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Onboarding Wizard

The Onboarding Wizard is the fastest way to get TruthVouch running. It guides you through setup in six steps and typically takes 15-20 minutes.

Onboarding wizard interface guiding through fact discovery

Why Use the Wizard?

The wizard automatically:

  • Discovers 3-5x more facts than manual entry
  • Guides you through best practices
  • Sets up your first products (Shield, Brand Intel, etc.)
  • Creates notifications and alerts
  • Gets you to first detection in under an hour

Alternatively, you can skip the wizard and set up manually, but we recommend the wizard for first-time users.

The Six Steps

Step 1: Organization Profile (2 minutes)

Tell us about your company:

Company Name

  • Legal name (e.g., “TruthVouch Inc.”)
  • Used for Knowledge Base and branding

Industry

  • Select from dropdown: SaaS, FinTech, HealthTech, etc.
  • Helps personalize recommendations

Website Domain

Optional Details

  • Headquarters location
  • Founded date
  • Employee count
  • Website tag line / mission

These become your initial Truth Nuggets. You can edit anytime.

Step 2: Auto-Discovery (5 minutes)

TruthVouch automatically scans your website to discover facts about your organization.

What It Automatically Scans

  • Homepage
  • About / Team pages
  • Products / Services pages
  • Press / News
  • Blog
  • Custom URLs you specify

What It Automatically Discovers

  • Company basics: founding date, location, size
  • Leadership: CEO/founder names and titles
  • Products: names, features, pricing
  • Financial claims: funding, revenue, customers
  • Technical claims: API speed, uptime, security
  • Press mentions and partnerships

Confidence Scoring Each extracted fact gets a confidence score (60%-99%). Higher scores = more certain the system understood the claim correctly.

Wait Time Scan typically takes 5-10 minutes. You can watch progress or close the browser — you’ll get an email when complete.

Step 3: Review Suggestions (3-5 minutes)

Once the automatic scan completes, you see suggested Truth Nuggets:

FactConfidenceAction
”Founded in 2024”98%Approve
”CEO: Sarah Chen”92%Approve
”Offices in 5 countries”78%Edit / Reject

For each suggestion:

  • Approve: Accept as-is, becomes active Truth Nugget
  • Edit: Modify text, confidence, or add source URL before approving
  • Reject: Skip (useful for marketing hyperbole or outdated info)

Most teams approve 80-90% of suggestions. You can always edit facts later.

Pro tip: Add source URLs while reviewing. Takes 30 seconds per fact, helps with audits and disputes.

Step 4: Add Manual Facts (2-3 minutes)

Automatic discovery finds about 60-70% of important facts. Add the rest manually:

Click Add Additional Facts and enter 5-10 facts you think are important:

  • Key products not mentioned on website
  • Funding amounts (often private)
  • Team size or location details
  • Security certifications
  • Customer wins or partnerships

You’re not locked in — add more anytime from the Knowledge Base.

Step 5: Select Products (2 minutes)

Choose which TruthVouch products to activate:

Recommended for Everyone

Professional Tier ($1,199/mo) Includes

  • Shield
  • Brand Intelligence (GEO monitoring)
  • AI Advisor (assessment + recommendations)
  • Compliance AI (starts here)

Business Tier ($2,499/mo) Adds

  • AI Governance (policy enforcement)
  • Content Certification
  • TruthOps (autonomous agents)

The wizard recommends products based on your industry and team size. You can upgrade anytime.

Step 6: Configure Notifications (1-2 minutes)

Set up alerts:

Alert Channels

  • Email (always available)
  • Slack
  • Microsoft Teams
  • PagerDuty (critical only)
  • Webhooks (for custom integrations)

Alert Thresholds

  • Critical alerts: <2 hours (immediate notification)
  • High alerts: Daily digest (next morning)
  • Medium/Low: Weekly digest (Sunday morning)

You can change these anytime in Settings → Notifications.

After the Wizard

What’s Ready

  • Knowledge Base with 30-50 Truth Nuggets
  • Shield configured and monitoring
  • First detection results arriving (24-48 hours)
  • Team email with summary and next steps

First Detection (24-48 hours)

Shield begins querying AI engines and comparing responses to your Truth Nuggets. First results appear 24-48 hours after setup.

You’ll see:

  • Health Score (aggregate accuracy across AI engines)
  • Alerts (if any inaccuracies found)
  • Detection trends

Next Actions (Week 1)

  1. Review first detections — Check if Shield’s findings are accurate
  2. Refine Truth Nuggets — Update any facts Shield flags as uncertain
  3. Adjust alert thresholds — Tune sensitivity to your business needs
  4. Invite team members — Add colleagues to collaborate (Professional+ tier)

Skipping the Wizard

You can skip and set up manually:

  1. Go to Knowledge Base → Truth NuggetsAdd Truth Nugget (repeat)
  2. Go to Shield → Settings → Configure monitoring schedule
  3. Go to Settings → Notifications → Configure channels

Manual setup takes 30-45 minutes for an equivalent Knowledge Base.

Restarting the Wizard

If you want to re-run the wizard (e.g., to discover new facts):

  1. Go to Knowledge Base → Settings → Run Onboarding Again
  2. Choose whether to keep existing nuggets or start fresh
  3. Follow the six steps again

Useful after a rebrand or major product launch.

Troubleshooting

Discovery Found Very Few Facts

Check:

  • Website is publicly accessible (no login walls)
  • Key information is on the website (not just in docs or press)
  • Site structure is standard HTML (not heavily JavaScript-based)

If your website is sparse, use manual entry or bulk import instead.

Confidence Scores Seem Wrong

Confidence reflects how confident the NER system is it understood the claim:

  • 95%+ = Clear, unambiguous statements
  • 80-95% = Contextual but reasonable interpretation
  • <80% = Implicit or unclear

You can adjust scores during review or edit nuggets later.

Didn’t See All My Products

Auto-discovery finds facts mentioned on your website. If a product isn’t mentioned (or uses different wording), add it manually in Step 4.

Need to Change Something Later

Everything from the wizard is editable:

  • Truth Nuggets: Knowledge Base → Edit
  • Products: Settings → Products & Billing
  • Notifications: Settings → Notifications

No lock-in.

Next Steps

After the wizard: