Account and workspace setup
Create an account, verify email, accept invites, switch workspaces, and understand how workspace ownership works.
Access
Register and verify
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 chatbots, 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.