Create an Account

How to create an account

Step-by-step:

1. On the sign-in screen, tap the sign-up link.
2. Fill in your Name (required, at least 2 characters).
3. Fill in your Surname (optional).
4. Enter your email address. This will be your login and the address we use to contact you.
5. Enter a password, and re-enter it in the Confirm password field.
6. Tick both checkboxes — one to agree to the Terms of Service and one to accept the Privacy Policy (needs an up-to-date version of the app). Tap the links in the labels to read them inside the app first.
7. Tap Create account.

After submitting, you will see a "Check your email" success screen. We send a confirmation link to the address you entered, and you must open that link before you can sign in.

Registration field guidance

Name: Your given name, at least 2 characters. Shown to teammates and in notifications. Surname (optional): Helps teammates identify you in lists. Email: Use an address you can access — you'll need to confirm it. It is also used for login and password resets. Password: At least 8 characters, with at least one uppercase letter, one lowercase letter and one number. Avoid simple patterns like '12345678' or 'password'. Confirm password: Must exactly match the Password field. Terms & Privacy: You must tick both acceptance checkboxes to proceed — the Terms of Service and the Privacy Policy each have their own. Tap the links to read the full documents in the in-app viewer before accepting.

Show or hide password during registration

Tap the eye icon on the right side of the Password or Confirm password fields to see what you are typing. This helps avoid mismatches when setting up your password on a mobile keyboard.

Accepting the Terms of Service and Privacy Policy

You must accept the Terms of Service and Privacy Policy to create an account. Each has its own checkbox; if you tap Create account with either one unticked, a message under that checkbox tells you it is required.

Tap the Terms of Service or Privacy Policy link in its checkbox label to open and read the full documents in the app's built-in viewer, then return to the form to finish signing up.

By accepting, you agree to how CX Assistant stores and uses your data. You can re-read both documents at any time later from Profile → Legal.

Confirm your email after registration

After creating your account, you will see a "Check your email" success screen. We send a confirmation email to the address you registered with.

1. Open your email inbox.
2. Look for a confirmation email from CX Assistant.
3. Tap the confirmation button or link inside the email.
4. Once confirmed, return to the app and sign in.

If you cannot find the email, check your spam or junk folder.

Resend confirmation email

If you did not receive the confirmation email or it has expired:

1. On the "Check your email" screen, tap Resend confirmation email.
2. A new link will be sent to your registered address.
3. Check both your inbox and spam folder.

If you still do not receive it after a few minutes, make sure the email address you used is correct. If not, register again with the correct address.

Common registration errors

• Email already registered: An account with that email already exists. Try signing in or use Forgot password to recover access.
• Passwords do not match: Make sure the Password and Confirm password fields contain exactly the same text.
• Password too short or too simple: Use at least 8 characters, with at least one uppercase letter, one lowercase letter and one number.
• Terms not accepted: You must tick both acceptance checkboxes — Terms of Service and Privacy Policy — before submitting.
• Unable to reach the server: Check your internet connection and try again.

Already have an account

If you already have an account, tap Sign in at the bottom of the registration form to go back to the sign-in screen. You do not need to create a new account.

Once signed in, your next step is usually joining a project — ask a project admin for an 8-character invite code and enter it on the Join a Project screen. The code only works for the email address the invite was sent to, so sign in with that address.

Until you join a project you are in My Workspace, where you can chat with the assistant and keep your own files (needs an up-to-date version of the app). To create a new project, the Join a Project screen links to the web platform.