How do I sign up?

Go to the sign-up page and create an account with Google or Microsoft in one click, or with your first name, your email address and a password. Any address you normally use is fine, a Gmail or Outlook one included. With a password, we email you a button that confirms your address.

The assistant first asks for your company details, which every business email must show by law. Then it asks what you sell, who buys it and where, shows you what your agents will look for, and waits for you to press Looks right before anything is saved or any lead is used.

After Looks right

Your first leads are found while the assistant shows you round: your email, your Feed, your leads, an example of your Desk, and the plans. Then your own Desk opens, with what is left to do at the top, such as connecting your mailbox.

You can press I'll finish this later at any point. When you come back, it carries on where you stopped.

Before your first email goes

The set-up's first step asks for your company details, which every business email must show by law: you find your company on Companies House, or say you are a sole trader or a partnership. If you leave before giving them, your Desk asks again. Emails wait until your mailbox is connected and those details are in.