After you sign up, &AI sends you to the onboarding flow.

The first step asks for Organization name. Enter the name your team should use across &AI, then click Next.

The second step asks which parts of the platform you plan to use. Select at least one option before clicking Next.

The current onboarding options are:

If you choose Other, &AI also asks you to describe what else you want to use. Enter that detail before continuing.

Select the customer plan you want to use after the trial ends. The current options are Pro and Pay-as-you-go. Pro is selected by default. Click Next to confirm the plan and continue.

After the customer-plan step, the next state depends on your organization.

Some organizations are paused for manual review. If that happens, onboarding shows a pending-review state with Check review status instead of the Stripe payment flow.

Everyone else continues to the payment step. Click Add payment method to start the Stripe setup flow. This step saves a chargeable payment method for the organization, but it does not activate the trial by itself and does not charge you just for entering the trial.

When the payment method is ready, click Next to move to the final review step.

The last step summarizes that your product interests are selected, your customer plan is selected, and your payment method has been added. Click Start free trial to activate the organization and open product access.

After you click Start free trial, &AI may briefly show progress states such as Starting trial..., Activating your organization and preparing product access..., or Adding your trial credits.

This is expected. The app can keep you on the onboarding page for a short time while it finishes organization setup and waits for the trial credits to become visible. When everything is ready, &AI redirects you into the app automatically.

Onboarding is complete only after your organization leaves the onboarding lifecycle and the app redirects you to the main workspace. After that point, any future billing updates happen from Admin > Billing, not from the onboarding page.

If you need to change billing details later, use the Billing section in Admin after onboarding.

Support chat is available from onboarding through the Need help? Chat with support. link. You can also use Book demo from the side panel if you want help before you start the trial.