All documentation · First steps

Getting started with Clyentra

Go from zero to a working workspace in about a minute. This page explains how organizations, navigation, and the AI operator fit together, and where to go next.

5 min read · Reviewed 2026-07-13

Clyentra is a connected AI business workspace by Clyentra Inc. Sales, marketing, projects, finance, HR, storage, and AI studios live behind one login and share the same data. This page is the 60-second orientation: what happens when you sign up, what an organization is, and how to find anything in the product.

The three steps to a live workspace

1. Create your account. Go to the signup page, fill in Username, Email, Password, and Confirm Password, then press Create Account. There is no email verification step — you are signed in immediately. See Create your Clyentra account.
2. Land in onboarding. A brand-new user has zero organizations, so Clyentra redirects you straight to the onboarding wizard at /onboarding. Nothing else in the app is reachable until you have a workspace.
3. Launch your workspace. The wizard walks through five steps — Profile, Seed Data, Location, Integrations, Plan — and ends on Your workspace is ready!. Press Launch Workspace → and you land on the dashboard at /home/overview. See Create an organization.

You can try before you pay: On the plan step, choose Start free trial to begin a 3-day free trial with no credit card required. Paid plans are Starter $29, Growth $79, and Pro $149 per user per month. You can change plans any time from Usage & Billing (/usage).

An organization is your workspace

Everything in Clyentra belongs to an organization. Leads, pipelines, tasks, files, invoices, employees, and AI credits are all scoped to one organization. When people talk about "your workspace", they mean your organization.

• You can belong to several organizations — for example, your own company and a client's.
• Switch between them from the organization switcher in the app header. The app reloads its data for the organization you pick.
• Create another organization at any time from the switcher, using Add Organization. That opens the same onboarding wizard.
• Your login is personal; your permissions are per organization. The same email can be an owner in one organization and a limited member in another.

The navigation is filtered by your permissions

Clyentra does not show every user every module. Navigation is built from the roles and permissions granted to you in the organization you are currently in. If a teammate can see a screen you cannot, an administrator needs to grant your role access to it. See Roles and permissions.

Missing a screen?: First check which organization is selected in the switcher. Second, check your role. Most "the menu item disappeared" reports are one of those two things.

Two shortcuts worth learning on day one

The Clyentra operator is the AI assistant built into the workspace. It opens in a side panel over whatever screen you are on, so you keep your context. There is also a dedicated Agentic AI page at /home/agentic-ai for longer-running work. AI features draw on AI credits, priced at $0.10 per credit, topped up in packs of 10, 50, 100, or 500 with Buy AI Credits. See AI assistant and AI credits.

Where to go next

• Secure the account. Turn on 2FA from /profile → Security. See Two-factor authentication.
• Bring in your people. Invite teammates and assign roles. See Manage your team.
• Bring in your customers. Import or create leads and customers. See Leads and customers.
• Set up the money side. Confirm your plan and payment details on Usage & Billing (/usage). See Subscription and billing.
• Tune the workspace. Currency, address, tax fields, and defaults live in organization settings. See Organization settings.

A good first hour: Enable 2FA, invite two teammates, create one lead, and ask the operator (⌘J) to summarize it. That exercises accounts, permissions, CRM, and AI in one pass.