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Setting Up Your Account

Everything you need to know about creating and managing your TAB account.

Creating your account​

  1. Go to theagentbuilder.ai
  2. Click Sign Up
  3. Enter your email address
  4. Create a strong password
  5. Click Create Account

Verifying your email​

After signing up, you'll receive a verification email:

  1. Check your inbox for an email from The Agent Builder
  2. Click the verification link in the email
  3. You'll be taken to your dashboard, ready to start
Not seeing the email?

Check your spam or junk folder. The email comes from [email protected].

Logging in​

  1. Go to theagentbuilder.ai
  2. Click Log In
  3. Enter your email and password
  4. Click Sign In

Forgot your password?​

  1. On the login page, click Forgot Password
  2. Enter your email address
  3. Click Send Reset Link
  4. Check your email for a password reset link
  5. Click the link and create a new password

The reset link expires after 24 hours. If it expires, just request a new one.

Onboarding​

After creating your account and workspace, you'll see a short onboarding survey. This helps TAB understand your needs:

  1. Welcome - A quick introduction
  2. Role selection - What's your role?
  3. Agent placement - Where do you plan to place agents?
  4. Referral - How did you hear about TAB?
  5. Thank you - You're all set!

You can skip any step if you prefer.

Your account settings​

Find your account settings by clicking Settings in the sidebar, then selecting the Account tab.

What you can change​

Profile Information

  • Your name
  • Profile picture

Email Address

  • Your email is shown for reference
  • Contact support if you need to update it

Password

  • Password change from the settings page is coming soon
  • For now, use the "Forgot Password" link on the login page to reset your password

Keeping your account secure​

Use a strong password

  • At least 8 characters
  • Mix of letters, numbers, and symbols
  • Don't reuse passwords from other sites

Don't share your login

  • If you need team members to access TAB, add them to your workspace instead

Log out on shared computers

  • Always log out when using a computer others have access to

Deleting your account​

If you need to delete your account:

  1. Go to Settings in the sidebar, then the Account tab
  2. Scroll to the bottom
  3. Click Delete Account
  4. Confirm the deletion
This cannot be undone

Deleting your account removes all your agents, conversations, and data permanently.

Next steps​

Now that your account is set up: