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First-Time Setup

Complete the onboarding process to customize your Cloud Platform experience.

Logging In

  1. Open the Cloud Platform application
  2. Enter your email and password
  3. Optionally check Remember me to stay signed in
  4. Click Sign In

If this is your first login, you may be prompted to set a new password (minimum 8 characters).

Forgot your password? Click Forgot password?, enter your email, and follow the instructions sent to your inbox.

The 3-Step Onboarding Process

New users go through three setup steps after their first login to customize their experience.

Step 1: Choose Your Interests

You'll see a grid of interest cards. Select one or more to customize which features appear in your sidebar:

Interest What It Unlocks
Dashboarding Analytics-focused metrics and charts on your home dashboard
Task Execution Conversations, Workflows, and Calendar pages
Data Analysis Reports and spreadsheet-related tools
Integrations & APIs Connect page and API integration features
Research & Insights Insights page for deep knowledge base research
Calls & Emails Communication agent features

Select at least one, then click Continue. You can change these later in Settings.

Step 2: Set Up Your Workspace

A workspace is your team's shared environment. You have three options:

Browse & Join

  • Search for existing workspaces by name
  • Click a workspace card, then click Join

Create New

  • Switch to Create mode
  • Enter a workspace name and click Create
  • Business email domains are automatically associated

Join via Invite Code

  • Switch to Join mode
  • Paste a workspace key (format: workspace-name-1234567890123)
  • Click Find Workspace, then Join

If you already belong to workspaces, you'll see a welcome screen with your existing workspaces listed. Click one and continue.

Step 3: Choose Your Dashboard Layout

Pick between two home dashboard layouts:

  • Dashboarding — Analytics-focused: metric cards, charts, NLP queries, activity feed
  • Task Execution — Action-focused: quick actions, active tasks, calendar, activity feed

Select one and click Get Started. You can customize widgets later.

Next Steps