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Create your account

In this tutorial you sign in to the console, create an account for your organisation, complete billing setup, invite your first colleague and find Ideate and Build in the navigation. It takes about fifteen minutes. At the end you have a working account that you administer, with one other member in it.

You need a work email address that you can sign in with through an identity provider such as Google or Microsoft, and a payment card. The card is saved but not charged today.

If your company already uses AlisX

Join its account instead of creating one. You then share its projects, its people and its bill, and you don't need a card.

  1. Open https://console.alisx.com and sign in with your work email.
  2. Under Your team is already here, find your company's account. Its row offers one of two buttons:
    • Join: anyone with your email domain can join. Click it. You see Welcome to and the account's name; click Open AlisX.
    • Request to join: an Admin lets people in. Click it, then Send request. The row shows Waiting for approval, and you get an email when you're let in.
  3. Once you're in, what you can use is set by the account's Admins. If Projects shows Limited Ideate functionality, ask an Admin to turn on Ideate for you (see Manage product access).

That's all a joiner needs. The rest of this tutorial creates a new account.

1. Sign in

Open https://console.alisx.com in your browser.

You are sent to the sign-in page. Choose your identity provider and sign in with your work email.

You should see the console open on the sign-up page, with the Alis logo in a centred card and the text Finding your accounts while the console looks up accounts linked to your email domain.

2. Start a new account

What you see next depends on whether your company already uses AlisX.

  • If no account matches your email domain, the card shows Set up your account straight away.
  • If accounts do match, the card shows Your team is already here and lists them, each with a Join or Request to join button. If one of them is your company's, join it instead: see If your company already uses AlisX. To create a new account anyway, click New account at the bottom of the list.

On Set up your account:

  1. Type a name in Account name. This is the name your team sees when they use the account. You can change it later.
  2. Choose your Billing country. This decides the currency you are invoiced in and cannot be changed later.
  3. Click Create account.

You should see the screen What happens after the free credits?, with a progress tracker across the top showing the steps Account, Spending, Billing details and Card.

3. Choose what happens after the free credits

The screen tells you how many free credits your new account starts with, in your currency, and that nothing is charged today. It offers two choices:

  • Stop at the free credits: once your free credits are used up, new work can't start. Anything already running finishes. This is selected to start with.
  • Keep going, up to a limit: you are billed monthly for what you use, and new work can't start once you reach your limit. Pick an amount under Spend limit, or Other to enter your own.

Leave Stop at the free credits selected for now and click Continue. If the account is still being created, the button shows a spinner and moves on by itself when the account is ready.

4. Enter your billing details

On Billing details:

  1. Under Billed as, choose An individual or A business.
  2. Under Address, fill in Street address, State or province and Postal code. Country is the billing country you chose.
  3. Under Contact, fill in Billing email and Phone in international format.
  4. If you chose A business, fill in Legal name, Trading name and VAT number under Business.
  5. Click Continue.

Nothing is charged at this step.

5. Add a card

On Add a card, enter your card details in the form and click Save card.

If your billing country is South Africa, click Continue to Paystack instead. Paystack runs a once-off R1 charge to check the card and then returns you to the console, where you see Saving your card.

You should see Opening AlisX, then the console opens on a new chat with Alis, the agent you work with in AlisX.

6. Find Ideate and Build

Look at the frame around the chat:

  • A navigation pane on the left. It starts with Home and Skill store, then Projects, Interviews and Artifacts under Ideate, and Environments, Workstations and Activity under Build. Your chats with Alis are listed under Chats.
  • At the bottom of the pane, Support, then your name with your account name beneath it. This is your active account: everything you do in Ideate and Build is measured against it. Click it to open the account menu, where you switch accounts, see your Usage and, as an admin, open Account settings.

7. Invite your first colleague

  1. Click your name at the bottom of the navigation pane, then Account settings.
  2. In the pane on the left, click Members.
  3. Click Add member in the title bar.
  4. Type your colleague's email address in Add people by email and pick it from the list. If they do not have an AlisX user yet, the dialog asks for their Given name and Family name.
  5. Under Product access, click Alis Ideate so it is selected. Leave Alis Build unselected for now.
  6. Click Add.

You should see your colleague as a row in the members table with the Alis Ideate switch on. They receive an email invitation.

8. Open Build

Click Activity under Build in the navigation pane.

The first time you open Build, the console starts a short welcome journey that sets up your Build profile: how much guidance you want, when Alis should ask for approval, which AI provider and editor you use. Answer the questions to reach the Build Activity page.

You now have an account with billing set up, one member besides yourself, and both Ideate and Build open to you.

Where to next