Organization Creation

Learn how organizations are automatically created during the signup process.

Overview

When you sign up for an account, an organization is automatically created for you. This guide will walk you through the simple signup process that sets up both your account and your organization.

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Step-by-Step Instructions

Step 1: Navigate to the Sign Up Page

1. Open your web browser and go to the application’s website
2. Look for a “Sign up” or “Get started” button or link
3. Click on it to open the signup page

Step 2: Fill Out the Sign Up Form

You’ll see a form with the following fields:

Email Address

• Click in the Email field
• Type your email address (for example: [e-mail])
• Make sure you use a valid email address that you have access to
• Important: The system will automatically use the part before the ”@” symbol as your organization name
  • Example: If your email is [e-mail], your organization will be named “john”

Password

• Click in the Password field
• Create a secure password that meets these requirements:
  • At least 8 characters long
  • Contains at least one lowercase letter (a-z)
  • Contains at least one uppercase letter (A-Z)
  • Contains at least one number (0-9)
• Type your password carefully

Confirm Password

• Click in the Confirm Password field
• Type the exact same password again to make sure you entered it correctly
• Both password fields must match exactly

Step 3: Review and Submit

1. Double-check that all your information is correct
2. Make sure your email address is spelled correctly
3. Verify that both password fields match
4. Click the “Sign up” button

Alternative: You can also sign up using your Google account by clicking the “Google” button if you prefer

Step 4: Wait for Account Creation

• You’ll see a message that says “Creating account…” while the system processes your information
• This usually takes just a few seconds
• Do not close the page or click away during this time

Step 5: Check Your Email

After your account is created:

1. You’ll see a success message on the screen
2. Important: Check your email inbox (and spam/junk folder) for a verification email
3. The email will contain a link to verify your account
4. Click the verification link in the email to activate your account
5. You must verify your email before you can log in

Step 6: What Happens Automatically

When you sign up, the system automatically:

• ✅ Creates your user account
• ✅ Creates an organization for you (named after the part before ”@” in your email)
• ✅ Makes you the administrator and owner of that organization
• ✅ Sets up a free subscription for your organization
• ✅ Sends you a welcome email

You don’t need to do anything extra to create the organization - it happens automatically!

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After Sign Up

Logging In

1. Once you’ve verified your email, go to the login page
2. Enter the same email and password you used to sign up
3. Click “Sign in”
4. You’ll be taken to your organization’s dashboard

Accessing Your Organization

• Your organization is ready to use immediately after signup
• You’ll see your organization name in the top navigation bar
• You can start creating projects and inviting team members right away

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Important Notes

Organization Name

• Your organization name is automatically created from your email address
• If your email is [e-mail], your organization will be named “sarah”
• You can change your organization name later in the settings if needed

Email Verification

• You must verify your email before you can log in
• The verification link is sent to the email address you provided
• If you don’t see the email, check your spam or junk folder
• The verification link may expire after a certain time, so check your email soon after signing up

Password Security

• Keep your password safe and don’t share it with anyone
• If you forget your password, you can use the “Forgot Password” link on the login page

Multiple Organizations

• Each account gets one organization automatically created during signup
• If you need to work with multiple organizations, you can be invited to join other organizations by their administrators

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Troubleshooting

”Email already registered” Error

• This means an account with that email already exists
• Try logging in instead, or use a different email address

Password Requirements Not Met

• Make sure your password has:
  • At least 8 characters
  • At least one lowercase letter
  • At least one uppercase letter
  • At least one number
• The system will show you which requirement is missing

Passwords Don’t Match

• Make sure you typed the exact same password in both password fields
• Check for any extra spaces or typos

Didn’t Receive Verification Email

• Check your spam or junk folder
• Make sure you entered your email address correctly
• Wait a few minutes - sometimes emails can be delayed
• Try signing up again if needed

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Summary

Creating an organization is simple: just sign up for an account! The organization is created automatically when you complete the signup process. You don’t need to fill out any separate forms or take any additional steps. Once you verify your email and log in, your organization will be ready to use.

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Next Steps

After creating your organization, you can:

• Create projects within your organization
• Invite team members to join your organization
• Customize your organization settings
• Set up billing information (if needed)
• Start building your chat agent solutions