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A workspace is your company account in Erstan, tied to one NetSuite environment (production or sandbox). The first time you create one, a guided setup wizard walks you through naming it, connecting NetSuite, adding an AI provider, and inviting teammates so agents have everything they need to work.
Erstan is in Beta (waitlist-gated). Creating a new company or workspace requires an access code, and Owners and Admins are the only roles that can create workspaces.

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Sign in

Open Erstan and you land on the login screen. Choose how to sign in:

Continue with Google

Sign in with a Google account.

Continue with Microsoft

Sign in with a Microsoft account.

Enterprise SSO

Sign in through your company’s identity provider.

Email

Enter your email, then continue with a password or a 6-digit code sent to your inbox.
With email, you can use a password or request a one-time code (“Check your email”); the screen also offers Use password instead and Forgot password?. A Continue with NetSuite option may appear depending on your environment.
By continuing you confirm you’ve agreed to the Beta agreement terms. Accounts not yet cleared for Beta see a waitlist state (“You are on the Erstan beta waitlist”).

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Create a new company

If you’re starting a fresh workspace rather than joining one, choose Create new account on the login screen, verify your identity, and enter the access code that unlocks company creation. Enter your company name, select Create Company, and continue into the setup wizard.

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The setup wizard

A workspace that still needs setup opens a six-step wizard. The left rail shows Workspace onboarding and your progress. Steps are gated — you finish each one before moving on, though the NetSuite, AI provider, and invite steps can be skipped and finished later.
The Erstan workspace onboarding wizard with its steps and a completion summary

The workspace setup wizard

1

Workspace setup

Name your workspace. Optionally upload a square icon (PNG, JPG, or .ico, up to 256 KB).
2

Company details

Choose Company (Personal is currently disabled), then enter the Company name and an optional Legal name.
3

Plan & Billing

Confirm the Beta plan. Free, Pro, Team, and Enterprise plans appear but show Coming soon and aren’t selectable yet.
4

Connect NetSuite

Enter your NetSuite account ID (for example 1234567 or 1234567_SB1) and connect, or choose Skip for now and connect later. This sets up the shared workspace connection; see Connecting NetSuite for the full method choice and bundle install.
5

Choose your AI provider

Connect OpenAI or Anthropic so chat and agents have a model to run on. You can also skip this and add a provider later — see Connecting an LLM provider.
6

Invite your team

Add teammate email addresses as chips to send invites, or Skip for now and invite people later.
When you finish, the Workspace ready screen appears and you can select Go to workspace to land on the Home launchpad. Any step you skipped shows as Skipped for now in the completion summary, ready to finish from Connectors or Settings.
Each workspace maps to a single NetSuite account. If you enter an account ID already bound to another workspace, Erstan offers Request access to join or Open workspace instead of letting you reconnect the same realm — it won’t create a duplicate binding.

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After setup: connect NetSuite for everyone

The setup wizard establishes the workspace connection to NetSuite. NetSuite uses per-user authorization: each member then authorizes their own NetSuite user and role before agents can act as them. Agents call NetSuite tools as you, so your own NetSuite permissions control what they can read and change.
Sets up the shared workspace connection (in the wizard or from Connectors), choosing the recommended Erstan app method or Your own setup. See Connecting NetSuite.
Authorizes their own NetSuite user from the connector’s Authorizations tab or from a chat Authorization Required card. See Authorizing your NetSuite user.
Open Connectors to finish either step. Chat and agents need a connected AI provider, and most finance work needs NetSuite.
Agents act with your NetSuite role and pause for approval before any write. Keep write actions on Require approval rather than auto-approving them when you’re getting started. See Managing NetSuite: tools & write policy.

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Who can do what

Sandbox environments appear as a Sub-workspace nested under their production workspace, and the production workspace shows a Has sandbox badge. Use a sandbox workspace to try agents safely before pointing them at production.

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Next steps

Connecting NetSuite

Choose a method and finish the NetSuite connection.

Connect an LLM provider

Add OpenAI or Anthropic so chat and agents can run.

Workspaces and people

Invite teammates and manage roles.

Quickstart

Run your first agent end to end.