Getting started in the dashboard

Create your account, confirm your email, work through the Get Started checklist, and start a plan or free trial. No card is needed to sign up, and every capability is visible from day one — explore first, subscribe when you’re ready.

Go to /signup and pick an account type: Company / team (work email required) or Personal (any email — for individuals; disposable providers are blocked on both).
Fill in Organization name (shown as Account name on Personal) and your Work email (just Email on Personal). Job title and phone are optional.
Choose a Password — minimum 12 characters, with an uppercase letter, a digit, and a special character — then press Create account →.

Verify your email

After signup you land on the Confirm your email screen. Click the link we sent to your inbox; on success the page shows Email verified with a Go to dashboard → button. This is a hard gate — the dashboard and API key creation stay locked until your email is confirmed. No message? Use Resend verification email; an already-used link shows Link expired or invalid.

The Get Started checklist

The dashboard home (/dashboard) opens with a Get Started card — a progress bar plus your setup steps, completed ones crossed off and each remaining step with a button that takes you to the right place. The first step is always Take the guided tutorial (press Start →; you can Replay it later). The rest depend on your account and plan:

Run your free agent assessment — the discovery questionnaire — and Create your first API key on the API Keys page.
Invite a teammate — team accounts with a second seat only.
Enroll your first agent and Become a verified operator — peer approval on the Operators page.
Publish your first consumer seal and Verify your organization — shown when Verification & Transparency is on your account.

Collapse tucks the card into a one-line summary (Expand restores it); it disappears for good once every applicable step is done.

Start a plan or free trial

Open Billing & Plan in the sidebar’s Settings group (/dashboard/billing). With no plan yet, the page shows Choose your first plan with the Agent Identity tiers: Personal ($20/mo — 14-day free trial, 5 agents included then $2/agent per month), Team ($199/mo + $4/agent — 30-day free trial), Business ($499/mo + $3/agent), and Scale ($999/mo + $2/agent). Press Get started on a card to check out via Stripe; your current tier is marked Enrolled, and sibling tiers offer a Switch.

The dashboard home also nudges you: an Activate your platform banner appears while a capability isn’t active yet, with a Start free trial → button (it becomes Manage plans → once you’re running, and it counts down your trial days). After subscribing, use Open Billing Portal on the billing page to update your payment method, download invoices, or cancel.

Where everything lives in the sidebar

Overview — the dashboard home.
Agent Identity — Agent Fleet, Operators (with a badge when peer approvals await you), My Entitlements, Agent Discovery, and Trading.
Verification & Transparency — Overview, Seals, Auto-approval (unlocks on Transparency Scale), and Evidence Guidelines.
Sustainability — Footprint and Offsets, shown to admins and the sustainability role when the add-on is on.
Activity — Consent Requests, Purchases (both badge pending counts), and Audit Log.
Settings — API Keys, Team & Access, Identity Providers, Consumer Delegation, Billing & Plan, Organization Verification, and Docs (your signed-in path back to this site). The footer below holds the theme toggle and Sign out.

Integrating by API instead? Start with the API quickstart.