AI is working hard behind the scenes to generate your content. ☺️

If you have inquiries or are experiencing technical difficulties, please contact us at: [email protected].