Getting Started
Account and Workspace Setup
Sign up, open your dashboard, set up your workspace, invite your team and understand how your plan affects features.
6 min read
Techno AI keeps everything for one business — channels, AI agents, catalog, Inbox and team — inside a workspace. This guide shows you how to create your account and get your workspace ready.
1. Sign up and log in
- Open Sign up and enter your name, email and a password, or continue with Google.
- Confirm your email address if you are asked to.
- Next time, use Log in. If you forget your password, use Forgot password.
2. Open the dashboard
After you log in you land on the Dashboard. The side menu (or the menu button on mobile) opens every part of your workspace: Inbox, AI Agents, Catalog, Knowledge Base, Integrations, Team, Billing and Settings.
3. How workspaces work
- Your first sign-in creates a workspace for you automatically, and you are its Owner.
- Everything you add — messages, customers, orders, products — belongs only to that workspace. Other businesses can never see it.
- If you belong to more than one workspace, switch between them from the workspace page.
4. Set your workspace details
- Open Settings.
- Under Workspace, use Rename workspace to change the name your team sees.
- Fill in the Business profile so your AI agents know who they speak for.
5. Invite team members and set permissions
- Open Team and choose Invite member.
- Enter the person's email, pick a role and choose Send invite.
- Pending invites show as Invited; you can Revoke them. Active members can be removed with Remove.
| Role | What they can do |
|---|---|
| Owner | Everything, including billing and workspace settings |
| Admin | Manage channels, agents, catalog, knowledge, API and billing |
| Member | Use the Inbox, customers, leads, orders, bookings and calls |
Note:Only Owners and Admins can connect channels or change configuration. These rules are enforced by the server, not just hidden in the screen.
6. Plans and features
- Each plan sets limits (for example how many agents or channels you can add) and which integrations are available.
- When a feature is not in your plan, Techno AI shows Not available or Upgrade Plan instead of letting you continue.
- See prices on the Pricing page and manage your plan under Billing.
Troubleshooting
- I can't see Integrations buttons: you may be a Member. Ask an Owner or Admin.
- The invite email didn't arrive: check spam, then revoke and send the invite again.