Skip to main content

Start a new AI project assistant from the sign-up page

Use the sign-up page to create your account, keep your marketing tracking data, and jump straight into your first AI-powered project assistant.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the AI project sign-up page

Navigate to the /sign-up page to see the split-screen layout, with the product story on the left and the secure sign-up form on the right.

Open the AI project sign-up page

Step 2: Review how the AI project team works

Read the left-hand panel to understand the four-step flow from asking for a document through to receiving the finished output from the right assistant.

Review how the AI project team works

Step 3: Confirm you are starting from your project need

Use the marketing panel to check that you can request items such as progress reports, handover packs, or safety plans and that the system will handle the workflow for you.

Confirm you are starting from your project need

Step 4: Complete the sign-up form

In the right-hand panel, use the embedded Clerk sign-up form to create your account using your chosen email or identity provider.

Complete the sign-up form

Step 5: Preserve tracking and intent data automatically

When the sign-up page loads, your campaign tracking and any deep-link task intent are stored so your analytics and targeting stay intact after registration.

Preserve tracking and intent data automatically

Step 6: Finish registration to activate your account

Submit the form and verify your identity if prompted; once completed, your new session is created and you are treated as an authenticated user.

Finish registration to activate your account

Step 7: Let the system resolve your requested task

After sign-up, the app checks your stored intent with the backend resolver so it knows which AI assistant and workflow to launch for your project.

Let the system resolve your requested task

Step 8: Continue seamlessly as a returning user

If you revisit /sign-up while already logged in, you will skip the form and be taken directly through the same intent resolution flow to your active task.

Continue seamlessly as a returning user

Step 9: Arrive in the launched assistant task

You are redirected to the appropriate workspace or document task, where the selected AI assistant begins or resumes the workflow you requested.

Arrive in the launched assistant task


Last updated: 2026-07-09