
Use this guide when you have been invited to Zira or need to create your account before signing in.

You may already have an invitation link from your team.

## Open the sign-up page

1. Open the invitation or sign-up link your team sent you.
2. Check that your email address is correct.
3. Fill in the required account details.

![Sign-up page with the account details fields visible.](/docs/getting-started/account-access/create-account/01-sign-up-page.png)

## Create the account

1. Enter the requested profile details.
2. Choose a password you can remember.
3. Review the terms and conditions.
4. Click **Sign Up**.

If Zira asks you to verify your email, open the verification email and follow the instructions.

## Sign in after setup

After your account is ready:

1. Open the Zira sign-in page.
2. Enter your **Email** and **Password**.
3. Click **Login**.

## Related guides

- [Sign In to Zira](/docs/getting-started/account-access/login) - Open your new account and start using Zira.
- [Forgot Your Password](/docs/getting-started/account-access/forgot-password) - Reset access if you cannot remember your password.
- [Update Your Profile](/docs/getting-started/profile-preferences/profile) - Add your photo and personal details after setup.


Fill in the sign-up form and create your Zira account before signing in.

Create Your Account


Use AI Agents when you want a repeatable AI reporting flow instead of a one-time answer.

An AI Agent lets you save:

- a name and description
- the dashboard it belongs to
- the widgets it should use as context
- the question it should answer
- the answer style you want to keep

This is helpful when a team wants a consistent summary for the same dashboard data over time.

## Open AI Agents

1. Open the channel where the agent belongs.
2. Click the **AI Agents** tab.
3. Review the current list or click **Add Agent** to create a new one.

## Create a new AI Agent

1. Click **Add Agent**.
2. Enter a name.
3. Add a short description.
4. Select the dashboard the agent should use.
5. Continue into the agent setup screen.

Choose a name that tells people what the agent is for, such as a daily performance summary, a shift review, or an exceptions report.

## Configure the agent

On the setup screen, define the parts that control the answer:

### Name and description

Use these to explain what the agent is meant to produce.

### Dashboard

This shows which dashboard the agent is tied to.

### Time Range

Use this to control the time period the agent should analyze. Besides presets such as **This Week**,
the **Custom** tab offers a relative range such as the last 4 weeks, which moves forward each time the
agent runs.

### Question

This is the main instruction the agent will answer every time.

### Answer style

Use style options to shape how the answer should read.

### Widget context

Select the widgets that should provide the data context for the answer.

## Select the right widgets

The widget selection is one of the most important parts of the setup.

1. Open the **Widgets** selection section.
2. Select the charts or KPIs that belong in the report.
3. Review the preview cards on the right.

Try to keep the context focused. When the agent pulls from too many unrelated widgets, the answer can become less clear.

## Write a strong default question

A good agent question should describe the recurring job you want the agent to do.

Examples:

- Summarize the most important production changes in this time range.
- Identify unusual drops or spikes and explain what stands out.
- Compare key metrics across the selected widgets.

If the answer feels too generic, narrow the question and tell the agent what kind of insight matters most.

## Preview the answer before saving

1. Click **Generate**.
2. Review the answer preview.
3. Adjust the question, answer style, or widgets if needed.
4. Generate again until the result matches what you want.

This preview step is important because it lets you refine the agent before other users rely on it.

## Save the agent

When the setup looks right:

1. Click **Save**.
2. Return to the **AI Agents** list when needed.
3. Open the agent again later to continue refining it.

## Update an existing AI Agent

Use the existing agent page when you want to:

- change the question
- update the selected widgets
- adjust the time range
- refine the answer style
- change the text size for the preview

The best workflow is usually:

1. open the existing agent
2. change one thing at a time
3. generate a fresh preview
4. save when the result looks right

## When to use AI Agents instead of AI Assistance

Use **AI Agents** when:

- the question should be reused
- the answer should follow a consistent structure
- multiple people need the same reporting logic
- the workflow needs to be revisited and refined over time

Use **AI Assistance** when you are still exploring and have not decided on the final question or style yet.

## Tips for better AI Agents

- Keep the widget context focused.
- Name the agent around the job it performs.
- Use the preview before every major save.
- Keep the question clear and repeatable.
- Use answer styles to make the report easier to scan.

## Read next

- [Dashboard AI Assistant](/docs/ai-assistance/dashboard-ai-assistant) - Test ideas quickly before turning them into a saved agent.


Create and manage reusable AI agents that use selected dashboard widgets, saved questions, and preferred answer styles.

AI Agents


Use this guide when a colleague has invited you to a Zira site or company and you want to join.

When someone invites you, Zira sends an invitation to your email address. What you do next depends on whether you already have a Zira account.

## Open your invitation email

1. Check the inbox for the email address that was invited.
2. Open the email from Zira inviting you to join.
3. Click the invitation link or button in the email.

If you cannot find the email, check your spam or junk folder, then ask the person who invited you to **ReInvite** you.

## If you are new to Zira

If you do not have a Zira account yet, the invitation link opens the sign-up page with your email already filled in.

1. Check that your email address is correct.
2. Enter your profile details and choose a password.
3. Review the terms and conditions.
4. Click **Sign Up**.

After your account is ready, you are joined to the site or company you were invited to. See [Create Your Account](/docs/getting-started/account-access/create-account) for the full sign-up steps.

## If you already have a Zira account

If you already use Zira, open the invitation link and sign in with your existing email and password.

Once you sign in, the new site or company is added to your account, so you can switch to it from the left sidebar.

## Confirm you joined

After accepting:

1. Open the left sidebar.
2. Look for the site or company you were invited to.
3. Open it to confirm you have access.

Your access level was set by the person who invited you. If you were invited as a **Viewer**, you can view content but not manage settings; as an **Admin**, you can also manage the space.

## If your invite does not work

- The invite may have expired. Ask the person who invited you to **ReInvite** you.
- Make sure you are signing in with the exact email address that was invited.
- If you still cannot get in, contact the person who invited you or your support contact.

## Related guides

- [Sign In to Zira](/docs/getting-started/account-access/login) - Open your account once you have joined.
- [Create Your Account](/docs/getting-started/account-access/create-account) - Finish account setup if you are new.
- [Follow a Channel](/docs/channels/follow-a-channel) - Get notified about new posts and tasks once you are in.


Open your invitation email and join the Zira site or company you were invited to.

Browse Guides

Create Your Account

Open the sign-up page

Create the account

Sign in after setup

Related guides