Onboarding — User Information Step

At this step, we ask a few questions about your industry, company type, and role to preload the most relevant agent templates, extractors, and workflows so you can get started faster and easier.

1) What type of company are you?

Here are the answer options:

• Distributor

• Transportation

• Air & Ocean Transportation

• Ground Warehousing & 3/4PL

• Manufacturer / Co-packer

• Customs Broker

• Lab / Testing - MRO

• Financial

• Insurance

• Other

2) Which type best describes you?

Here are the answer options:

• Specialty Chemicals

• Commodity/Bulk Chemicals

• Food Ingredients

• Food & Beverage (finished goods)

• Nutraceuticals / Supplements

• Cosmetics / Personal Care

• Aviation De/Anti-icing & MRO

• Industrial MRO Chemicals

• Other

3) What is your role in the company?

Here are the answer options:

• CEO / Founder / Owner

• COO / Head of Operations

• Head of Customer Operations / Support

• Head of Quality, Regulatory & Trade Compliance

• Head of Supply Chain & Logistics

• Head of Finance (CFO / Controller)

• Head of IT Systems & Integrations

• Other (specify)

4) How did you hear about us?

Here are the answer options:

• Front App Store

• Zendesk Marketplace

• Microsoft Marketplace

• Google Search

• Microsoft Copilot

• ChatGPT

• Prepexity

• Others

Note: Depending on the answer to the above questions your onboarding experience and route may be customized in the following steps.