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Create your company

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The setup screen calls a company an organization. Creating one gives you a place to manage agents and billing; this step takes no payment.

Before you begin#

Who can do this: a verified account eligible for new-company onboarding. Have the company name and primary contact ready. If you are joining an existing company, accept its invitation instead of creating a duplicate.

Complete organization setup#

  1. Open organization setup. If prompted, complete email verification first.
  2. Enter Organization name and Primary contact.
  3. Check Verified work email. This read-only value comes from your account.
  4. Expand Legal and billing details · optional to add Legal business name, Tax ID, and Billing address, if available.
  5. Review the information and choose Create organization.
  6. Check the company name on Home. If you arrived from an agent request, continue reviewing that request when prompted.

You should see: your new company becomes available in the app, with your account as its Owner. You can update its details later under Settings → Company.

If setup is unavailable#

If the page shows Organization access needs review, ask the previous company Owner or Coryntas to review your membership. Creating a new company is not a recovery path for removed access.

If self-service organization setup is unavailable, use the contact option shown in the app. If submission fails, check the field errors and whether the company already appears before retrying. A successful company creation does not itself order an agent or pay an invoice.

Company contact fields do not create accounts or invite members. Invite colleagues separately from Members.

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