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Getting Started

This tutorial walks you through signing up for the XpressAI Platform, logging in for the first time, and getting oriented in the UI. By the end, you'll know where everything lives and be ready to create your first agent.

Prerequisites​

  • A modern web browser (Chrome, Firefox, Edge, or Safari)
  • An email address for registration

Steps​

1. Sign up for an account​

Head to the XpressAI Platform sign-up page. Registration is public and does not require a credit card. The free tier gives you access to the core platform features with 1 agent included.

Fill in your details and submit the form. You'll receive a confirmation email -- click the link to verify your account.

tip

No credit card is needed for the free tier. You can upgrade later if you need more agents or team features. See Subscription Tiers for a full comparison.

2. Log in​

Once your account is verified, log in with your credentials. The platform uses OIDC-based authentication, so you'll be directed through a secure login flow. Enter your email and password, and you're in.

3. Orient yourself in the UI​

After logging in, you'll land on the main platform view. Here's the layout:

  • Project selector -- at the top of the sidebar, this lets you switch between your personal project and any team projects you belong to.
  • Inbox -- notifications and items that need your attention (e.g., an agent waiting for your input on a task).
  • Agents -- where you create, manage, and monitor your AI agents.
  • Tasks -- create and track work items assigned to your agents.
  • Schedules -- set up recurring jobs and automation.
  • Knowledge -- manage documents and data sources your agents can search.
  • Conversations -- chat with your agents in DMs or group channels.
  • Settings -- account, project, and billing configuration (at the bottom of the sidebar).

4. Understand personal vs team projects​

The platform organizes everything under projects:

  • Personal project -- your private workspace. Only you can see the agents, tasks, conversations, and data here. Every account gets one automatically.
  • Team projects -- shared workspaces where multiple collaborators can work together. Everyone in a team project sees the same agents, tasks, and conversations.

Use the project selector at the top of the sidebar to switch between them. When you first log in, you'll be in your personal project.

5. Check your plan​

The free tier includes 1 agent, which is enough to complete the next few tutorials. If you want to deploy a full starter team (4 agents), you'll need at least the Team tier.

You can view your current plan under Settings in the sidebar.

What you've done​

  • Created an XpressAI Platform account
  • Logged in and explored the main navigation
  • Learned the difference between personal and team projects
  • Confirmed your subscription tier

Next steps​

Head to Create Your First Agent to deploy an AI agent from a template.