Create your agency

Your agency is your home on Wozena. It holds your brand, your clients, your provider connections and your team. Creating it takes a few minutes: an account, a verified email, and a short setup wizard.

Sign up#

1. Open the sign-up page
   Go to the Wozena sign-up page. You'll see “Create your agency”.
2. Fill in your details

   Field	Notes
   First name	Required. Used to greet you in the app.
   Last name	Optional.
   Work email	Required. You'll verify it before you can sign in, so use a real inbox.
   Agency name	Required. A preview underneath shows the workspace address it suggests. You can change the address in the next part of setup.
   Password	At least 12 characters. Passwords found in known data breaches are refused.
   Confirm password	Must match.

3. Create the account
   Click “Create agency”. You can also click “Sign up with Google” if Google sign-in is offered.

Verify your email#

After sign-up you'll see “Check your email”. Open the verification email and click the link. You can't sign in until your email is verified.

• No email? Check spam, then click “Resend verification email”. If you just requested one, wait a minute before trying again.
• Once verified, sign in. You land in the setup wizard.

The setup wizard#

The wizard has five steps: “Welcome”, “Agency”, “Brand”, “Plan” and “Go live”. Your agency is created at the end of the Brand step. The steps after that are optional and can be finished later.

1. Welcome
   A short overview of what you're about to set up. Click “Get started”.
2. Agency
   Confirm your “Agency name” and choose your “Workspace address”. The field checks availability as you type and shows “Available” or “Taken”. You can also tell us how many clients you serve today. Click “Continue”.
3. Brand
   Pick a “Brand colour” from the presets or a custom colour. Click “Create workspace” to create your agency, or “Skip for now” to create it with the default colour. A setup screen shows each step as it finishes: creating your workspace, applying your brand, and preparing your dashboard. Keep the tab open until it moves on. Your logo, full brand and custom domain are set later in White-label.
4. Plan
   Choose your Wozena plan and click “Continue to checkout” to pay securely through Stripe, or click “Skip for now”. See Your Wozena plan.
5. Go live
   Your workspace address is shown here, with a card to connect your Retell key straight away. There are also shortcuts to connect Stripe, create your first agent, and add your logo and domain. Click “Go to dashboard” when you're done.

Choosing your workspace address#

Your workspace address is where you and your clients sign in, for example northbeam.iwozena.com. It also appears in links in client emails until you connect a custom domain.

• Lowercase letters, numbers and hyphens only, up to 48 characters.
• Some words are reserved and always show as taken, for example app, www, admin, support, billing and demo.
• Pick something neutral and close to your agency name. Clients see it.

What you can skip for now#

Only creating the agency is required. Everything else can wait, but some features stay locked until it's done:

Pick up where you left off with the Quickstart checklist.

Joining an existing agency#

If a colleague already runs your agency on Wozena, don't create a new one. Ask them to invite you from SettingsTeam. Open the invitation link and sign in, or create an account with the invited email address if you don't have one. You join their agency instead of creating a new one. See Team, roles and invites.

Common questions#