Getting started

This page walks you through your first 10 minutes with Coffield.io.

#Signing in

Go to https://coffield.io and sign in with the email and password you set up.

Forgot your password? Click Forgot password? on the sign-in screen. You'll get a reset link by email within a minute or two.

#Picking a workspace

If you belong to more than one company workspace, you'll see a workspace switcher at the top-left of the sidebar. Click the name to switch between them. Everything you do — agents, leads, files — is scoped to the workspace you're currently in.

#Click path

1. In the left sidebar header, click your current workspace name.
2. Select the workspace you want from the dropdown.
3. Wait for the page to reload before continuing.

#The main menu

The left sidebar groups everything by what you're trying to do:

#Inviting a teammate

1. Click Team Management → Invitations.
2. Click New invitation.
3. Enter their email + pick the role (Owner, Manager, Member, etc.).
4. Click Send.

They'll get an email with a one-click link to join.

#Click path

1. Team Management -> Invitations
2. Click New invitation.
3. Enter teammate email.
4. Choose role.
5. Click Send.

#Next step

Most people start by creating their first AI agent. Continue to 2. Your AI agents.

#Click-by-click dashboard walkthrough

Use this quick map when helping a user live:

1. Home -> readiness and status overview
2. AI Agents -> Agents -> create/edit agents
3. AI Agents -> Leads -> review captured leads
4. Knowledge -> manage training content
5. Integrations -> connect external systems
6. Help -> support links and troubleshooting

Operator check after each step:

1. Confirm the page heading matches the destination menu item.
2. Confirm the URL includes the expected section slug.
3. Confirm primary action button is visible (for example New invitation or New agent).