---
# System prepended metadata

title: Account Setup and Subscription 2.0

---

# Account Setup and Subscription 2.0

To use yellow.ai, you need to have an account with us. This article will help you in setting up and upgrading your account.

## 1. Signup to yellow.ai

Once you sign up, your account will be on a free trial for 21 days. In this free trial you can try all the features in our platform and analyse what would work best for your business before you opt for a paid account.

1. Go to [cloud.yellow.ai](https://cloud.yellow.ai/auth/signup)
2. Select your preferred mode of signup.
3. Fill in the fields and click **Signup**.

<img src="https://i.imgur.com/5I4eh2i.jpg" alt="drawing" width="100%"/>


:::note 
* You can signup only with an official email address, personal email addresses will not be validated. If you face any issues, feel free to [contact us](https://yellow.ai/contact-us/).
* Choose your country code while providing your contact number.
::: 

4. You will receive the verification link in your registered email address. Click **Verify Email**. You will be taken to your Yellow.ai account.

<img src="https://i.imgur.com/altk7y6.png" alt="drawing" width="100%"/>

:::note
This link is valid for 24 hours.
:::

5. In the following screen, select the industry your business belongs to. This will help us showing you predefined templates for your industry.You can choose the Industry not listed? drop-down to look for your industry. Click Next when you're done.

![](https://i.imgur.com/OkWBriT.png)


6. In the following screen you can 

* either choose the common use-cases of your bot, see a preview of those flows on the left and click **Start with template** to create a bot with those use-cases 

![](https://i.imgur.com/WFTVDZk.png)


* or scroll further down, describe your use-case and create a bot from the scratch by clicking **Start from scratch**.

![](https://i.imgur.com/dufX5rl.png)

Once you have filled the fields and clicked **Create bot** your bot will created and you will redirected to the [conversation settings](https://docs.yellow.ai/docs/platform_concepts/studio/overview#-3-conversation-settings) page. 
 
Once you have created a bot, you can publish it by following the steps you mentioned [here](https://docs.yellow.ai/docs/platform_concepts/studio/test-and-publish-bot/modes/).

## 2. Account Upgrade

Your yellow.ai account can be upgraded before or after your trial periods ends. 

### 2.1 To upgrade before the trial period

 1. Click the **Free** button on the top left corner.

<img src="https://i.imgur.com/wAolRzi.png" alt="drawing" width="100%"/>

2. Click the **Schedule now** button in the following pop-up to have a 1:1 with our product consultants who will help you choose a plan that suits your business.

<img src="https://i.imgur.com/er6Ut7y.png" alt="drawing" width="100%"/>


### 2.2 To upgrade after the trial period
 
Once your trial ends, you will see this pop-up in your  account. 

<img src="https://i.imgur.com/e57YUgM.png" alt="drawing" width="100%"/>

Click the **Schedule call** button to have a 1:1 with our product consultants who will help you choose a plan that suits your business.

Once you click the **Schedule Now/ Schedule call** buttons, the **Calendly** pop-up gets displayed, where you can choose the **date**, **time** and the **time zone** that works for you.

![](https://i.imgur.com/5Jrm75i.png)

In the following screen, fill in all the fields and click **Schedule Event**. 
 
![](https://i.imgur.com/gikyMOq.png)


## 3. Subscription

A default subscription with basic plan (T0) is created for every new user signing up on the cloud.yellow.ai platform. 

For yellow.ai employees signing up on cloud.yellow.ai for the first time, can create their own subscription or is provided a training subscription where they can create a bot and explore the platform.

### Number of bots per subscription

Initially all subscriptions are allowed to create a single bot but if needed, we can upgrade the account to create more bots within the same subscription. Please reach out to sales@yellow.ai for more details. 

Subscription is used by the account team to maintain billing details, users can have more than one subscription but its suggested that one company or organisation creates only one subscription and gets it upgraded via sales if required.

### Upgrade Subscription and Tier details

In your subscription, you will initially have Basic subscription (T0), for accessing other premium features, you need to upgrade your subscription.
To upgrade your subscription reach out to support@yellow.ai .
Here is a list below which shows all the tiers and features available.

|   Feature   |  Basic (T0) |    Standard (T1)   |  Professional (T2) |         Enterprise (T3)        |
|:-----------:|:-----------:|:------------------:|:------------------:|:------------------------------:|
|    Studio   |      ✅      |          ✅         |          ✅         |                ✅               |
|     Data    |             |          ✅         |          ✅         |                ✅               |
|     API     |      ✅      |          ✅         |          ✅         |                ✅               |
|     Code    |             |                    |          ✅         |                ✅               |
|   Insights  |      ✅      |          ✅         |          ✅         |                ✅               |
|    Inbox    |      ✅      |          ✅         |          ✅         |                ✅               |
|  Engagement |      ✅      |          ✅         |          ✅         |                ✅               |
|   Channels  |      ✅      |          ✅         |          ✅         |                ✅               |
| Enviroments | Development | Live / Development | Live / Development | Sandbox / Staging / Production |



### Manage Subscription
Whenever another platform user [shares bot access](https://docs.yellow.ai/docs/platform_concepts/Getting%20Started/add-bot-collaborators) with you to collaborate, you have to first accept the invite and then switch to their subscription to access their bot.


1. To switch your subscription, go to your **Profile** and click on **Billing**.
![](https://i.imgur.com/bnKSsOA.png)

2. Against their subscription, click on the **Switch** button.

![](https://i.imgur.com/kODvWi4.png)

3. Now go back to projects and you should be able to see the bot shared with you. 













