Sign in
Open Erstan and use an available sign-in method, such as Google, Microsoft, enterprise SSO, or email. Email sign-in can offer a password or a one-time code. The options shown depend on the environment. If you have an invitation or existing membership, open that workspace after signing in. General signup asks you to choose Personal, Pro or Team. A plan-specific link from Pricing keeps your chosen plan. Standard signup is available in QA and production without a beta access gate.An existing signed-in user can continue without another login. New users sign in first. Neither path silently selects Personal or charges a card.
Choose Personal or a company account
Personal asks for your own name and gives you a private workspace without Teams or company setup. Pro and Team ask for the company and billing details needed for the business account. Enterprise follows a sales-assisted setup. Review the price, trial length and Credit allowance before continuing. A self-service trial requires a card in Stripe. For an eligible trial, nothing is due today; the monthly subscription starts when the trial ends unless you cancel first. See Subscription management for card timing, trial eligibility, invoices and cancellation.The setup wizard
Follow the onboarding steps presented for your workspace:- Review your plan and complete the Stripe trial or paid checkout.
- Meet Erstan and connect the email or calendar provider you want to use.
- Enable the offered Smart Inbox, Meeting Prep or Daily Brief routines. Enabling a routine creates or reuses its corresponding private Agent; connecting a provider alone does not enable every routine.
- For Pro or Team, finish the offered organization details and optional invitations.
- Open Home and start useful work. Connect NetSuite afterward if you need NetSuite operations.
Reopen onboarding
Open Settings and find Personal onboarding or Workspace onboarding, then select Reopen onboarding. Revisit connections, routines and the setup steps available to your plan. Your billing, existing connections and Agents are preserved, and reopening onboarding does not start another free trial. The workspace selector shows the account’s plan. Personal menus retain higher-plan team features with an Upgrade action. A member who cannot manage billing can ask the owner; administrative restrictions remain separate from a plan upgrade.After setup: connect NetSuite for everyone
The workspace connection and each person’s authorization are separate. An owner or admin sets up the shared connection; each member authorizes their own NetSuite user and role before running NetSuite operations. If the account is already associated with another workspace, follow the offered access or workspace-opening flow rather than trying to create a duplicate connection. See Connecting NetSuite and Authorizing your NetSuite user.Prepare AI access
Open Connectors → AI to inspect model readiness and permitted credential modes. Use Settings → AI for chat defaults, Auto preferences, and the Logic default for new decision steps. Changing defaults does not rewrite existing published Agents. See AI providers and models.Who can do what
Workspace owners and admins manage setup, invitations, and workspace-level connections where their account permits them. Members authorize their own NetSuite identities and use the resources shared with them. Company-creation eligibility is separate from a role in an existing workspace. Write-capable actions require approval by default, subject to the configured policies and auto-approval settings. Review those settings before running work against production data. See Security and write safety.Quickstart
Get your first result.
Workspaces and people
Manage membership and roles.
AI providers and models
Check model access and defaults.
Connect NetSuite
Set up your NetSuite connection.
Credits and usage
Review the allowance and metered usage.
Subscription management
Manage the plan, invoices and cancellation.