What happens in the setup conversation with Monty?

Monty asks about six things: your name and company, your website (it reads the site so you don't repeat what's already written there), what part of handling leads costs you the most time, your main goal, what a great customer looks like, and any hard lines — people to never contact or claims to never make. Rough answers are fine, and everything it learns is shown back to you to confirm before anything is saved. Your name and website stay editable in Settings; your company name is set by your workspace owner. Your ideal customer, qualifying criteria, and never-say list are edited from the “Teach Monty your rules” step in your Setup Guide.