> ## Documentation Index > Fetch the complete documentation index at: https://docs.vendschat.com/llms.txt > Use this file to discover all available pages before exploring further. # Getting started — FAQ > Extended Q&A for AI Workspace Co-Admin about sign-up, account setup, the Onboarding page, and first-day product use. Extended Q\&A for **AI Workspace Co-Admin** about sign-up, account setup, the **Onboarding** page, and first-day product use. *** ## Account & sign-up ### How do I create a Vendschat account? Go to **`/signup`** or use **Start trial** from [vendschat.com](https://vendschat.com). Choose: * **Continue with Google**, or * **Email** — full name, company name, work email, password ### What’s the difference between email signup and Google signup? | | **Email signup** | **Google signup (new user)** | | ----------------- | --------------------------------- | ---------------------------------------------------- | | Org + workspace | Created **immediately** at signup | Created on **`/oauth-onboarding`** after Google auth | | Lands on | `/chat` | `/oauth-onboarding` → then `/chat` | | Company name | From **Company name** field | From **Organization name** on oauth-onboarding | | Default workspace | **Headquarters** | **Headquarters** (if workspace name left blank) | ### Do I need a credit card to sign up? The sign-up page says **“No credit card required”** for the trial. Upgrade and payment happen later in **Settings → Organization → Billing & Usage**. See [billing docs](/billing/plans-and-usage) for trial length and plan details. ### What password rules apply? For email accounts: uppercase, lowercase, number, special character, minimum 8 characters. The form shows a live checklist and strength meter. ### I signed up with Google and see “Set up your workspace” — is that normal? **Yes.** That’s **`/oauth-onboarding`**. Enter your **organization name** (required) and optional **workspace name**, then **Continue**. You only see this once for a new Google account. ### I already have an account but Google sends me to oauth-onboarding You should redirect to **Chat** automatically. If not, sign out and sign in with the account that already has a workspace, or complete the form if you truly have no workspace yet. ### Where do I sign in? **`/signin`** — email/password or **Continue with Google**. *** ## Onboarding page vs oauth-onboarding ### What is the Onboarding page? **`/onboarding`** — in-app checklist: *“Let's get you set up”* with four steps: 1. Connect a channel 2. Create labels 3. Set up integrations / automation 4. Invite team Open from sidebar **Onboarding** or mobile **More → Onboarding**. ### What is oauth-onboarding? **`/oauth-onboarding`** — one-time **account** setup for new **Google** users without a workspace. Not the same as the product Onboarding checklist. ### Where do I go after email signup — onboarding or chat? **Chat** (`/chat`). Your organization and workspace already exist. Optionally visit **`/onboarding`** for the setup checklist. ### Can I skip the Onboarding checklist? **Yes.** Nothing blocks **Chat** if you skip it. The page is guidance — connect channels and invite team when you’re ready. ### I don’t see “Onboarding” in the sidebar Likely **Member (Chat-only)** role — nav may hide setup pages. Owners/admins see it. You can still open **`/onboarding`** directly if authenticated. *** ## Onboarding steps (detailed) ### Step 1 — Where do I connect WhatsApp / Messenger / Instagram? **Onboarding → Manage channels** → `/settings/workspace/channels` → **Add Channel** → catalog. Or: **Settings → Workspace → Channels**. Full guide: [channels overview](/channels/workspaces-and-channels-overview). ### Is there a video for channel setup? **Yes** — embedded in Onboarding Step 1 accordion (*“How it works”*). ### Step 2 — Where do I create labels? **Onboarding → Create Your First Label** → `/settings/workspace/labels`. Or: **Settings → Workspace → Labels**. ### How many labels should I create at first? At least **two** meaningful tags (e.g. `Sales`, `Support`) before high message volume. ### Step 3 — What does “Create AI Agent” mean? Opens **AI Agents** (`/ai-agents`) — browse templates or create from scratch. Test before you assign live threads. Integrations stay at **Settings → Workspace → Integrations** (`/settings/workspace/integrations`) — Agent Skill, Lovable, MCP, n8n, Zapier, Make, HubSpot. Optional for day one. ### Step 4 — How do I invite teammates? **Onboarding → Add Team Member** → `/settings/workspace/team-members`. Or: **Settings → Workspace → Team Members → Invite**. *** ## Invited teammates ### I got an invite email — what do I do? Click the link → accept page → set password (or use existing) → **Accept Invitation** → **Chat**. You join the inviter’s workspace — no separate company signup. ### Do invited users see the Onboarding page? They **can** if their role includes **overview** access. Many **Members** only see **Chat**. ### What role should I give a support agent? **Member** — Chat-only. **Admin** if they manage channels and templates. *** ## First channel & Chat ### I connected a channel but Chat is empty Customers must **send you a message first** on that channel (inbound). Or your team starts outbound where the channel allows it. ### How do I know my channel is ready? **Settings → Workspace → Channels** — status should be **active** (not pending/disconnected). ### Support only vs Support, sales & ads for WhatsApp? **Support only** — inbox + templates. **Support, sales & ads** — adds Click-to-WhatsApp ads. See [WhatsApp doc](/channels/whatsapp). ### Where is my first reply? **Chat** → select conversation → type in composer → send. Walkthrough: [First channel & inbox](/getting-started/first-channel-and-inbox). *** ## Roles & access during setup ### Who can connect channels? Usually **Owner** or **Admin** with Settings access. ### Who pays and upgrades the plan? **Organization owner** — **Settings → Organization → Billing & Usage**. ### Can members complete onboarding steps? Only if they can reach **Settings** pages. Members invited for Chat often cannot connect channels themselves. *** ## Help & resources ### What are the Resources on the Onboarding page? Right sidebar: **Intro**, **Contact**, **Book**, **Help center**, **Video guides** — shortcuts to learning and support content. ### How do I ask questions in the app? Use **AI Workspace Co-Admin** — setup how-tos and live workspace status. ### Should I turn on AI Agents on day one? Usually **no**. Handle manual replies first; add **AI Agents** when the same questions repeat. See [AI Agents overview](/ai-agents/ai-agents-overview). ### What’s the difference between Co-Admin and AI Agents? | | **Co-Admin** | **AI Agents** | | ----- | ------------- | ---------------------------- | | Helps | **Your team** | **Your customers** | | Where | Co-Admin chat | Assigned threads in **Chat** | *** ## Mobile ### Where is Onboarding on mobile? **More** tab (bottom nav) → **Onboarding**. ### Where are Settings on mobile? **More → Settings** or **Settings** hub — same workspace paths as desktop. *** ## Related docs * [Onboarding & setup guide](/getting-started/onboarding-and-setup-guide) — main reference * [Welcome](/getting-started/welcome) * [First channel & inbox](/getting-started/first-channel-and-inbox) * [Channels FAQ](/channels/channels-faq) * [Billing FAQ](/billing/billing-faq)