First-time access
- Create your account with Create your account / Create your AI Agent in minutes using first name, last name (letters only), email, 10-digit phone starting 6–9, organization (2–80 characters), password (8+ characters), and acceptance of Terms & Conditions. Or accept a workspace invitation.
- Verify your email address if prompted via Verify Your Email with Resend Email. Already-registered emails see Already Registered; Google sign-ups complete organization, phone, and password to finish.
- Sign in and select the correct workspace.
Accepting an invitation step by step
- Open the invitation email and select the accept link.
- If you have no account, complete sign-up with the invited email address - do not substitute another address.
- If you have an account, sign in with the invited email address when prompted.
- Choose or confirm the workspace when the selector appears.
- If the workspace is still missing, ask the inviter to check the spelling, resend the invitation, and confirm it has not expired.
Sessions and sign-out
Sessions persist across page refreshes but end on explicit sign-out, password change, or extended inactivity. If a session ends unexpectedly, sign in again and check that browser privacy settings or extensions allow session storage. Always sign out on shared computers; on personal devices, verify the correct workspace is still selected after re-authentication.Reset your password
Select Forgot Password on the sign-in page, enter your email in Forgot Password / Enter your email to receive a password reset link, and select Send Reset Link. Success shows Reset Link Sent and the window closes automatically after a few seconds. Check spam if missing. Use the newest reset email if you requested the link more than once. Set New Password requires 8–25 characters with uppercase, lowercase, number, and special character. Success shows Password Updated and redirects to login. After changing the password, return to the sign-in page and start a new session.Workspace access
Your role controls which areas and actions are available. If a feature is missing, ask a workspace administrator to check your membership, plan, and module permissions. Being able to view an area does not always mean you can edit it. Confirm the specific action you need when asking an administrator to update access.Sign-in methods
Keep your account secure
- Use a unique password (8–25 characters with uppercase, lowercase, number, special character) and complete email verification.
- Do not share an account between team members.
- Sign out from shared or public computers when you finish.
- Contact an administrator if you see an unfamiliar workspace or activity.
Use the workspace selector
After signing in, open the workspace selector to move between organizations or teams available to your account. Check the selected workspace again before inviting members, launching campaigns, or changing a live agent. If the expected workspace is missing, confirm that the invitation was sent to your current email address and has been accepted.Common issues
Ask for access the right way
When requesting permission, tell the administrator the workspace name, the exact page or action (view vs edit), and the task you need to complete - for example “edit prompts for Support - India - English in the Mumbai workspace.” Vague “give me access” requests get delayed because view and edit rights are granted separately per module.Explore the dashboard
Learn where each product area lives.
Manage your team
Invite members and assign access.
