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Some features in this guide — including Data Engine and Publisher access — require a Pro or Enterprise plan. If you can’t access a feature mentioned here, contact your organization admin or see Billing & Plans.
This guide is for users who have received an invitation to join an existing Gloo AI organization. If you’re creating a new account and organization from scratch, see the Admin Quickstart instead.

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Step 1: Create Your Account

Sign up for a Gloo AI account at Gloo AI Studio. If you already have an account, sign in.

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Step 2: Accept Your Invitation

After signing in, you’ll see a notification for any pending organization invites. Click the button to accept the invitation. If you don’t see a notification, contact the organization admin who sent the invite.

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Step 3: What to do next — based on your role

Your organization admin assigned you one of three roles when they invited you. Here’s what each role can do:
As an Editor, you can upload content for data ingestion.
  1. Click Data Engine in the Studio sidebar, then click Ingestion.
  2. Choose an ingestion method:
    • Web Scraping — Ingest content from websites or sitemaps
    • Files — Upload documents directly (various formats, up to 1GB)
    • YouTube — Connect a YouTube channel
    • Feeds — Follow RSS/Atom feeds or ONIX catalogs
  3. Choose Files and upload a PDF to test the flow. Your content will be processed and appear in the Content Library.
Edit content metadata:
  1. Click Data Engine, then Content Library
  2. Find your uploaded file and click the edit icon in the Actions column
  3. Update fields like Title, Subtitle, Summary, Tags, and Source URL
  4. Click Save Changes
For more detail, see Upload Content and Edit Content.
As a Viewer, you can view ingestion analytics and use components, but cannot upload or edit content.
  1. Click Data Engine in the Studio sidebar, then click Ingestion Analytics to monitor content processing activity.
  2. Use the Tools section to interact with any components your organization has set up.
Contact your organization admin if you need Editor access to upload content.
If you were invited as an Admin, you have full access to the organization.See the Admin Quickstart for a complete walkthrough of setting up publishers, inviting additional users, and configuring your organization.