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Getting started with Zoe, your AI onboarding agent

Set up your Cuttable account with guided walkthroughs before your kickoff call

Written by Libby

Summary
Zoe is Cuttable's AI onboarding agent. Zoe guides you step by step through setting up your account inside Cuttable, follows along on your screen, and answers questions by text or voice. Completing the walkthroughs before your kickoff call lets your Customer Success Manager spend the call on your first campaign.


How to start a session with Zoe

  1. Log in to Cuttable at app.cuttable.com.

  2. Open Zoe from the link in your onboarding email, or select the question mark icon in the bottom-left corner, next to your initials, then select Learn Cuttable.

  3. Choose a walkthrough, or select Ask me anything to ask a question.

  4. When asked, share your screen and choose the browser tab with Cuttable open, not the tab with the chat.

Sessions start in text chat, and you can switch to a voice call from the session window. Zoe runs on Obi, an onboarding platform from Cor, so sessions open on a coragents.ai page. Everyone on your team can complete the walkthroughs at their own pace.


Zoe's walkthroughs

We recommend completing Zoe's walkthroughs in this order, since each one builds on the last.

Walkthrough

What you'll set up

Set Up Your Brand Identity

Your Brand Strategy: who you are, how you speak, and who you target

Build Your Visual Identity

Your Brand Kit: logos, color themes, and fonts

Prep Your Creative Library

Albums of images and video for your ads

Load Your Products In

Your product catalog, marked Ad-Ready

Build your Ad Design Collections

Favorite Ad Designs that suit your brand

Brief and Generate Your First Ads

Your first ad brief and generated ads

Polish and Review Your Ads

Editing, downloading, and publishing your ads

Cut Your Footage Into a Video Ad

Video ads from your own footage with Recut


FAQs about Zoe

Is Zoe a real person?

Zoe is an AI agent, not a real person. Your Customer Success Manager is your human contact during onboarding and can see which walkthroughs you've completed.

Does Zoe replace my kickoff call?

Zoe doesn't replace your kickoff call. Once you've finished the walkthroughs, book your kickoff using the link your Customer Success Manager sent you.

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