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Create your account

Create a Vaanexa account to access your business workspace and begin setting up your customer communication and sales workflows. Registration requires basic business and account information, followed by email verification before you sign in and continue with onboarding.

What is Create your account?

Creating your account is the first step in setting up Vaanexa for your business.

During registration, you provide your name, business name, email address, and password. After verifying your email address, you can sign in to Vaanexa and continue with the onboarding process.

This step is typically completed by the person responsible for setting up Vaanexa and managing the initial workspace.

Why use Create your account?

Creating an account gives your business access to its Vaanexa workspace and provides the starting point for configuration.

Use your Vaanexa account to:

Access your business workspace.
Continue with the onboarding process.
Configure the features relevant to your business.
Prepare the workspace for customer conversations, leads, AI agents, and sales activities.
Establish the account used to manage the initial Vaanexa setup.

Real-Life Use Case

The situation

For example, imagine UrbanNest is preparing to use Vaanexa to organize customer conversations, follow-ups, and sales activities.

The person responsible for the setup needs to create a Vaanexa account before the business can continue with workspace configuration.

The problem

Without an account, the team cannot access the Vaanexa workspace or begin the normal setup process.

The person responsible for the setup also needs to verify the email address associated with the account before continuing.

What happens without the feature?

The business cannot proceed with its Vaanexa setup.

Customer communication and sales processes remain outside the Vaanexa workspace until an account has been created and verified.

How Vaanexa helps

Vaanexa provides a registration flow from the sign-in page. The user selects Register your business, enters the required information, verifies the email address, and then signs in to continue with onboarding.

The new workflow

Before:

No Vaanexa account
→ No workspace access
→ Setup cannot begin

After:

Case Study

Business

UrbanNest

Challenge

UrbanNest wants to begin setting up Vaanexa but does not yet have an account through which the responsible team member can access the workspace.

Objective

UrbanNest wants to create a verified account and continue to the Vaanexa onboarding process.

Vaanexa Solution

The user opens the Vaanexa sign-in page and selects Register your business. The user provides the requested registration information, verifies the email address using the verification link, and then signs in to access Vaanexa.

Outcome

UrbanNest can begin the Vaanexa setup process from an authenticated account and continue with onboarding and workspace configuration.

How Create your account works

The account creation workflow follows these steps:

The user opens the Vaanexa sign-in page.
The user selects Register your business.
Vaanexa opens the registration flow.
The user enters their name, business name, email address, and password.
Vaanexa sends an email verification message.
The user opens the verification email and selects the verification link.
The user signs in to Vaanexa using the registered email address and password.
Vaanexa takes the user to the onboarding experience so they can continue setting up the workspace.

Before you begin

Before creating your account:

Have a valid email address that you can access.
Have your business name available.
Create a password that you can use to sign in securely.
Make sure you can access the email inbox associated with the account because email verification is part of the registration process.

No existing Vaanexa workspace is required to begin registration.

How to use Create your account

Open the Vaanexa sign-in page.

The page provides options for existing users to sign in and for new users to register a business.

2. Select Register your business

Select Register your business below the sign-in form.

Vaanexa opens the registration flow for creating a new account.

3. Enter your registration information

Provide the information requested during registration.

The registration form includes information such as:

Field	Description
Name	Your name as the account user.
Business name	The name of the business being registered.
Email	The email address associated with the account.
Password	The password used to access the account.

Use accurate information that your business can continue to access.

4. Verify your email address

Check the inbox for the email address used during registration.

Open the verification email and select the verification link provided by Vaanexa.

Email verification confirms access to the email address associated with the account.

After completing email verification, return to the Vaanexa sign-in page.

Enter the registered email address and password, then select Sign in.

After successful sign-in, you can continue to the Vaanexa onboarding experience.

6. Continue with onboarding

Follow the onboarding process to continue setting up your Vaanexa workspace.

Account creation is the first step in the setup process. Additional configuration can be completed during onboarding based on the needs of your business.

Understanding the feature

Concept	Description
Account	The credentials used to access Vaanexa.
Business name	The business name provided during registration.
Email verification	The step used to verify access to the email address provided during registration.
Password	The credential used with your email address to sign in.
Sign in	The process of accessing Vaanexa using an existing account.
Onboarding	The setup experience that follows account creation and prepares the workspace for use.
Workspace	The Vaanexa environment where your business activities and configuration are managed.

Best practices

Use an accessible business email address. You need access to the email inbox to complete verification.
Enter the correct business name. Review the information before completing registration.
Use a secure password. Avoid passwords that are easy for others to guess.
Complete email verification promptly. This allows you to continue with account access and onboarding.
Avoid duplicate registrations. If your business already has a Vaanexa account, use the existing account instead of creating another one.
Keep account credentials private. Do not share your password with other team members.

Common scenarios

Scenario 1: Creating a Vaanexa account for the first time

A business is starting with Vaanexa and does not have an existing account.

The responsible user selects Register your business, enters the required information, verifies the email address, and signs in.

Scenario 2: Preparing for workspace setup

A team member is responsible for configuring Vaanexa for the business.

The team member creates the account first and then continues to onboarding to begin the workspace setup.

Scenario 3: Returning to an existing account

A user has already created a Vaanexa account and wants to access the workspace.

Instead of selecting Register your business, the user enters the existing credentials and selects Sign in.

Scenario 4: Forgotten password

A user has an existing Vaanexa account but cannot remember the password.

The user selects Forgot password? from the sign-in page and follows the password recovery instructions.

Common mistakes

1. Using an email address you cannot access

Email verification requires access to the email inbox associated with the registration.

Use an email address that you can access.

2. Creating another account unnecessarily

Registering again when an account already exists can create confusion about which account should be used.

Use Sign in when an existing account is available.

3. Entering incorrect business information

Incorrect information during registration can make later workspace setup more difficult.

Review the registration details before completing the process.

4. Skipping email verification

Registration is not complete until the required verification step has been completed.

Check your email after registration and follow the verification instructions.

Do not share your account password with other team members.

Use the appropriate team access features after signing in when additional users need access.

Frequently asked questions

What information is required to create a Vaanexa account?

The registration flow asks for information such as your name, business name, email address, and password.

Do I need to verify my email address?

Yes. After registration, check your email and use the verification link provided by Vaanexa.

What happens after I verify my email?

After verification, sign in to Vaanexa using your registered email address and password. You can then continue with onboarding.

Can I create another account if my business already has one?

You should use the existing account when one is already available. Creating duplicate accounts can make workspace access and administration more difficult.

What should I do if I forget my password?

Select Forgot password? on the Vaanexa sign-in page and follow the password recovery instructions.

What happens after I create my account?

You can sign in and continue with onboarding. The next setup steps depend on the configuration and workflows your business needs.

Complete onboarding
Workspace
Team members
Channels
Inbox
Conversations
Leads
AI Agents
Knowledge
Automations

Create your account