Steve Docs

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How-To Guides

Getting Started with Steve

Create your Steve account and complete initial setup to start tracking competitors

Steve Documentation Team
onboardinggetting-startedsetup

Overview

Steve is an AI competitive intelligence platform that monitors competitors, generates battle cards, and delivers insights to your team. This guide covers account creation and initial setup.

Create Your Account

  1. Visit your Steve platform URL
  2. Sign up with email or SSO
  3. Verify your email address

TODO: Screenshot of the Steve signup/login page showing authentication options

Caption: Steve authentication page with email and SSO options

Complete Your Profile

After signup, you'll see the setup page.

TODO: Screenshot of setup page showing "Welcome to Steve" heading, job position dropdown, and team size selector

Caption: Setup page with job position and team size fields visible

Select Job Position

Choose from the dropdown:

  • Product Manager
  • Product Marketing Manager (PMM)
  • Chief Product Officer (CPO)
  • Chief Marketing Officer (CMO)
  • Sales Enablement
  • Sales Manager
  • RevOps
  • Engineering Manager
  • Software Engineer
  • Designer
  • Others (shows text input for custom title)

TODO: Screenshot of job position dropdown menu expanded showing all 11 options

Caption: Job position dropdown showing all available roles

Choose Team Size

Select your team size:

  • 1-5 members
  • 6-10 members
  • 11-25 members
  • 26-50 members
  • 50+ members

Complete Setup

Click Continue to proceed.

Create Your Organization

You'll see a welcome screen with an animated greeting.

TODO: Screenshot of onboarding page with animated greeting and "Create Organization" button

Caption: Welcome screen with multilingual greetings and organization creation dialog

Click Create Organization and enter your organization name.

After creating your organization, you'll be offered Slack integration.

Expected Outcome

✅ Active Steve account ✅ Profile completed with job position and team size ✅ Organization created ✅ Ready for Slack integration or project creation

Next Steps