Access
Register and verify
Register and verify email
New users create an account, verify email, and then enter the workspace dashboard.
Accept invites
Invited users open the invite link, sign in with the invited email, verify email, then join the workspace.
Switch workspaces
Users with multiple memberships can switch the active workspace from the sidebar workspace card.
Account settings
Account settings are separate from workspace settings and cover the user's own profile and credentials.
- Email verification is required before dashboard access.
- Password reset flows use email verification codes.
- The active workspace id and role are stored in the signed session cookie.
Invites
Accept invites
- 1Open the invite linkThe invite token is checked against pending, unexpired invites.
- 2Use the invited emailThe signed in account email must match the invite email.
- 3Verify emailUnverified users are sent through email verification before joining.
- 4Join the workspaceAccepted invites create membership and switch the active workspace.
Tenant
Workspaces
A workspace owns AI Agents, training sources, usage, billing, team members, invites, and support tickets. Use the sidebar workspace card to switch between workspaces or create a separate workspace for another brand, client, or business unit.
Settings
Account settings
Account settings are user specific. Workspace settings are tenant specific. Keep those separate when changing personal profile details, team membership, workspace ownership, or workspace deletion.
Dashboard overview
Use the workspace dashboard to monitor activity, usage, top AI Agents, alerts, support, and next actions.