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Guided Onboarding

Follow the RiseMore path from product setup to first reviewable marketing work.

RiseMore should help you move from "I need to market this" to reviewable work without making you rebuild context every time. The intended onboarding path is product setup, research, channels, first materials, first drafts, review, and publishing.

Who Can Start

Every RiseMore account can start from the dashboard.

Plan gates apply when a tool performs paid agent work:

  • Free: Create one product context, run one capped onboarding, set up 2 starter channels, manage existing assets, and auto-publish approved posts through connected channels.
  • Pro: Use the full AI marketing team for product research, content, Competitor Radar, SEO, GEO, image generation, review, and publishing, with Pro limits.
  • Trial: Try a capped version of the full Growth workflow for 7 days.
  • Growth: Use the same full workflow with higher capacity, 10 channels, 3 team seats, competitor alerts, priority support, and no workflow quota for Competitor Radar, SEO keywords, GEO recommendations, or image generation.

The Recommended Path

  1. Create the product — Add your product name, URL, and description in the dashboard.
  2. Wait for research — Research usually takes 2-3 minutes when your plan includes the agent. The dashboard shows progress while RiseMore builds product context, competitor context, and default setup.
  3. Adjust channels — Research can create default X and blog channels. Add or edit channels for LinkedIn, blog, or other destinations. Each channel stores platform, tone, language, and schedule.
  4. Add or collect materials — Give the agents launch notes, feature updates, customer quotes, metrics, lessons learned, or market signals to work from.
  5. Generate the first batch — Ask RiseMore to create marketing work from your current product context and materials.
  6. Review in the dashboard — Open /console/growth, approve, edit, schedule, publish, or skip posts.

What The Agent Should Do

When there are no products, the agent should ask for or infer product name, URL, and description, then create the product.

When a product exists but has no channels, the agent should suggest practical channels based on the product type and create the ones you approve.

When channels exist but no materials exist, the agent should collect or ask for launch notes, feature updates, customer quotes, metrics, or lessons learned before generating posts.

When posts exist, the next action is review: approve, edit, schedule, publish, or reject.

Web Dashboard Workflow

You can complete the same flow from the dashboard:

  1. Open /console/growth.
  2. Create a product from your URL.
  3. Wait for onboarding research.
  4. Add channels.
  5. Review generated posts from the Posts page.

Related Docs

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