---
title: "How-To Guides and Interactive Demos | Humantic AI"
description: "Interactive demos and videos for Humantic AI: sign up, the Chrome extension, People Research Agent, Account Research Agent, HumanMail Agent and billing."
url: https://humantic.ai/how-to
---

> Interactive demos and videos for Humantic AI: sign up, the Chrome extension, People Research Agent, Account Research Agent, HumanMail Agent and billing.

# How-To Guides

Click through real Humantic AI screens or watch a short video. You don’t need an account.

All 30 Get Started 7 People Research Agent 4 Buying Committee 4 HumanMail Agent 5 Calendar 2 Account Research Agent 3 Billing 5

Search the how-to guides

## Get Started

7 guides

- ### [How to Sign Up for Your Free Trial](https://app.storylane.io/share/ha02gnmpnlv4)
  Create your Humantic AI account with your business email.
  Interactive demo · 8 steps
  1. Click New User.
  2. Enter your business email.
  3. Click Sign up.
  4. Enter your full name.
  5. Choose a password.
  6. Accept the terms of service.
  7. Click Sign up.
  8. Click Continue to open your account.
- ### [How to Sign In With Your Email](https://app.storylane.io/share/sabtlqb2kwqk)
  Log in with the email and password on your Humantic AI account.
  Interactive demo · 3 steps
  1. Enter the email on your Humantic AI account.
  2. Click Next.
  3. Enter your password to sign in.
- ### [How to Sign In With Google](https://app.storylane.io/share/wp7nfrzxkwb4)
  Use your Google work account to log in with one click.
  Interactive demo · 4 steps
  1. Click Sign in with Google.
  2. Pick the Google account linked to Humantic AI.
  3. Click Continue.
  4. Click Allow to finish signing in.
- ### [How to Sign In With Microsoft Outlook](https://app.storylane.io/share/f6b52tpuordu)
  Use your Microsoft work account to log in.
  Interactive demo · 2 steps
  1. Click Sign in with Outlook.
  2. Pick the Microsoft account linked to Humantic AI.
- ### [How to Open Your Humantic AI Dashboard](https://app.storylane.io/share/bg0bdeixt9t4)
  Get from the homepage to your dashboard in 4 clicks.
  Interactive demo · 4 steps
  1. Click Login at the top right of the homepage.
  2. Choose Sign in with Google or Sign in with Microsoft.
  3. Pick the account connected to Humantic AI.
  4. Click Continue to open your dashboard.
- ### [How to Install the Humantic AI Chrome Extension](https://app.storylane.io/share/qbd7beiq2mps)
  Add the extension from the Chrome Web Store and sign in.
  Interactive demo · 8 steps
  1. Open the Chrome Web Store.
  2. Search for Humantic AI.
  3. Open the Humantic AI extension.
  4. Click Add to Chrome.
  5. Click Add extension to install it.
  6. Sign up with your email, Google or Microsoft account.
  7. Click Continue.
  8. Give Google access to finish.
- ### [How to Set Up the Chrome Extension](https://www.youtube.com/watch?v=V8bYia4jxug)
  Install the extension and see your first buyer profile on LinkedIn.
  Video · 1:19

## People Research Agent: People Intelligence

4 guides

- ### [How to Find a Buyer by Name and Company](https://app.storylane.io/share/b3tbmg2ommdv)
  Search for anyone in the web app and open their profile.
  Interactive demo · 6 steps
  1. Go to app.humantic.ai and log in.
  2. Type your prospect’s full name.
  3. Add their company.
  4. Click Search.
  5. Click the right person to open their profile.
  6. Click the PDF icon to download the full profile.
- ### [How to View Your Own Profile on LinkedIn](https://app.storylane.io/share/1u9zforovzoa)
  See your own personality insights from your LinkedIn page, then download or share them.
  Interactive demo · 4 steps
  1. Click your LinkedIn name or photo to open your profile.
  2. Open the Humantic AI extension from the sidebar.
  3. Click Download PDF to save your personality report.
  4. Click Share to send it to someone.
- ### [How to Download a Profile as a PDF](https://app.storylane.io/share/osr6qkjzwej4)
  Save any buyer profile from your dashboard as a PDF.
  Interactive demo · 3 steps
  1. Click the profile.
  2. Click Show Full Profile to see every detail.
  3. Click PDF to download the profile.
- ### [How to Read a Personality and DISC Profile](https://www.youtube.com/watch?v=len993RHfXQ)
  What each part of a People Research Agent profile tells you before the first call.
  Video · 2:10

## Buying Committee

4 guides

- ### [How to Build and Share a Buying Committee Map](https://app.storylane.io/share/exz6wmbxcjxo)
  Add prospects, build a committee, then download or share the map.
  Interactive demo · 19 steps
  1. Open People Intelligence to see your buying committee maps.
  2. Click Add.
  3. Choose Prospects.
  4. Paste the prospect’s LinkedIn profile link or type their email.
  5. Click Add Prospect.
  6. Click Select All to see every prospect you added.
  7. Open the Buying Committee Map.
  8. Click PDF to download the map.
  9. Click Share to share it with your team.
  10. Click Copy Link to copy the map link.
  11. Type the email address to send it to.
  12. Click Share to send it.
  13. Close the share panel to go back to the dashboard.
  14. Click Add.
  15. Choose Buying Committee.
  16. Name your committee.
  17. Click Add Committee Members.
  18. Add each member by LinkedIn profile or email.
  19. Or click Upload CSV to add many members at once.
- ### [How to Share a Committee Profile](https://app.storylane.io/share/dxmm7k74hht2)
  Send one stakeholder’s full profile to a teammate.
  Interactive demo · 6 steps
  1. Go to app.humantic.ai and log in.
  2. Search for the buying committee.
  3. Select the committee.
  4. Click the profile you want to share.
  5. Click Show Full Profile.
  6. Click the Share icon at the top right.
- ### [How to Download a Committee Profile](https://app.storylane.io/share/cfdnxijwca7w)
  Pick a committee, open a stakeholder and save their profile as a PDF.
  Interactive demo · 7 steps
  1. Go to app.humantic.ai.
  2. Log in to your account.
  3. Open the committee list.
  4. Select the committee.
  5. Choose the person.
  6. Click Show Full Profile.
  7. Click PDF to download.
- ### [How to Delete or Restore a Buying Committee](https://app.storylane.io/share/2fkqgk4m8ra0)
  Remove a committee you no longer need, or bring one back.
  Interactive demo · 5 steps
  1. Open your profile.
  2. Click Edit Buying Committees.
  3. Find the committee you want to change.
  4. Click Delete to remove it.
  5. Click Undelete to bring it back.

## HumanMail Agent: Email and LinkedIn

5 guides

- ### [How to Personalize an Email in Gmail](https://app.storylane.io/share/9wsidbkirkdl)
  Turn a plain draft into an email written for your buyer.
  Interactive demo · 6 steps
  1. Click Compose to start a new email.
  2. Add your prospect’s email address.
  3. Write a quick first draft.
  4. Click the yellow Humantic AI icon.
  5. Click Personalize.
  6. Your draft is rewritten for the buyer’s personality.
- ### [How to Personalize an Email in Outlook](https://app.storylane.io/share/jqoqgbrovubj)
  Use HumanMail Agent inside the Outlook web app.
  Interactive demo · 8 steps
  1. Compose a new email in the Outlook web app.
  2. Enter the recipient’s email address.
  3. Confirm the address.
  4. Write or paste your first draft.
  5. Click Personalize.
  6. Click Accept if you like the new version.
  7. Or click Reject to get another version.
  8. Send an email written for this buyer’s personality.
- ### [How to Personalize a LinkedIn Connection Request](https://app.storylane.io/share/97odr0fbstds)
  Write a short connection note that gets accepted.
  Interactive demo · 11 steps
  1. Click More on the prospect’s LinkedIn profile.
  2. Select Connect.
  3. Choose to add a note.
  4. Choose Other to write your own context.
  5. Choose Met Earlier if you have spoken before.
  6. Choose Introductions if a mutual contact connected you.
  7. Mention a post of theirs that you liked.
  8. Choose Let AI Decide to have Humantic AI write the note from their profile and activity.
  9. Edit the note if you want to add a line.
  10. Add your final touch and keep it short.
  11. Click Send.
- ### [How to Write Emails With Account Intelligence](https://app.storylane.io/share/rj1r5k2cgooo)
  Combine the buyer’s personality with what their company cares about.
  Interactive demo · 7 steps
  1. Compose or reply to an email.
  2. Paste your template.
  3. Open the dropdown.
  4. Click Personalize.
  5. Check Buyer Resonance to see how the buyer likes to be engaged.
  6. Check Company Relevance to see what the company cares about.
  7. Review the email and send it.
- ### [How to Write for Each Buyer With HumanMail Agent](https://www.youtube.com/watch?v=3SBseQj1u68)
  Write for the buyer, not the sender, using their personality.
  Video · 1:36

## Calendar and Meeting Insights

2 guides

- ### [How to Connect Your Google or Outlook Calendar](https://app.storylane.io/share/ualnb1ffcjcy)
  Link your calendar so Humantic AI can prepare you for each meeting.
  Interactive demo · 6 steps
  1. Click the Humantic AI extension.
  2. Open the menu.
  3. Select Settings.
  4. Select Connect calendar.
  5. Sign in with Google or Outlook.
  6. Pick the business account linked to Humantic AI.
- ### [How to Stop Insight Emails to Other Attendees](https://app.storylane.io/share/i7s4kuzzmyqe)
  Keep pre-meeting insight emails to yourself.
  Interactive demo · 5 steps
  1. Open the extension.
  2. Click the menu.
  3. Scroll down and select Settings.
  4. Click Manage Notifications.
  5. Turn off AI Emails for Others.

## Account Research Agent: Account Intelligence

3 guides

- ### [How to Research, Export and Share an Account Report](https://app.storylane.io/share/lu2io9jtfltz)
  Request an account report, read it, download it and share it.
  Interactive demo · 16 steps
  1. Open the Humantic AI website and log in.
  2. Choose Sign in with Google or Sign in with Microsoft.
  3. Click Continue.
  4. Click Allow to open your workspace.
  5. Enter the prospect account.
  6. Enter your own company in Seller Account Name.
  7. Open the Research Depth dropdown.
  8. Pick Moderate for a quicker report, or Deep for more detail.
  9. Click Request Miia.
  10. When it is ready, click See Full Report.
  11. Read the Executive Summary, then click Full Report for every detail.
  12. Click PDF to download the report.
  13. Click Share.
  14. Click Copy Link to copy the report link.
  15. Type an email address.
  16. Click Share to send the report.
- ### [How to Request Your First Account Report](https://www.youtube.com/watch?v=Rpt-6wwmN9c)
  Pick the account, choose the depth and get the report.
  Video · 2:10
- ### [How to Read an Account Report: Summary and Full Report](https://www.youtube.com/watch?v=VdsyMIfxoZc)
  What the executive summary and the full report each tell you.
  Video · 2:44

## Account and Billing

5 guides

- ### [How to Reset Your Password](https://app.storylane.io/share/6ucin1gksb6d)
  Get a reset link by email and set a new password.
  Interactive demo · 7 steps
  1. Click Forgot password.
  2. Enter your email.
  3. Click Reset password.
  4. Open the email from Humantic AI and click Reset Password.
  5. Enter a new password.
  6. Confirm it.
  7. Click Reset Password.
- ### [How to Manage Billing and Your Subscription](https://app.storylane.io/share/ckgxgpdbfunt)
  See your plan, usage, payment methods and invoices.
  Interactive demo · 13 steps
  1. Select Settings from the left panel.
  2. Check My Usage Details for profiles analyzed and other usage.
  3. See your plan and renewal date under My Subscription Summary.
  4. See the email and payment details on your account under Account Summary.
  5. Click Manage next to Payment Information.
  6. Review your payment methods, or click Add to add one.
  7. Return to the subscription overview.
  8. Select Usage History for detailed usage.
  9. Select Account Preferences.
  10. Turn Calendar Access, 2-Factor Authentication or marketing emails on or off.
  11. Go back to the Summary tab.
  12. Under Payment Summary, click See All for every payment.
  13. Click the link next to a payment to download its invoice.
- ### [How to Change Your Payment Method](https://app.storylane.io/share/olyet2fjblwm)
  Add a card, make it your preferred card or remove an old one.
  Interactive demo · 7 steps
  1. Click Manage.
  2. Click Add payment method.
  3. Enter the card details.
  4. Click Save card.
  5. Click Manage again.
  6. Click Make Preferred Card to use the new card.
  7. Click Remove to delete a card.
- ### [How to Cancel Your Subscription](https://app.storylane.io/share/6ce4kohbeyn8)
  Cancel from the Chrome extension in 4 clicks.
  Interactive demo · 4 steps
  1. Open the extension.
  2. Click the menu.
  3. Scroll and click Cancel Subscription.
  4. Tell us why, then click Cancel to confirm.
- ### [How to Cancel Your Free Trial](https://app.storylane.io/share/dv5u7fyehwff)
  End a trial from the Chrome extension.
  Interactive demo · 5 steps
  1. Open LinkedIn with the Humantic AI extension on.
  2. Select View Your Profile.
  3. Click the menu icon.
  4. Click Cancel Trial.
  5. Click No, I want to cancel to confirm.

## No guide for “” yet

Try a shorter word, or one of these:

Chrome extension Gmail Outlook PDF Account Research Agent Cancel

Still stuck? [Contact our team](https://humantic.ai/contact) or [book a demo](https://humantic.ai/start/demo) and we will walk you through it.

Every product has its own page: [Account Research Agent](https://humantic.ai/account-research-agent), [People Research Agent](https://humantic.ai/people-research-agent), [HumanMail Agent](https://humantic.ai/humanmail-agent), [Visitor ID](https://humantic.ai/visitor-id), [Intent Scoring](https://humantic.ai/intent-scoring), [Buyer Signals](https://humantic.ai/buyer-signals), [Data Streams](https://humantic.ai/data-streams) and [Context Enrich](https://humantic.ai/context-enrich), in the web app, the API and [MCP](https://humantic.ai/surfaces#mcp). Prefer YouTube? [Watch the tutorials playlist (opens in a new tab)](https://www.youtube.com/playlist?list=PLuqhrHyvNhU5o0WukQKD5UULE8YsVY8fs).

## FAQs

- ### Do I need an account to use these demos?
  No. The interactive demos run in your browser: you click through real Humantic AI screens, step by step, with no sign-up. The videos play on the page too. When you want to try it on your own buyers, [start a free trial](https://app.humantic.ai/?utm_source=website&utm_content=how-to#/account-intelligence) or [book a demo](https://humantic.ai/start/demo).
- ### How do I install the Humantic AI Chrome extension?
  Open the Chrome Web Store, search for Humantic AI, click Add to Chrome, then sign in with your email, Google or Microsoft account. The extension also runs on Edge and Firefox. Once it is on, open any LinkedIn profile to see that buyer’s profile from [People Research Agent](https://humantic.ai/people-research-agent).
- ### How do I personalize an email for one buyer?
  Write a draft in Gmail or the Outlook web app, click the Humantic AI icon, then click Personalize. [HumanMail Agent](https://humantic.ai/humanmail-agent) rewrites the email in the buyer’s DISC style, and you accept it or ask for another version. HumanMail Agent also writes replies to the emails buyers send back, and works in Outreach, HubSpot and Salesforce.
- ### Where does Humantic AI work?
  In the web app at app.humantic.ai, in the Chrome, Edge and Firefox extensions on LinkedIn, in Gmail and Outlook, and through the API and MCP for ChatGPT, Claude, Gemini and Copilot (see [Surfaces](https://humantic.ai/surfaces)). The products are [Account Research Agent](https://humantic.ai/account-research-agent), [People Research Agent](https://humantic.ai/people-research-agent), [HumanMail Agent](https://humantic.ai/humanmail-agent), [Visitor ID](https://humantic.ai/visitor-id), [Intent Scoring](https://humantic.ai/intent-scoring), [Buyer Signals](https://humantic.ai/buyer-signals), [Data Streams](https://humantic.ai/data-streams) and [Context Enrich](https://humantic.ai/context-enrich).
- ### How do I cancel my subscription or free trial?
  Open the Humantic AI extension, click the menu, then click Cancel Subscription (or Cancel Trial during a trial) and confirm. Plans, usage, payment methods and invoices live under Settings in the web app. Need a hand? [Contact our team](https://humantic.ai/contact).

## Related pages

- [Contact our team](https://humantic.ai/contact)
- [Account Research Agent](https://humantic.ai/account-research-agent)
- [People Research Agent](https://humantic.ai/people-research-agent)
- [HumanMail Agent](https://humantic.ai/humanmail-agent)
- [Visitor ID](https://humantic.ai/visitor-id)
- [Intent Scoring](https://humantic.ai/intent-scoring)
- [Buyer Signals](https://humantic.ai/buyer-signals)
- [Data Streams](https://humantic.ai/data-streams)
- [Context Enrich](https://humantic.ai/context-enrich)
- [MCP](https://humantic.ai/surfaces)