To create a company record, you must proceed through the following steps.
Step 1: Sign up
Go to the platform's website "https://supportfinity.com/"
Click on the "Sign Up" button.
Use your company email for registration (personal emails are not allowed).
Create a strong password.
Step 2: Fill mandatory fields or let Genie do it for you!
Fill in all mandatory fields, which may include company name, address, industry, company bio and other relevant information.
Ensure that all required information is accurate and up-to-date.
Genie, our AI agent can automatically create it for you just from your company website, try that by clicking on "Create company record with AI" button.
Step 3: Save company record
After filling in the mandatory fields, save your changes
Step 4: Start using SupportFinity
Once the company information is saved, it undergoes a quick review by SupportFinity's compliance team. It will be Under Review status but you can use SupportFinity normally.
The review is to ensure that the provided details comply with the platform's quality standards.
After the review is complete, you will receive an email notification.
You can see the status of your company when you log in. It should indicate whether it is "Active" -if it meets quality criteria- or if there are any issues that needs attention.