Create Your CntX Account and Company

Overview

Your CntX journey starts with two linked objects: a user account (who you are) and a company (the tenant that owns billing, users, workspaces, and content). Everything you build—context, strategies, calendars, campaigns, integrations—lives under the company. Workspaces sit one level below and isolate brands, regions, or client properties.

During signup CntX collects basics (name, email, company name, website when available) and routes you through plan selection or a 30-day trial via Stripe Checkout. The trial lets you complete onboarding, run Context Discovery, and generate initial planning output before committing to a paid plan. Choosing Plus, Pro, Business, or Agency affects seat limits, workspace count, and whether billing attaches to you individually or to the company—but it does not change the core product loop.

Home surfaces recommended next steps based on readiness: Context Discovery, strategy creation, calendar generation, or integration setup. Treat those prompts as the fastest path to value rather than exploring every sidebar item on day one.

When to use

Follow this guide when you:

• Are new to CntX and need the canonical signup path.
• Were invited by a teammate but must create your own company first (separate from accepting an invitation to an existing company).
• Are spinning up an agency account that will later manage owned or delegated client companies.
• Need to confirm what “company” means versus “workspace” before inviting users or connecting WordPress.

If you already have an account and only need another brand under the same company, skip to workspace creation instead of registering again.

Before you start

Prepare the following:

• A work email you can access immediately for verification.
• Your company legal or marketing name and primary website URL (HTTPS). The URL powers crawl-assisted discovery and brand setup—enter it during signup when possible.
• Awareness of your plan fit: Plus for solo operators, Pro for small teams sharing a workspace, Business for centralized team billing and unlimited workspaces, Agency for multi-client portfolio management.
• A payment method only if you subscribe during signup; trial starts without charge where eligible.

Avoid creating duplicate companies for the same organization—use invitations or Business seat management to add colleagues later.

Steps

1. Open the CntX signup page from the marketing site or an invitation landing page.
2. Enter your email, password, and profile name. Use a corporate domain when you represent a business tenant; personal emails work but may limit domain-matching features on Business plans.
3. Confirm your email if Cognito sends a verification link or code. You cannot complete company setup until verification succeeds.
4. On first login, complete the company profile wizard: company name, website, industry hints, and locale if prompted. Save before navigating away—partial profiles still create the tenant but slow Context Discovery.
5. Choose a plan or accept the trial offer. Stripe Checkout opens for paid paths; return URL brings you back to CntX with subscription status reflected in Settings → Billing.
6. Review Home. Note the readiness checklist or recommended card (often Context Discovery). The default workspace is created automatically (named “Default” on Plus; additional workspaces available on higher plans).
7. Optional: open Settings → Profile to adjust display name or timezone; open Settings → Billing to confirm trial end date and plan name.
8. If you operate an agency, confirm company type after signup—Agency plans unlock portfolio views and owned/delegated client flows under `/agency` without repeating this signup.

Expected result

You have an authenticated user linked to a Company record with at least one Workspace. Home loads without pricing redirect (trial active or subscription paid). Settings shows your role—typically ADMIN on a company you created.

Billing state should read trialing or active depending on checkout. No calendar items exist yet; that is normal. Context Discovery should appear as the primary recommended action.

Tips

• Enter the website URL early — Crawl jobs, brand extraction, and competitor suggestions depend on a reachable domain. Fix typos before launching discovery.
• One person creates the company — Colleagues join via Invite users under Settings, not separate signups for the same tenant (unless they need their own Plus/Pro subscriptions).
• Pro workspace sharing — Up to three Pro users on the same email domain may share a workspace; each still carries an individual subscription.
• Agency vs Business — Business is for one organization with many workspaces; Agency is for operators managing separate client companies with delegation or owned-account models.
• Trial limits — Onboarding and light generation work during trial; heavy crawl or seat additions may surface upgrade prompts as you approach plan quotas.
• Do not confuse company with workspace — Connect WordPress per workspace integration; billing and user roles sit at company level.

Next step

Run Complete Context Discovery so CntX can capture company description, products, audiences, and brand signals before you create a content strategy or calendar.