Get set up
Create your workspace, sign in with an emailed code, and finish the short setup wizard.
Setup takes a few minutes and happens in your web browser at
https://af-dashboard.ivalt.com. There is nothing to install for
admins. You also never need a password.
AgentFlow is currently in beta and free. There is no limit on approvers, agents or requests. The setup wizard asks for rough numbers only so we can plan pricing later.
Option A: create a new workspace
A workspace is your company's private space in AgentFlow. Everything inside it (people, agents, requests, history) is kept separate from every other company.
1. Sign up
2. Enter your code
Next time you sign in, you will get a fresh code in the same way.
3. Finish the setup wizard
The first time you sign in, a three-step wizard asks a few questions.
| Step | What it asks | Tips |
|---|---|---|
| 1. Company | Display name, industry, company size. | Display name 1 is what your team sees. Pick the closest industry 2. |
| 2. Team and usage | Roughly how many approvers, admins, AI agents and requests per month. Also what agents will ask approval for (payments, claims, outbound email, and so on). | Estimates are fine. Nothing here is a limit. |
| 3. Who sets this up? | Optionally invite up to five technical admins by email. You can also tick Also add me as a mobile approver. | Invite your engineer here if someone else will connect the AI agent. |
Click Next 3 to move between steps, then Finish setup on the last one. You land on your Dashboard.
Option B: accept an invite
If a colleague already has a workspace, they can invite you. You will get an email with an invite link, valid for 7 days. Click it and you are signed in. You will not need to create anything.
There are two kinds of invite. An admin invite gives you access to the web console. An approver invite gives you access to the TrustLoop mobile app. Check which one you received. See What you need to set up.
Your checklist
After the wizard, the Dashboard shows a Get started checklist that walks you through everything else. Each open item has a Continue link 1 that jumps straight to the right page.
| Checklist item | What it means |
|---|---|
| Finish workspace profile | Complete the wizard above. |
| Connect your first AI agent | Create a connection so an agent can ask for approvals. |
| Invite approvers | Add the people who will decide requests. |
| Default approval path is ready | Already done for you. Every workspace starts with a ready-made path that sends requests to anyone with the approver role. |
| Send a test request | Your technical team sends a first request to check everything is wired up. |
| First decision on mobile | An approver approves or rejects the test request in the TrustLoop app. |
When all six are done, the checklist disappears. You can also click Dismiss at any time.