Account setup

How do I create an account?

Sign up at the login page with your email. You'll receive a verification email to confirm your account, then you'll be guided through creating your first organization.

Can I have multiple organizations?

Yes. Each account can belong to multiple organizations. Use the organization switcher in the sidebar to move between them.

How do I invite team members?

Go to Settings → Members and click Invite member. Team members receive an email with a signup link scoped to your organization.

What roles are available?

• Owner — Full access, including billing
• Admin — Manage members, integrations, and settings
• Member — Access conversations and contacts assigned to them