⌘K
Back to all articles
Onboarding

Set up your profile

Tell Queringo about you and your company so the AI recommends the right metrics.

Updated May 27, 2026

The profile step trains the AI on your domain and personalizes the metrics and insights it suggests. The account creator fills in company details too; invited members only set their own profile.

Profile setup form

Steps

  1. Who you are

    Enter your full name and job title. These are visible to teammates and used in mentions and audit logs.

  2. About your company

    The account creator sets the company name, workspace name, industry, and company size. Industry trains the AI on the right vocabulary. Invited members do not see this section.

  3. Pick your focus areas

    Choose the use cases you care about (sales, product, finance, and so on). These personalize insight and dashboard suggestions and can change any time.

  4. Add a phone number (optional)

    Optionally add an SMS-verified phone number for security alerts and, on the top plan, critical alert paging. We text a 6-digit code to confirm it.

Options reference

FieldWho sets itUsed for
Full name, job titleEveryoneDisplay, mentions, audit logs
Company, workspace name, industry, sizeAccount creatorBilling, AI domain vocabulary
Focus areasEveryonePersonalized suggestions
Phone numberEveryone (optional)Security and critical alerts

Profile details are not final. You can change all of them later under Settings, Profile.

What's next

After saving, you continue to Connect a data source (or straight to the app if your workspace already has data).