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Guide

Set up your workspace

Set-up has seven steps and takes about 15 minutes. Every step is optional, and you can stop and come back.

Updated 05-11-2026

The seven steps

1. Markets and currency: where you sell. This sets your currency, number format and dates.

2. Your team: invite people and pick their roles.

3. Brand profile: your tone, values and no-go topics.

4. Products: add them by hand or upload a list.

5. First fit profile: describe the creators one product needs.

6. Past deals and creator lists: upload what you already have.

7. Brand social accounts: connect your brand’s Instagram or YouTube.

Skip what you don’t need

Every step is optional. If you skip a step, it counts as done. Campaigns work without a fit profile, and the app works without social accounts.

You can stop at any time. Your answers are kept, and you pick up where you left off.

Hide set-up

Home shows a set-up card until you finish. To hide it, choose Hide set-up on the card.

You can finish or change any step later in Settings.

Who can do set-up

Only the client owner can do set-up. Other people see a note that says so.

Related reading

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Roles, brands and who can do what

Each person gets one or more roles on each brand. Roles decide what they can do. Each brand’s data is kept apart.

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Check what the AI suggests

The AI drafts, sorts and flags. A person reviews each flag before acting. The AI never moves a creator, sends a message or spends money.

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Ask chat to find creators

Chat answers from your own data: your creators, shortlists, campaigns and results. Ask in your own words.

Try it on your own creators.

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