Create your workspace

Your workspace is where your team builds agents, connects apps, and reviews their work. It takes about two minutes to set up.

Sign up

1. Go to the sign-up page and enter your work email, or continue with Google or Microsoft.
2. Check your inbox for the verification email and click the link.
3. Choose a workspace name. Most teams use the company name; you can change it later.

Every new workspace starts with a 14-day trial of the Pro plan. No credit card is required, and nothing is charged when the trial ends unless you choose a plan.

Invite your team

Open Settings → Members and invite teammates by email. You can paste a list of addresses separated by commas.

Role	Can do
Admin	Manage billing, members, policies, and every agent
Builder	Create, edit, and run agents
Approver	Review and approve actions that need a person

Invites expire after 7 days. You can resend them from the members list.

Set workspace defaults

In Settings → Workspace, review these before you build your first agent:

• Time zone: used for schedules and reports.
• Default approval rule: we recommend approval required for anything that sends email or moves money.
• Data region: US, EU, or APAC on Business and Enterprise plans.

Tip: set the approval rule first. Every agent you create afterwards inherits it.

What’s next

Build your first agent, or connect the apps your team uses most.