Registration and onboarding

Create a workspace, verify an email registration and complete the initial setup.

How it works

1. 01

   Registration

   Registration. Use the public sign-up form with a valid email, including personal email providers; a company domain is not required. Email registration uses the verification code flow before completing account access.

2. 02

   Google sign-in

   Google sign-in. When configured for this installation, Google provides the identity verification. Both Google and form registration lead into workspace onboarding; Google login does not connect Sheets, Gmail or other Google business apps automatically.

3. 03

   Onboarding

   Onboarding. Complete the workspace information and follow the available setup checklist. Add a channel, configure an agent and knowledge if needed, then establish routing and test a conversation.

4. 04

   Existing workspaces

   Existing workspaces. Getting Started reflects setup/completion state, so its visibility can differ between accounts. Do not treat an existing email login as a new workspace or a new provider authorization.

5. 05

   Demo requests

   Demo requests. The public Request demo form collects business needs, page count and AI-key preference for assessment. Submitting it does not automatically book a meeting, approve a trial or establish a subscription price.

What to verify