> ## Documentation Index
> Fetch the complete documentation index at: https://help.eazybe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Eazybe Onboarding: Your First Steps to AI-Powered WhatsApp

> Complete guide to setting up your Eazybe account, from sign-up to full platform access.

## Introduction

This guide will walk you through the entire Eazybe setup process, from creating your account and verifying your email to establishing your organization.

**This guide covers:**

* Creating and verifying your account
* Setting up your workspace
* Chrome Extension installation (optional)
* WhatsApp API connection (optional)
* CRM connection (optional)
* Understanding your free trial
* Platform navigation overview

***

## Getting Started

<Note>
  Start your journey at: [app.eazybe.com/signin](https://app.eazybe.com/signin)
</Note>

***

## Account Creation

<Steps>
  <Step title="Access the Sign-in Page">
    Navigate to [app.eazybe.com/signin](https://app.eazybe.com/signin) to begin your onboarding journey.

    <img src="https://mintcdn.com/eazybe/1pdXS3GIpSRF0ZS7/images/onboarding-image1.png?fit=max&auto=format&n=1pdXS3GIpSRF0ZS7&q=85&s=927cb5c85e324530184d5f9a9464d2fd" alt="Sign-in Page" width="1380" height="595" data-path="images/onboarding-image1.png" />
  </Step>

  <Step title="Enter Your Email">
    Enter your email address or sign in with Google. Then click on **Get Started**.

    <img src="https://mintcdn.com/eazybe/1pdXS3GIpSRF0ZS7/images/onboarding-image2.png?fit=max&auto=format&n=1pdXS3GIpSRF0ZS7&q=85&s=b81dea18a1b4e6e37cff719ff1d9aea4" alt="Email Entry" width="1380" height="595" data-path="images/onboarding-image2.png" />
  </Step>

  <Step title="Verify Your Email">
    Enter the verification code you received on your email, then click on **Verify**.

    <img src="https://mintcdn.com/eazybe/1pdXS3GIpSRF0ZS7/images/onboarding-image3.png?fit=max&auto=format&n=1pdXS3GIpSRF0ZS7&q=85&s=b5037f96191c01246af35dfae1fc06bd" alt="Email Verification" width="1380" height="595" data-path="images/onboarding-image3.png" />
  </Step>
</Steps>

***

## Set Up Your Workspace

<Steps>
  <Step title="Join or Create an Organization">
    You can join your existing organization using the **organization code** or create a new organization. Then click on **Continue**.

    <img src="https://mintcdn.com/eazybe/1pdXS3GIpSRF0ZS7/images/onboarding-image4.png?fit=max&auto=format&n=1pdXS3GIpSRF0ZS7&q=85&s=0c280d427e4ce57af06e09ad51d978f5" alt="Organization Setup" width="1380" height="595" data-path="images/onboarding-image4.png" />
  </Step>

  <Step title="Create New Organization">
    To create a new organization, enter your organization name, upload an organization logo (optional), and then click on **Create Organization**.

    <img src="https://mintcdn.com/eazybe/1pdXS3GIpSRF0ZS7/images/onboarding-image5.png?fit=max&auto=format&n=1pdXS3GIpSRF0ZS7&q=85&s=71d9d6a559f3aec9390aeaf7c992aeca" alt="Create Organization" width="1380" height="595" data-path="images/onboarding-image5.png" />
  </Step>
</Steps>

***

## Optional Setup Steps

<Steps>
  <Step title="Chrome Extension Installation (Optional)">
    You can install the Chrome Extension for enhanced functionality or click on **Skip for now**.

    <img src="https://mintcdn.com/eazybe/1pdXS3GIpSRF0ZS7/images/onboarding-image6.png?fit=max&auto=format&n=1pdXS3GIpSRF0ZS7&q=85&s=4345ac383d16bb309b8a6e6f6fd7da20" alt="Chrome Extension" width="1380" height="595" data-path="images/onboarding-image6.png" />
  </Step>

  <Step title="WhatsApp API Connection (Optional)">
    You can connect your WhatsApp API now or click on **Skip for now**.

    <img src="https://mintcdn.com/eazybe/1pdXS3GIpSRF0ZS7/images/onboarding-image7.png?fit=max&auto=format&n=1pdXS3GIpSRF0ZS7&q=85&s=b20ffbd54ec49119dd084bb222890827" alt="WhatsApp API" width="1380" height="595" data-path="images/onboarding-image7.png" />
  </Step>

  <Step title="CRM Connection (Optional)">
    You can connect your CRM now or click on **Skip for now**.

    <img src="https://mintcdn.com/eazybe/1pdXS3GIpSRF0ZS7/images/onboarding-image8.png?fit=max&auto=format&n=1pdXS3GIpSRF0ZS7&q=85&s=9496b309c699fa0f9683cb3515664de7" alt="CRM Connection" width="1380" height="595" data-path="images/onboarding-image8.png" />
  </Step>
</Steps>

<Tip>
  You can complete these optional setup steps later from your dashboard.
</Tip>

***

## Your Free Trial

After the successful setup, you get a **Free 4-Day trial** with full access to all features.

<img src="https://mintcdn.com/eazybe/1pdXS3GIpSRF0ZS7/images/onboarding-image9.png?fit=max&auto=format&n=1pdXS3GIpSRF0ZS7&q=85&s=f5221132bb7c9752296859afd821a6e5" alt="Free Trial" width="1380" height="595" data-path="images/onboarding-image9.png" />

***

## Platform Navigation

You have all the functionalities available on the **Sidebar Navigation**.

<img src="https://mintcdn.com/eazybe/1pdXS3GIpSRF0ZS7/images/onboarding-image10.png?fit=max&auto=format&n=1pdXS3GIpSRF0ZS7&q=85&s=09e21c5a4e8d8b5417f7383c3cef301e" alt="Sidebar Navigation" width="1380" height="595" data-path="images/onboarding-image10.png" />

***

## User Account Management

Manage your account settings, preferences, and profile from the user menu.

<img src="https://mintcdn.com/eazybe/1pdXS3GIpSRF0ZS7/images/onboarding-image11.png?fit=max&auto=format&n=1pdXS3GIpSRF0ZS7&q=85&s=2a8228d297937aa83370ea6a0474408b" alt="User Account" width="1380" height="595" data-path="images/onboarding-image11.png" />

***

## Related Articles

* [Onboarding to Coexistence](/en/getting-started/onboarding-to-coexistence)
* [Cloud WhatsApp Overview](/en/getting-started/cloud-whatsapp/about)
