Create your account and workspace

You get into Mesy at app.mesy.ai in one of two ways: create a new workspace, or accept an invitation to an existing one. This page covers both, plus signing in and resetting a password.

Create a new workspace

Creating a workspace makes you its admin. Open app.mesy.ai/register.

Self-serve registration can be invite-only. When it is, the page reads “Creating a workspace is invite-only right now” and asks for an Access code before it shows the form. Enter the code you were given and click Continue. A used, revoked, expired or unknown code shows an error on the same screen.

To create the workspace, fill in the form:

1. Type your name under Name.
2. Type your company name under Workspace.
3. Pick a Template: General CRM, Recruitment, Real Estate, Consulting, Insurance or Blank / Custom.
4. Enter your Email.
5. Enter a Password and repeat it under Confirm password.
6. Read the short note on how Mesy’s AI features send your workspace content to AI providers, then tick I have read and accept the Privacy Policy and the Terms of Service. The two links open the documents on mesy.ai. A second box, Send me product news and tips by email, is optional and starts unticked.
7. Click Create workspace. Mesy signs you in and opens the welcome screen.

A password needs 8 to 72 characters with a lowercase letter, an uppercase letter, a number and a symbol. The meter under the field reads Weak, Fair, Good or Strong as you type. Clicking Create workspace without the Privacy Policy and Terms box ticked shows “Accept the Privacy Policy and Terms of Service to continue” and creates nothing. Mesy records which version of each document you accepted, and when. Accounts created before this step existed are not asked to accept it later. The register page has no Google or Microsoft buttons: a social sign-in can’t create a workspace.

Sign in

Open app.mesy.ai/login, enter your Email and Password, and click Sign In. If you set up two-factor authentication, a Two-step verification screen asks for the Verification code from your authenticator app, or a Recovery code instead. If your admin requires two-factor authentication and you haven’t set it up, sign-in stops at Set up two-factor authentication until you do.

Below the form are Continue with Google, Continue with Microsoft and, on browsers that support passkeys, Sign in with a passkey. Google and Microsoft sign-in only works for an account already linked to that provider. If your email exists in Mesy but isn’t linked, Mesy tells you to sign in with your password and link the method under Settings. If no account is linked at all, it asks you to get an invite from your administrator.

Reset a forgotten password

Click Forgot password? on the sign-in page, enter your Email and click Send reset link. Mesy shows the same confirmation whether or not the address is registered. The link in the email is valid for 30 minutes.

To set the new password from the link:

1. Open the link. Mesy checks it and shows Set a new password, or Link expired with a Request a new link button.
2. Enter a New password and repeat it under Confirm password.
3. If your account has two-factor authentication, enter a Two-factor code from your authenticator app or a recovery code. A passkey account gets a browser prompt instead.
4. Click Set password & sign in. Mesy signs you in and opens your home page.

Join a workspace from an invitation

An admin creates invitations in Admin under the Organization tab. Clicking Generate Invite shows a form with Email (optional), a Role of Member, Manager or Admin, and Create. With an email filled in, the admin can tick Email this invite link to the recipient; otherwise they copy the link and send it themselves. An invite with no email is an open invite anyone with the link can use. Every invite expires after 7 days, and the Invitations table shows the date under Expires.

Your link opens You’ve been invited, naming the workspace, the inviter and your role. To join:

1. Type Your name.
2. Check the Email field. An invite addressed to you fills it in and locks it.
3. Enter a Password (the same rules as above) and repeat it under Confirm password.
4. Tick I have read and accept the Privacy Policy and the Terms of Service, the same box as on the register page, with the same optional product-news box under it.
5. Click Join workspace. Mesy signs you in and opens your home page.

Click Continue with Google or Continue with Microsoft on the invite page to join without setting a password. Both buttons stay greyed out until you tick the Privacy Policy and Terms box. That path only works for an invite addressed to an email, and the address on your Google or Microsoft account must match it. A link that was already used or has expired shows the reason and a Go to login link.