DocumentationOnboarding guide
Onboarding Guide
Welcome to Refly! Follow these steps to get started.
Join an existing company
Sign Up for an Account
- Visit the Refly sign-up page.
- Complete the registration form with your details.
- Verify your email address to activate your account.
Pending Invitations
- After successfully signing up, any pending invitations to join a company will be displayed.
- Review the list of invitations.
Accept or Reject Invitations
- Choose to accept or reject each invitation.
- If you accept an invitation, you will be added to the respective company.
Access the dashboard
- If you have accepted an invitation to join at least one company, you can immediately access the dashboard.
- Start working on the assistant and explore the features available.
Create a new company
Sign Up for an Account
- Visit the Refly sign-up page.
- Complete the registration form with your details.
- Verify your email address to activate your account.
No Pending Invitations
- If you do not have any pending invitations, you will need to set up your first company.
Onboarding process
- Company info: Name and basic details.
- Connect an integration to enable personalization.
Access the dashboard
- When onboarding is complete, continue with the quick start below.
Quick start
- Connect an integration
- Sync your items
- Run your first personalization