Getting started

Where each Incenti assistant lives, what data it can see, what it can and cannot change, how your conversations are stored, and the controls for chat history, clearing a chat, and the per-minute message limit.

Every email Incenti sends on your behalf or to you, who receives it, which ones also appear on the notification bell, what the subject lines look like, and why you cannot reply to them.

Add a teammate with a role and product access, see them on the Users list, send them an invitation, and edit, disable, or remove a user later.

Read updates from the bell in the header, use the Notifications page's Inbox and Archived tabs, mark items read, archive them, and see which events notify you and which also send email.

How your account role (Admin or Member) and your product access decide what you can see and do in Incenti, exactly what each role can change, and what only Incenti staff can set.

How a product's per-account user limit is set, who it counts, what happens when the last seat is taken, and how to free a seat or raise the limit.

How long a sign-in link and a signed-in session last, what returns you to the page you were on, why one email belongs to one account, what each error screen means — including the new-version reload notice — and what Incenti staff can see.

Sign in with your work email, Google, or Microsoft account, confirm your identity from the emailed link, understand every error screen you might hit, and sign out when you're done.

An overview of the modules available in Incenti, what each one is for, where you land after signing in, and where to go next depending on what you are trying to do.

Open your profile from the user menu, edit your name, title, email, and phone inline, switch between Light, Dark, and System theme, and sign out.