Getting started4 minNoindex · follow
Choose self-serve or Guided Pilot
Compare the two current ways to begin without treating Guided Pilot as a subscription plan.
- Audience
- Prospective customers and workspace owners
- Prerequisite
- Know whether you want to set up independently or first discuss a higher-touch setup.
- Outcome
- Continue to the correct account or application route.
Last reviewed 2026-08-02 · Product Information · v2026.08
Use the self-serve path
Self-serve is the product-led setup path.
- 1Open Pricing and compare the current Starter and Pro prices.
- 2Select Start trial and create your account.
- 3Complete the card-required trial checkout.
- 4Continue through onboarding and add business context.
Truth diagram VIS-10
Complete the first setup path
1Create account
2Start trial
3Add context
4Create first queue
Explanatory diagram; no customer data or runtime state.
Start a 14-day trial. A payment card is required, and your paid subscription begins automatically after the trial unless you cancel.
Use the Guided Pilot path
Guided Pilot is optional and scoped separately.
- 1Open the Guided Pilot overview.
- 2Review who the path is designed for.
- 3Submit the application with your team and workflow context.
- 4Wait for availability, scope, and commercial terms to be confirmed before setup.
Guided Pilot is an optional, higher-touch setup path. Apply to describe your team and workflow; availability, scope, and commercial terms are confirmed separately before setup begins.
Compare the paths
Both paths lead toward the same supervised product workflow.
| Path | Next route | What is confirmed now |
|---|---|---|
| Self-serve | /pricing | Published plan prices and card-required 14-day trial |
| Guided Pilot | /guided-pilot | Application first; availability, scope, and terms confirmed separately |
Guided Pilot is not a third self-serve plan.
Related documentation
Set up your account, trial, and first workspaceComplete the current self-serve path from account creation to the first content queue.Understand plans, trial, and billingUse the current published prices and capability disclosure without inferring unenforced Pro features.Review current capability limitsSeparate current supervised product behavior from future, native-provider, plan, or cross-request claims.