Account Setup

Learn how to get set up in Kognitos after we create your account.

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.

For login instructions, refer to our Logging In to Kognitos guide.

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:

Role	Description
Administrator (Admin)	Has full control over an Agent, including adding users, managing permissions, and handling credentials.
Member	Can manage automations and handle exceptions.

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 [e-mail] or via our in-app support chat (preferred).