Account Setup

Creating Your Organization

Your first step is to create an Organization—your dedicated Kognitos instance for building automations. To get started:

1. Log in to Kognitos.

2. Follow the prompts to name your Organization.

Creating 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.

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.

Adding Users

Follow these steps to add users to your Organization:

1. Click on the user icon on the top right, then click on Invite members in the drop-down menu.

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

1. Add the User's email and select their Role:

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

Need Help?

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