How to apply the setup draft to the account
Check the draft the X-Ray put together, choose the blocks you want, and apply them to the account. What you've already set up won't be changed.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
After the X-Ray, the AI leaves a draft split into blocks: brand, agent and knowledge base, funnel, follow-up, and marketing. You read it, adjust it, and apply only what you want. Whatever was already set up in the account stays as it is.
Where to find it in Cognizy
Before you start
- Run the company X-Ray first.
- Only the owner and admins can apply the draft.
Step by step
- Step 1:
Open . Once the X-Ray is done, the screen opens on the Draft tab.
- Step 2:
Read each block. The confidence badge shows how much information the AI found for that part. To change a text before applying it, click Edit.
- Step 3:
All blocks come checked. If you don't want a part right now, uncheck the box next to the block name, like in Marketing.
- Step 4:
At the bottom of the screen, click Apply. The button shows how many blocks will be added. The funnel and follow-up come turned off or as a draft, so you can review them before using them.
How to know it worked
The applied blocks show up on the screens for each part: the profile in Brand and tone of voice, the instructions in the AI agent, and the "About the company" document in the knowledge base.
If something goes wrong
I applied it and my agent stayed the same.
The draft doesn't replace what was already set up. If the agent already had instructions, they stay. To use the new ones, copy them from the draft and paste them into the agent.
The draft came out weak in one part.
Go back to the What I found tab, fix or add facts, and click Generate the draft again.
Next step
Test what the AI finds in the knowledge base.
Sign in with your Cognizy account to save your progress.
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