Understanding the Onboarding Setup Agent

The Onboarding Setup Agent uses AI to streamline Demandbase onboarding and enable teams to quickly launch ad campaigns. By entering a company website, users receive tailored intent keywords and a recommended account list for initial setup. This helps teams establish an ABM foundation without requiring deep platform expertise.

Important:

Onboarding Setup Agent is available for tenants created after 04/07/26.
Onboarding Setup Agent is available to all users until the workflow is either completed or skipped.

What it Sets Up

The Onboarding Setup Agent configures:

Intent keywords
Recommended by Demandbase AI account list (top 200 accounts ranked by revenue), based on:
- Industry or NAICS/SIC
- Company size (employees, revenue)
- Geography
- Technographics
- Buying signals
- Keywords

Key Features

AI-powered onboarding: Automates setup during tenant creation to accelerate time-to-value.
Website-driven recommendations: Generates intent keywords and ICP account list from a company URL.
Editable outputs: Provides ready-to-use recommendations that can be refined.
Faster activation: Enables campaigns to launch in a single session.

Prerequisites

You must have a user profile in Demandbase.

Steps

Log in to Demandbase One for Marketing.
Click Start setup.
Important: To skip the Onboarding Agent, click Explore product without setup. After skipping, you cannot return to the onboarding workflow.
Enter your company URL and click Continue.
Tip: To return to the previous screen, click Go back.
Review the AI-suggested intent keywords. You can also:
- Delete a keyword: Click x next to the keyword.
- Add a keyword: Click + Add other, enter a keyword, and click Add.
- Go to the previous screen: Click Go Back.
Click Continue.
Tip: To skip intent keyword selection, click Skip for now. You’ll need to select keywords later to save the workflow.
Review the AI-suggested accounts. You can also:
- Search: Click the search icon to find an account.
- Exclude an account: Uncheck the account.
- Go to the previous screen: Click Go Back.
Click Continue.
Important: To skip account selection, click Skip for now. After skipping, you cannot return to AI-recommended accounts. You can only add accounts later by integrating with a CRM.
If needed:
- If you skipped intent keyword selection, go back and select keywords.
- If you skipped account selection, click Go to Integrations to connect your CRM and sync accounts.
Click Go to Ads Campaign and begin setting up an ad campaign. See Building an Advertising Campaign for Campaign Builder.
Tip: If you don’t have an Advertising license, you’re redirected to the main Analytics page. Intent and account data may take a few hours to fully load.