Onboarding
Walk through the first-run wizard that collects your details, creates your organization, and starts your fourteen-day trial.
After you verify your email, Informly drops you into a short two-step onboarding wizard. It collects everything needed to spin up your first organization. You can edit any of these answers later from settings.
Step 1 — About you
Informly asks a handful of personal questions:
- Full name — how you appear to teammates.
- Country — used for invoicing and routing.
- Avatar (optional) — up to 5 MB. PNG, JPG, or WebP.
- How did you hear about us? — helps the team understand which channels are working.
- What do you want to use Informly for? — pick one or more options (customer support, internal knowledge, lead generation, and so on). Informly uses your answers to suggest a starting template later.
If you joined through a team invitation, the "How did you hear about us?" and "What do you want to use Informly for?" questions are skipped — the answers come from the inviting organization.
Step 2 — About your organization
Next, Informly creates your organization:
- Organization name (required) — this is what your team and customers see.
- Description (required) — a short summary of what your organization does. Informly uses this when generating an AI persona for your first widget.
- Website (optional) — your public URL.
- Logo (optional) — up to 5 MB. Used on invoices and as the default avatar in chat widgets.
When you submit, Informly:
- Creates your organization.
- Makes you the owner (see Roles & permissions).
- Starts your fourteen-day free trial.
- Drops you on the dashboard.
After onboarding
You land on the dashboard with everything unlocked for the trial period. From here, the natural next step is to ingest a document and embed your first widget — see Quick start.
If you'd rather get oriented first, the Core concepts page covers the vocabulary you'll see across the product.