Getting Started
Create your account, set up your first workspace, and go from empty workspace to working automation
Getting access
The platform is hosted by us - there is nothing to install and no servers to manage. All you need is an account and a workspace.
Create your account
Go to the registration page and sign up with your email address:
- Enter your Email.
- Choose a Password - minimum 8 characters, with at least 1 uppercase letter, 1 lowercase letter, 1 digit, and 1 special character.
- Confirm the password and select Create account.
You are signed in automatically after registration.
Create your workspace
After signing in you are asked to create a workspace:
- Enter a Workspace name (e.g.
Acme Inc). - Pick a Workspace URL identifier (e.g.
acme-inc) - this becomes part of your workspace URL. It must be 3-32 characters, lowercase letters, numbers, or dashes only. - The identifier is checked for availability as you type. If it is taken, try a variation.
- Select Create workspace.
Your workspace database is provisioned in the background and you are redirected to it once it is ready.
Sign in next time
On later visits, sign in from the login page with the same email and password. If you belong to more than one workspace, pick the one you want to open after signing in.
Need an invite?
If your organization already has a workspace, ask an administrator to create your account or add you to the workspace - then simply sign in from the login page.
After you sign in
Once your workspace is ready, here is the fastest path from empty workspace to working automation:
- Model your data - Create a Resource with the fields your organization actually uses (e.g. Projects, Tickets).
- Capture some data - Add a few Resource Items so you have real records to work with.
- Add intelligence - Browse the model catalog, create an agent, and start chatting with your data. A default LLM provider is already available, billed with prepaid credits.
- Organize knowledge - Group files, folders, and resources into Knowledge Collections to scope what each agent can retrieve.
- Automate - Build a Workflow that reacts to new items, calls external APIs, or asks a colleague for input.