Getting started

When you sign up for ComPilot, an organization and user accounts will be created for you.

• An organization is where all your data, (such as rules, configuration, provider configuration, and customer data) is stored.
• A user is a member of your company or organization who can log in to ComPilot.

A user can log in to ComPilot by going to https://dashboard.compilot.ai/ and entering their email address. ComPilot will send them a one-time code that allows them to log in.

The initial setup of the organization is done for you by ComPilot. To get started, you will need to:

1. Create a workflow.
2. Use the ComPilot SDKs to integrate it into your app.

Then you can use the ComPilot dashboard to monitor your customers.

The rest of this section explains the use cases for ComPilot and the key concepts that will help you understand them.