The path in is short: a request, a review, then an emailed link. This page covers each step and the invite-link errors that can appear along the way.
Requesting an invite
The Request an invite button on the website opens the beta access form. It
asks for a name, a work email, the organisation's name and its website. A
bare domain like yourcompany.com is fine. The website matters because, with
consent, it becomes the first source of knowledge for the Builder.
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 and the choice is remembered. Consent can also be revoked later. With no crawl, the Builder starts with less context and asks for more detail in the chat.
What happens next
Submitting lands on a pending screen showing the current stage, plus documentation links for planning the first agent before approval.
Once the organisation is approved into a beta batch, an email carries the invite link to account setup.
The invite link
Invite links are single-use and valid for seven days. The link opens account setup and keeps the organisation name and invited email address 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 approved. Standard signups then answer one payment question before the dashboard opens: how to pay.
The setup flow handles 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 does not 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- This invite link is not valid: usually superseded by a newer invite email. The most recent one is the right one.
An invite can also come from a teammate who has added someone 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. That is enough to build, test and take real calls before paying anything. The first stop after setup is choosing how to pay, followed by the Quickstart or the in-app product tour.