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By the end of this guide you will have an organization, a Publisher to own your content, and your team invited with roles. Publishers are used with Data Engine (see the note in Step 2). For API access and Gloo Code, see the Developer Quickstart and Billing & Plans.

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Step 1: Create Your Account & Organization

Start by creating your account at Gloo AI Studio. Once your email is verified, the onboarding wizard will guide you through setting up your organization:
  1. Create your Organization: Give your organization a name, like your company or team name. An Organization is the top-level container for all your work.
  2. Invite your Team: (Optional) Add email addresses to invite collaborators immediately, or skip this step to invite them later.
You can create additional organizations at any time by clicking on your profile icon in the bottom-left, selecting Manage Organizations, then clicking Create Organization.

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Step 2: Create a Publisher

Your organization needs at least one Publisher to ingest data. A Publisher can be an individual content creator or a large book publisher.
Ingesting data requires Data Engine access. Data Engine is included with existing Pro and Enterprise plans and is currently at capacity for new organizations. Existing Pro and Enterprise organizations already have access. New organizations can request access and the team will follow up, or choose Enterprise to talk to sales.
Click on your profile icon in the bottom-left and select Manage Organizations. You should see the organization you created listed. Open the Actions menu (the three dots) on that organization’s row, select View Publishers, then click Create New Publisher. Enter a name for the publisher and any other optional details you want to provide. Finally, click Create Publisher.

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Step 3: Invite Team Members

You can invite team members to join your organization and perform various tasks. If you already invited team members during onboarding, you can skip this step or use it to invite additional members. Click on your profile icon in the bottom-left and select Manage Organizations. You should see the organization you created listed. Open the Actions menu (the three dots) on that organization’s row, select Manage Users, then click Invite User. Enter the email address of the person you want to invite. Select a role from one of the following options:
  • Admin: Can manage all aspects of the organization, including setting up publishers, inviting new users and managing data ingestion.
  • Editor: Can upload content for data ingestion.
  • Viewer: Can browse the Content Library and use Agents and Skills.
See User Roles for a full description of each role. Finally, click Send Invitation.

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Next steps

Billing & products

Add Inference credits or Gloo Code seats, and manage payment methods.

Manage users

Change roles, resend invitations, and remove users.

Upload content

If your organization has Data Engine access, ingest your first content.

API usage

Monitor consumption and costs.