Create your ConnectLoop workspace

Step-by-step instructions to spin up a new workspace and invite your first teammates.

Category:
Getting Started
Read time:
4 min
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Setting up your ConnectLoop workspace takes about five minutes. Follow the steps below to get up and running.

1. Sign up

Head to agents.connectloopai.com and click Start Free. You can sign in with Google, Microsoft, or a work email address — we recommend a work email so your teammates can join automatically by domain.

2. Name your workspace

Pick a workspace name your team will recognize (usually your company name). This name appears on the chat widget by default — you can override it later from Configuration → Branding.

3. Invite teammates

From Settings → Members, invite teammates by email or share the join link. New members default to the Agent role; promote them to Admin if they need to manage billing or integrations.

What's next

Once your workspace is live, the next step is to install the ConnectLoop widget on your site.