BotIntelli — Sign Up User Guide

This guide walks you through creating a new BotIntelli account step by step. Use it for organization signup (creating a new organization) or invitation signup (joining an existing organization via invite link).

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Where to Start

• Website / app URL: Open BotIntelli (or your BotIntelli app URL).
• Go to Sign Up: On the landing page, click “Sign up” at the bottom of the sign-in card.
  You can also go directly to: https://app.botintelli.com/?mode=signup or https://app.botintelli.com/register (which redirects to the same form).

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Complete Sign Up Journey

Step 1: Open the Sign Up form

• You see the “Create Account” form with the title “Get started with your organization account.”
• Options shown:
  • Continue with Apple
  • Continue with Google
  • Continue with Microsoft
  • Or continue with email (email/password fields below)

Step 2: Choose how to sign up

Option A — Sign up with email (recommended for new organizations)

1. Fill in the form fields as described in the Input fields section below.
2. Click “Create Account.”
3. What happens next:
   • If your organization is already registered: You see an “Organisation Already Registered” message. Use the options there (e.g. “Request access” or “Sign in”) instead of creating a new account.
   • If signup succeeds and email must be verified: You see “Check Your Email” with instructions to click the verification link we sent. After you click the link, you can continue to onboarding or sign in.
   • If signup succeeds and the system logs you in automatically: You are taken to the Dashboard (or onboarding if it’s your first time).

Option B — Sign up with Google / Apple / Microsoft

1. Click “Continue with Google” (or Apple / Microsoft).
2. Complete the provider’s sign-in/consent in the popup or redirect.
3. If your account is new, BotIntelli may still ask for organization details (e.g. company name) depending on configuration. Follow the on-screen steps.
4. When finished, you are signed in and taken to the Dashboard or onboarding.

Option C — Sign up via invitation

1. Open the invitation link you received (e.g. https://app.botintelli.com/?invitation_token=... or https://app.botintelli.com/register?invitation_token=...).
2. The form shows “Accept Invitation” and “Create your account to join the organization.”
3. A blue notice says: “You’re joining via invitation” — your account will be linked to the inviting organization.
4. Fill in First Name, Last Name, Email, Password, and Confirm Password.
   Company Name is not required when signing up via invitation.
5. Click “Create Account & Join Organization.”
6. If successful, you are logged in and taken to the Dashboard.

Step 3: After sign up

• Email verification required: Check your email, click the verification link, then sign in or continue setup.
• Already logged in: You’ll be on the Dashboard or Onboarding (first-time setup).
• Invitation signup: You’re already a member of the inviting organization.

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Input Fields (Email Sign Up)

Field	What to enter	Rules / tips
First Name	Your first name	At least 2 characters.
Last Name	Your last name	At least 2 characters.
Organization Email (or Email Address for invitation)	Your work or signup email	Must be a valid email (e.g. name@company.com). For non-invitation signup, use your organization email; the app may check if the organization is already registered.
Company Name	Your organization/company name	At least 2 characters. Not shown when signing up via invitation.
Password	Your chosen password	At least 8 characters. Must contain at least one uppercase letter, one lowercase letter, and one number.
Confirm Password	Same as Password	Must match Password exactly.

Validation messages you might see:

• “First name must be at least 2 characters” — shorten or correct first name.
• “Please enter a valid email” — check format (e.g. user@domain.com).
• “Company name must be at least 2 characters” — only for non-invitation signup.
• “Password must contain uppercase, lowercase, and number” — add the missing type of character.
• “Password must be at least 8 characters” — use a longer password.
• “Passwords don’t match” — make sure Confirm Password matches Password.

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Organisation Already Registered

If the email domain (e.g. @yourcompany.com) is already registered:

• The app shows “Organisation Already Registered.”
• You’ll see options such as:
  • “Request access” — ask an admin of that organization to add you.
  • “Sign in” — if you already have an account, sign in instead.
  • “Use a different email address” — sign up with another email (e.g. personal) if appropriate.

Use the option that fits your situation (usually Request access or Sign in).

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After Email Verification (when required)

1. Check your email for the message from BotIntelli.
2. Click the verification link in that email.
3. You’ll be taken to the Verify page:
   • Success: Click “Continue Setup” to go to onboarding, or you may be signed in and sent to the Dashboard.
   • Error (e.g. link expired): Use “Resend Verification Email” or “Back to Sign In” and request a new link from the Resend verification page if needed.

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Resend Verification Email

If you didn’t receive the verification email:

1. From the “Check Your Email” screen, click “Didn’t receive the email? Resend verification.”
2. Or go to: Resend verification (e.g. https://app.botintelli.com/resend-verification).
3. Enter the same email address you used to sign up.
4. Submit the form. A new verification email will be sent. Check spam/junk if needed.

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Quick Reference

Action	Where
Open sign up	Landing page → Sign up or /?mode=signup or /register
Sign up with email	Fill First Name, Last Name, Email, Company Name (if not invited), Password, Confirm Password → Create Account
Sign up with Google/Apple/Microsoft	Click Continue with Google (or Apple/Microsoft) and complete their flow
Join via invitation	Open invite link → fill form (no Company Name) → Create Account & Join Organization
Organisation already exists	Use Request access or Sign in from the message shown
Didn’t get verification email	Resend verification from success screen or /resend-verification

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Troubleshooting

• “Organisation already registered”
  Your email domain is already in use. Request access from your org admin or sign in with an existing account.

• “Registration failed” / “Network error”
  Check internet connection and try again. If it persists, try another browser or clear cache.

• Verification link expired or invalid
  Use Resend verification and click the new link soon after receiving it.

• Google/Apple/Microsoft not working
  Ensure popups are allowed and you complete the provider’s screen. If the button says “Google Sign-in Not Configured,” use email sign up instead.

This completes the Sign Up journey. For signing in to an existing account, see the Sign In guide. For resetting your password, see the Forgot Password guide.