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