1. Create your workspace
Go to app.layest.com and sign up with your business email, or accept an invitation from your team. Define the name of your company. This name appears across the platform and in future company-level references, so use the name your customers and colleagues expect.2. Invite the right people
Open Settings → Members and select Invite Members. Available roles are designed for different levels of responsibility:
You can also require KYC verification or an NDA signature as part of an invitation when your onboarding process needs it.
Only owners and admins can manage sensitive workspace settings. The exact actions visible to each member depend on their role and the resources available in your workspace.
3. Add your branding
In Settings → Branding, administrators can configure:- company name
- company logo
- primary and secondary brand colors
- default language for external content
- sender address and a verified email domain
4. Organize the workspace menu
Open Settings → Workspace to decide what appears in the main navigation. You can:- show, hide, and reorder product areas
- organize agents and Agent Groups
- add Data Collections to the menu
- provision Layest-managed Data Collections when a workflow needs them
5. Check your plan and capacity
Open Settings → Billing to see your active plan, AI credits, members, Data Collections, connected accounts, connector requests, and storage usage.Ready for your first agent?
Choose an agent
Match your first workflow to Doclay, Billay, Charlay, or another digital worker.
Follow the Quickstart
Go from an empty workspace to a reviewed first run.