The path in is short: a request, a review, an emailed link. This page covers each step, and what the various invite-link error pages mean.
Requesting an invite
The Request an invite button on the website leads to a short form that is used to request access to the beta.
It asks for a name, a work email, the organisation's name and its website — a
bare domain like yourcompany.com is fine. This last one is important as it is used to build the agent's knowledge which means
that we are primed to start building the first agent with some knowledge of the business once you are approved.
The checkbox gives consent: If approved, I consent to polite.ai crawling this website to build my agents' knowledge. That crawl is why a first agent knows the business's opening hours and services from the start — see Website knowledge. The checkbox can be left unticked (the choice is remembered), and consent can be revoked at any time but by doing so the agent builder will be much dumber and will need everything it needs to know spelling out. This typically produces worse results and more slowly.
What happens next
Submitting lands on a pending screen showing the current stage and links to documentation which can be useful to plan out how you will use polite.ai before you are approved.
Once you have been approved into a beta batch, you will receive an email with an invite link to the account setup page.
The invite link
Invite links are single-use and valid for seven days. The link opens account setup, which names the organisation being joined and the email being joined as, and keeps both on screen throughout. Setup ends with a password (eight characters or more) or Continue with Google — the Google account must match the invited email exactly. Finishing setup signs the new account in immediately, with no second sign-in, and starts any website crawl that was consented to. Standard signups then meet one question before the dashboard: how to pay.
The setup flow is resilient to detours. A cancelled or mismatched Google attempt returns to the invite page with the password option still open, and the password-reset and email-confirmation links offered there both come back to the invite afterwards. A password set without finishing setup still works: reopening the link and signing in with it resumes setup where it left off.
When a link doesn't work
Three states, each with its own page:
- This invite has expired — links last seven days, and a fresh one has to come from the polite.ai team. The page gives a direct email address to ask for one; the original signup is not lost.
- This invite was already used — the account exists, so sign in instead.
- This invite link isn't valid — usually superseded by a newer invite email. The most recent one is the right one.
You may also be invited to join a teammate's existing organisation where they have added you directly from Settings → Team. See Team & roles.
After approval
Approved organisations start their beta journey with a 30-day Pro trial and £45 of calling credit — enough to build, test and take real calls before paying anything. The first stop after setup is choosing how to pay; then the Quickstart or the in-app product tour.