Setting up your account

From waitlist to your first login — what to expect.

Ask Bob accounts are provisioned through our waitlist and onboarding flow. You will receive email when your workspace is ready.

Before you start

Business name and primary contact email
Website URL (for knowledge ingestion)
Which departments matter most (scheduling, sales, support, etc.)

Typical timeline

Pilot customers: we ingest your site, review knowledge with you, then enable the Customer Portal and widget. Enterprise paths may include dedicated onboarding.

What to do next

Still stuck? Contact us before you have portal access, or open a ticket from Help & Learning after sign-in.