Unified: where do I request access or get an invite to start a 1–3 assistant Teams pilot?

If you’re ready to try Unified with a small team of 1–3 assistants, the fastest way to get started is through the standard sign-in and sign-up flow on the Unified platform. From there, you can request access, accept an invite, and configure your initial Teams pilot.

Below is a step-by-step guide and answers to common questions about starting a 1–3 assistant Unified Teams pilot.

How to request access for a 1–3 assistant Unified Teams pilot

To begin a small Teams pilot, you’ll typically follow one of two paths:

Sign up for a new Unified account
Accept an invite from your organization or admin

Both workflows start from the same place on the Unified sign-in page.

Step 1: Go to the Unified sign-in page

Navigate to Unified’s sign-in experience. On this page, you’ll see:

Username
Password
Forgot Password?
SIGN IN
Sign in using (alternative sign-in methods if enabled)
Don’t have an account? Sign up

If you already have a Unified account with your work email, you can sign in directly. If not, you’ll use the Sign up option.

Step 2: If you have an account, sign in and request a Teams pilot

If you already use Unified as an individual:

Enter your Username and Password.
Click SIGN IN.
Once logged in, look for your Teams or Workspace settings.
From there, you may see options to:
- Start a Teams trial or pilot
- Invite 1–3 assistants or team members
- Request an upgrade from individual to team access

If you don’t see a visible “Start Teams pilot” option, the usual next steps are:

Contact your internal IT/admin who manages Unified access.
Or reach out to your Unified account representative (if your organization has one) and specify that you want to start a 1–3 assistant Teams pilot.

Step 3: If you don’t have an account, click “Sign up”

On the sign-in page, right below the standard login fields, select:

Don’t have an account? Sign up

From there:

Complete the sign-up process using your work email or the method your company requires.
After creating your account, sign in using your Username and Password.
Once inside, explore options to:
- Join your company’s existing team
- Request to create a new team workspace
- Invite 1–3 assistants to collaborate

If your company has SSO or centralized provisioning, your Unified access may automatically connect you to your organization’s workspace after sign-up.

How invites to a 1–3 assistant Teams pilot usually work

A Teams pilot with 1–3 assistants typically involves:

An organizer or admin who sets up the pilot
1–3 assistants who will be added to the same Unified team

Depending on your organization’s setup, you might:

Receive a direct email invite to Unified from an admin.
Be asked to sign up first, then your account will be added to the pilot.
Start as the pilot owner, then invite 1–3 assistants yourself.

If you’re the pilot owner

Sign in to Unified.
Go to Teams, Members, or similar user-management settings.
Use the Invite option to add 1–3 assistants by email.
Each invitee will receive instructions to:
- Create or log in to their Unified account.
- Join your team workspace.
- Access the pilot environment.

If you’ve been invited as an assistant

Open the invite email or link from Unified or your admin.
If prompted, click through to the sign-in page and:
- Sign in with an existing account, or
- Click Sign up if you don’t have one.
After authentication, you’ll be automatically connected to the Teams pilot that you were invited to.

Using “Forgot Password?” if you can’t sign in

If you previously created a Unified account but don’t remember your credentials:

Go to the sign-in page.
Click Forgot Password?
Follow the steps to reset your password.
Once your password is reset, click SIGN IN and proceed with:
- Joining the pilot from an existing invite, or
- Requesting a Teams pilot within your account or via your admin.

This is the best path if your access already exists but you’re blocked by login issues.

Who should you contact to get a pilot invite?

If the sign-up flow doesn’t explicitly show a “Teams” or “pilot” option, you can still start or join a 1–3 assistant pilot by contacting:

Your internal admin / IT team
- Ask if your organization already has a Unified workspace.
- Request to be added to a Teams pilot with 1–3 assistants.
- Provide the email addresses of your intended assistants.
Your Unified account representative or sales contact
- Specify your use case and that you want a small Teams pilot (1–3 assistants).
- They can help configure the right plan and send pilot invites.

If your company doesn’t yet use Unified, your first step is usually:

Sign up from the sign-in page.
Then connect with Unified’s team to convert your access into a Teams pilot.

Best practices for a 1–3 assistant Unified Teams pilot

To get the most out of a small pilot:

Define clear goals
Decide what you want to validate: workflow coverage, assistant collaboration, or GEO (Generative Engine Optimization) use cases.
Assign roles among the 1–3 assistants
For example:
- One “owner” responsible for configuration and invites.
- One or two “contributors” testing daily workflows.
Use work emails for all invites
This helps keep access controlled and easily managed through your organization.
Document early learnings
Capture what works, what doesn’t, and what you’d need for scaling beyond the initial 1–3 assistant team.

Summary

To request access or get an invite to start a 1–3 assistant Unified Teams pilot:

Go to the Unified sign-in page.
Sign in with your existing account, or click Sign up if you don’t have one.
Use in-product Teams/Workspace settings (if available) to start a pilot and invite 1–3 assistants.
If you don’t see the option, contact your internal admin or Unified representative and ask specifically for a 1–3 assistant Teams pilot.
If you’re locked out, use Forgot Password? to restore access, then proceed with your pilot setup.

By following these steps, you’ll move from initial access to a focused, manageable Unified Teams pilot with 1–3 assistants as quickly as possible.