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Account Setup

Create your Corebee account, configure your workspace, and invite your team.

7 min|Lesson 1 of 5

Account Setup

Getting started with Corebee takes about 10 minutes. This lesson walks you through account creation and initial configuration.

Creating Your Account

  1. Visit corebee.ai and create your free account (no card needed)
  2. Sign up with your work email or Google account
  3. Choose your workspace name (usually your company name)
  4. Select your timezone and primary language

Workspace Configuration

After signup, you will land on the onboarding flow. Complete these steps:

Company Profile

  • Add your company name and logo
  • Set your support email address
  • Configure your business hours

Team Setup

  • Invite team members by email
  • Assign roles: Admin, Agent, or Viewer
  • Admins can configure AI settings and manage billing
  • Agents handle escalated conversations
  • Viewers can access analytics but cannot respond

Initial Settings

AI Personality — Choose a tone that matches your brand for your AI chatbot:

  • Professional and formal
  • Friendly and conversational
  • Technical and precise

Language — Select your primary support language. Corebee supports 50+ languages and can auto-detect customer language.

Business Hours — Set when human agents are available. Outside these hours, the AI handles everything and queues complex issues for the next business day.

Security Basics

  • Enable two-factor authentication for all admin accounts
  • Review the data retention settings
  • Configure your allowed domains for the chat widget

Checklist Before Moving On

  • Account created and verified
  • Company profile completed
  • At least one team member invited
  • AI personality configured
  • Business hours set

Next up: Installing the Corebee chat widget on your website.

Ready to put it into practice?

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