Sign Up & Create a Workspace

01Create your account

1. Navigate to platform.waypath.app
2. Click Sign Up on the auth page
3. Enter your name, email, and password
4. Complete the verification
5. Click Create Account

A workspace is automatically created for your account with a unique ID (ws_ followed by 8 characters).

02The onboarding wizard

After signup, Waypath walks you through the onboarding wizard:

1. Workspace name: give your workspace a descriptive name
2. Team size: helps Waypath optimize defaults
3. Primary use case: marketing analytics, sales pipeline, or both

03Onboarding checklist

A getting-started checklist appears in the bottom-right corner with 6 items:

• Create your account (done!)
• Name your workspace
• Connect an integration
• Explore Intelligence
• View the Pipeline
• Invite a team member

Complete each item to dismiss the checklist. You can reopen it from Settings > Getting Started.

04Next steps

With your workspace created, you are ready to connect your first integration.