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App Guide
Learn how to navigate and use the DNA Behavior app to unlock personality insights and improve client engagement. See the app guide.
Features
- What are My Account ID and Account Name?
- Using Pre-Seeded Case Studies in Your DNA App Account
- Reporting with DNA Web App
- How to Change the Default Toggle for Users and My Team
- Understanding the Nature of Natural Behavior Assessments and Guidelines on Retakes
- Customizing Welcome Screen
- Changing Usernames in the DNA WebApp
- What is Digital Scan? Transforming Behavioral Insights with AI
- How to Download the Sales Talent DNA Report
- Getting Started with the Coaching Report (Beta)
Integrations
- Zapier: Streamline Behavioral Workflows with DNA Behavior's Integration with Zapier
- Zapier: Mapping DNA Behavior Data to Third-party apps via Zapier
- Zapier: Troubleshooting Connection Issues
- Gene: Your Personalized AI Chatbot for DNA Behavior
- Zapier Setup Guide
- Zapier: Integrating with Redtail CRM
- Automate Your Custom Slide Deck with Zapier and Google Slides
- How to Embed the Discovery SDK: A Step-by-Step Guide
- DNA Behavior Integration Guide
- How to Integrate Fidelity Wealthscape℠ with DNA Behavior®
- What is the DNA Behavior Discovery SDK?
Getting Started
- How to Get Started
- Migrating to the New DNA Behavior Web App
- Assigning Advisors to Users
- Minimum System Requirements
- Viewing Users' Screen (Full-Screen Mode)
- Work Talent Cards Explained
- Logging back in to Complete the Natural Behavior Discovery
- Financial Behavior Cards Explained
- Individual and Company Trials
Navigating the Dashboard
Assessment and Reporting
- Comparing Two People
- Generate Participant Reports in the DNA App
- Ways and Methods to Access and Customize Reports & Experiences
- Interpreting Factors and Subfactors in the DNA Web App
- How to Generate a Team Report
- Generating the Factor and Subfactor Report in the DNA App
- How System Users can Share DNA Behavior reports with Non-System Users
- Printable Manual Questions for Natural Behavior
- Accessing Archived Legacy PDF Reports
User Management
Customization
Support and Contact
- Troubleshooting Blue Screen Errors When Logging into the DNA Web App
- How can I delete my user profile data?
- DNA App Feedback
- Migrating from Communication DNA to the All-new DNA Web App
- Ask an expert to double-check the scoring or insight
- Troubleshooting Password and Login Issues in the DNA Web App
- Steps to Reset Password
- Error Handling Guide for the DNA API Developer Portal
Glossary
Gene AI Prompts
- Behavioral Interview Hiring Questions - Gene AI Prompts
- Client-facing talking scripts - Gene AI Prompts
- Coaching Conversation Topics - Gene AI Prompts
- Navigating Difficult Managerial Conversations- Gene AI Prompts
- Filter Candidates based on Traits with Role Benchmarks - Gene AI Prompts
- Behavioral Identity Facilitation- Gene AI Prompts
- Entrepreneurial Talents- Gene AI Prompts
- Money Conversations - Gene AI Prompts
- Performance Coaching Facilitation- Gene AI Prompts
- Wealth Coaching and Mentoring Facilitation- Gene AI Prompts