How to Create an Account

Creating your CompanyPilot account is quick and easy. Follow these steps to get started.

Step 1: Sign Up

1. Visit companypilot.ai
2. Click the "Start for free" button
3. Enter your email address and create a password
4. Verify your email address by clicking the link we send you

Step 2: Complete Your Profile

After verifying your email, you'll be asked to provide some basic information:

• Company Name: Enter your business name
• Industry: Select your industry from the dropdown
• Team Size: Choose your company size
• Role: Select your role in the company

This helps us customize your experience and suggest relevant features.

Step 3: Connect Your Tools

CompanyPilot works best when integrated with your existing tools:

CRM Integration

• Salesforce
• HubSpot
• Pipedrive
• Or use our built-in CRM

Email Integration

• Gmail
• Outlook
• Custom SMTP

Social Media

• LinkedIn
• Twitter
• Facebook
• Instagram

You can skip this step and add integrations later from Settings → Integrations.

Step 4: Set Your Preferences

Tell us how you want to work:

• Approval Level: Choose how much autonomy your AI agents should have
• Notifications: Select how you want to be notified
• Working Hours: Set your timezone and working hours

Step 5: Create Your First Agent

Now you're ready to create your first AI agent! We recommend starting with:

1. Marketing Agent - If you need help with content and social media
2. Sales Agent - If you want to automate lead qualification
3. Support Agent - If you need help with customer questions

Free Trial

Your account includes a 14-day free trial with:

• All features unlocked
• Up to 100 AI actions per month
• Email support
• Access to all integrations

No credit card required for the trial!

Troubleshooting

Can't verify your email?

• Check your spam folder
• Request a new verification link from the login page
• Contact support if issues persist

Integration not working?

• Make sure you've granted all required permissions
• Try disconnecting and reconnecting the integration
• Check our Integrations Guide for specific instructions

Need Help?

If you run into any issues during setup:

• Chat with our support team (bottom right corner)
• Email us at [email protected]
• Check our Setup Troubleshooting Guide

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Ready to go? Log in to your dashboard and start automating!