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Platform Access

AI for Service is available in multiple regions. Use the URL for your region to sign in.
The USA URL is used as an example throughout the documentation. Replace it with your region-specific URL.
Supported Browsers: Use the latest version of Google Chrome, Microsoft Edge, Apple Safari, or Mozilla Firefox. Microsoft Internet Explorer mode in Edge isn’t supported.

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Outbound IP Addresses

AI for Service makes outbound requests from fixed IP addresses per region. If your systems use IP allowlisting, add the relevant IPs to your allowlist.

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Trial Plans

AI for Service offers trials for Automation AI and Contact Center AI. For Agent AI and Search AI, select Contact Us to express interest.
  • Trials for different modules run independently—you can start additional trials while one is active.
  • Automation AI (trial or paid) includes basic Search AI. Full functionality requires the Advanced RAG Add-on.
  • When a trial expires, apps stop responding to end users, but you retain access to build and deploy.

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Account and Workspace Setup

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Sign Up

You can sign up in two ways:
  • Create a new account: Sign up with your work email. You automatically become the account Admin and can invite others.
  • Join an existing account: Accept an Admin’s email invite, or sign up with your enterprise email and select the enterprise workspace when prompted.
To create a new account:
  1. Visit your region-specific login page.
  2. Enter your work email and required details, then select Sign up.
  3. Enter the verification code sent to your email and select Verify.
You can also sign up using Google or Microsoft 365. The Platform uses SAML-based authentication for sign-up and sign-in. See the password policy.
If your verification code expires, request a new one. The Platform sends reminder emails with updated codes at periodic intervals.

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Sign In

Sign in with your registered email and password. The Platform also supports:
  • Single Sign-On (SSO): Authenticate once using one set of credentials.
  • Two-Factor Authentication (2FA): An additional security layer that prompts for a code after your username and password.

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Workspaces

A workspace organizes your team and apps. Key facts:
  • Every new workspace is a Standard Workspace by default. A company representative can upgrade it to an Enterprise Workspace.
  • A workspace can have one or more apps; a user can belong to multiple workspaces and apps.
  • In this documentation, we use Workspace and account interchangeably.
If you sign up via Google Workspace or Microsoft 365, the Platform uses your email domain as the workspace name (for example, example.com for john@example.com). You can rename it from your Profile.

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Invite Users

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Invite to a Workspace

  1. On the Platform Landing Page, select Invite from the top navigation menu.
  2. Enter the email addresses of the users to invite and press Enter.
  3. Select Invite. Users receive an email and gain workspace access upon accepting.
The Invite Members option is visible by default to admins with the Master Admin role. For custom admin roles, enable the Invite permission in role management.

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Invite via the Admin Portal

Account administrators can also manage invitations from the Apps Admin portal.
  1. Sign in to the Platform Admin Account.
  2. Select Enrollment > Invite.
  3. Enter the email IDs and select Send Invitations.
Invited users can access agents in the account but can’t build agents until Platform access is explicitly granted (see below).

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Grant Platform Access

To let invited users build and manage apps:
  1. Sign in to Platform Admin Account.
  2. Select User Management > Users.
  3. Select the target users, choose Platform from the Actions dropdown, and click Apply.

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Invite to a Specific App

App owners can invite users directly to an app.
  1. On the Platform Landing Page, select the + icon on the app card.
  2. Enter the user’s email, name, and role.
  3. Select Share Invite. The user receives an email and gains app access upon accepting.

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Landing Page

After signing in, the landing page is your account homepage. Available elements:
By default, only three apps appear in the list. Click View All or use the search bar to find others.

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Top Menu (Inside an App)

When you open an app, the top menu provides access to:

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Left Navigation Menu

The left navigation changes based on the product you are working in. Product-specific navigation: Common features available across all products:

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Create Your First App

DialogGPT is the default orchestration mode for new AI for Service apps. It reduces configuration effort and improves conversational accuracy. The required XO GPT models are enabled automatically when you create an app.
  1. On the app listing page, select New App.
  2. Select the app type: AI Agents (Automation AI), Contact Center AI, Search AI, or Agent AI.
  3. Enter the App Name and a brief Description. Select the Language and App Icon.
  4. Select Proceed.
  5. In the confirmation dialog, choose to review the DialogGPT configuration or proceed directly to create dialogs.