Account Setup

This guide will walk you through setting up and configuring your new Kognitos account.

1

Account Creation

Kognitos will create your account for you. Once it’s ready, you’ll be able to log in and set up.

2

Logging In

Follow the steps here to log in to Kognitos.

3

Create an Organization

Your first step is to create an organization—your dedicated Kognitos instance for building automations. After logging in, follow the prompts to name your Organization.

4

Create an Agent

Within your organization, you can create agents. Agents act as divisions within your organization, allowing you to separate processes across teams, agents, and geographic regions. Each agent is equipped with its own set of learned knowledge, configurations, and connections to other tools, allowing it to operate independently and securely. To create a new agent:

1. Click on the dropdown menu in the top right (displaying the currently selected Agent).

2. Select Create New.

3. Configure your new Agent and click Submit.

5

Add Users

Follow these steps to add users (collaborators) to your organization:

1. Click on the user icon in the top right corner.

2. Click on Invite members in the drop-down menu.

3. On the Collaborators screen, click on + Add User.

4. Add the User's email and select their role.

5. Click on Add User. The user will receive an invitation email to join your Agent.

Need Help?

If you encounter issues setting up your account, contact our support team at [email protected] or via our in-app support chat (preferred).