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Sign Up & Onboarding

Welcome to AgentFlow! This guide will help you create your account and get set up in just a few minutes.
Prefer a video walkthrough? Check out our Quick Start Guide for a complete step-by-step tutorial.

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Create Your Account

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Step 1: Visit AgentFlow

Go to app.agentflow.live and click “Get Started” or “Sign Up”.

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Step 2: Sign Up

AgentFlow uses secure authentication powered by Clerk:

Secure Sign-In

Sign up with your email address or use a social provider (Google, GitHub, etc.)
Email verification may be required depending on your sign-up method. Check your inbox for a verification link if prompted.

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Set Up Your Organization

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What is an Organization?

An organization in AgentFlow is your workspace where you:
  • Connect and manage AI endpoints
  • Invite team members
  • Configure groups and access control
  • Distribute AI connections
You can belong to multiple organizations and switch between them anytime.

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Request Organization Access (Beta)

AgentFlow is currently in beta. To create an organization:
1

Access Admin Panel

After signing in, click your profile dropdown in the top navigation and select “Admin Panel”
2

Request Organization Creation

Click “Create Organization” and you’ll see a waitlist formFill out:
  • Organization name
  • Your use case
  • Why you need AgentFlow
3

Wait for Approval

Submit your request and wait for approval notificationApproval time: Typically 1-2 business days
4

Become Organization Owner

Once approved, you’ll become the Organization Owner with full permissions:
  • Connect AI endpoints
  • Create groups and manage access
  • Invite team members
  • Configure organization settings

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Complete Your Profile

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Why Complete Your Profile?

A complete profile helps:
  • Team members recognize you in conversations
  • Personalize your AgentFlow experience
  • Enable proper notifications and settings

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Profile Settings

Navigate to your profile (top right → Profile):
  • Display Name: How you appear to others
  • Profile Picture: Upload an image or use your account avatar
  • Email: Your contact email (verified)
  • Phone (optional): For SMS notifications
  • Time Zone: Your local timezone
  • Language: Interface language
  • Theme: Light, dark, or auto
  • Date Format: MM/DD/YYYY or DD/MM/YYYY

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Onboarding Checklist

Complete these steps to get the most out of AgentFlow:
1

✅ Create Your Account

Sign up with email or social provider
2

✅ Request Organization Access

Submit waitlist form and wait for approval
3

✅ Complete Your Profile

Add your details and preferences
4

Connect Your First AI

Connect an AI endpoint → Connection Guide
5

Create Access Groups

Set up groups and assign AI connections to them
6

Start a Conversation

Chat with your AI connection → Conversation Guide
7

Invite Your Team

Add team members → Invite Guide

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What’s Next?

Now that you’re set up, here’s what to explore:

Platform Overview

Tour the AgentFlow dashboard and learn the basics

Connect Your First AI

Connect your first AI endpoint in minutes

Understanding AgentFlow

Learn key concepts and terminology

Your First Conversation

Start chatting with an AI agent

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Troubleshooting

  1. Check your spam/junk folder
  2. Wait 5 minutes (sometimes emails are delayed)
  3. Click “Resend verification email” on the verification page
  4. Contact support@agentflow.live if still not received
Organization URLs must be unique. Try:
  • Adding your company location: acme-sf
  • Adding your team name: acme-engineering
  • Using abbreviations: acme-inc
Note: Your organization name (display) can be anything—only the URL must be unique.
Organization URLs are permanent and cannot be changed after creation. Choose carefully!If you need a different URL, you’ll need to create a new organization and migrate your content.
To delete your account:
  1. Go to Settings → Account
  2. Scroll to “Danger Zone”
  3. Click “Delete Account”
  4. Confirm deletion
This action is permanent. All your data, agents, and conversations will be deleted.
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