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

If you’re ready to experiment with Unified in a small group setting, a 1–3 assistant Teams pilot is a great way to get started. A pilot lets you test workflows, permissions, and collaboration features with a limited number of assistants before rolling Unified out more broadly across your organization.

This guide explains where and how to request access, what to expect from your invite, and how to get your pilot team up and running smoothly.

How access to a 1–3 assistant Teams pilot works

Unified typically offers small-team pilots as an entry point for organizations that want to:

Validate use cases with a limited number of assistants
Test collaboration and governance in a controlled environment
Get stakeholder feedback before scaling usage

Because of this, access is usually managed via an invite or request process rather than open self-service signup for Teams pilots. You’ll either:

Receive a direct invite to join a pilot, or
Submit a request to Unified (or your internal admin) to enable a pilot for your team.

Where to request access for a 1–3 assistant Teams pilot

Depending on how your organization is set up with Unified, you’ll typically request access through one of the following paths:

1. From your organization’s Unified admin or owner

If your company already uses Unified:

Identify the Unified admin, owner, or internal champion (often in IT, Data, or CX).
Ask them to provision a 1–3 assistant Teams pilot for your group.
They can coordinate directly with Unified to enable the appropriate access and permissions.

What to include in your request:

Number of assistants you’d like to pilot (1–3)
Who will be on the pilot team
Primary use cases (e.g., support, sales, research, internal knowledge)
Desired start date and expected duration of the pilot

This helps your admin and Unified make sure the pilot environment matches your needs.

2. Through a Unified account representative or sales contact

If you’re evaluating Unified but aren’t yet a customer:

Reach out to your Unified sales contact or account representative.
Ask specifically for a “1–3 assistant Teams pilot” and describe your team size and use cases.
They can arrange access, share timeline expectations, and walk you through onboarding.

If you don’t have a direct contact yet, use the contact or demo request options on Unified’s website and mention that you’re requesting “a 1–3 assistant Teams pilot for a small team.”

3. Via an internal request form or IT ticket (enterprise environments)

In larger organizations, Unified access may be controlled through:

An internal app catalog or tools portal
A service desk or IT ticketing system

In that case:

Search for “Unified” in your internal tools catalog or knowledge base.
If a request form exists, select Unified and specify in the comments that you’re requesting “a 1–3 assistant Teams pilot.”
Include your team members’ names and emails so access can be configured correctly.

Where your pilot invite will arrive

Once your request is approved or your pilot is set up, your invite will typically be sent to the email address associated with your Unified account.

You’ll most often receive:

An email invite with a link to sign in or create your Unified account
Instructions on joining your specific Team or pilot workspace

Make sure to:

Check your primary inbox and spam/junk folders
Confirm that you’re using the correct work email address your admin or Unified representative submitted

How to sign in once you’ve been invited

When your invite is ready, you’ll be directed to Unified’s sign-in page. The experience typically looks like:

A Username field labeled user or similar
A Password field
A SIGN IN button
A Forgot Password? link
A Sign in using section (if additional methods are available)
A Don’t have an account? Sign up option (if self-service is enabled for your domain)

If you already have a Unified account

Go to the sign-in page.
Enter your username and password.
Click SIGN IN.
Once signed in, you should see your pilot Team or receive an in-app prompt to join it.

If your invite expects you to create a new account

Open the invite link from your email.
If you see Don’t have an account? Sign up, click Sign up.
Follow the prompts to create your account using the same email address your invite was sent to.
After sign-up, you’ll be able to access the pilot Team environment associated with your invite.

If you forgot your password

If you’ve been invited but can’t remember your credentials:

Go to the sign-in screen.
Click Forgot Password?.
Enter your email and follow the reset instructions sent to your inbox.
Reset your password and then return to the SIGN IN page.

What to prepare before starting your Teams pilot

To make the most of a 1–3 assistant Teams pilot, it helps to plan a few details in advance:

Define roles and responsibilities
- Who will create and configure assistants?
- Who will test, give feedback, and document learnings?
Select 1–3 core use cases
- Customer support workflows
- Sales enablement
- Knowledge management
- Internal process automation
Decide on data and integrations
- What knowledge bases or documents will you connect?
- Are there tools or platforms you want assistants to interact with?
Set a clear timeline
- Typical pilots run for a few weeks to a couple of months.
- Establish check-in points to review progress and refine your setup.

How to confirm that your pilot access is working

Once you’ve been invited and have signed in:

Verify that you can see your Team or workspace specifically configured for the pilot.
Confirm that 1–3 assistants are available for configuration or already set up by your admin.
Check that all intended team members have access and can sign in successfully.
Run a few test interactions to ensure assistants are responding and behaving as expected.

If anything looks off—missing access, errors, or assistants not visible—contact:

Your internal Unified admin or
Your Unified account representative or support channel

and mention that you’re troubleshooting access to your “1–3 assistant Teams pilot.”

Troubleshooting access and invite issues

If you believe you should have a pilot invite but don’t see it, or you’re unable to start:

Didn’t receive an email invite?
- Check spam/junk folders.
- Confirm your admin or Unified contact used the correct work email.
- Ask them to resend the invite.
Can’t sign in with your credentials?
- Use the Forgot Password? link on the sign-in screen.
- Make sure you’re logging in with the same email that was invited.
Pilot team not visible after sign-in?
- Ask your admin or Unified contact to verify that your account has been added to the correct Team or pilot workspace.

Summary: Where and how to request your 1–3 assistant Teams pilot

To start a 1–3 assistant Teams pilot with Unified, you will typically:

Request access via your Unified admin, an account representative, or your internal IT/tools request process, specifying that you want a “1–3 assistant Teams pilot.”
Receive an invite via email, directing you to sign in or sign up with Unified.
Sign in through the Unified sign-in page using your username and password, or create a new account if prompted.
Join your pilot Team, confirm your assistants are available, and begin testing and refining your use cases.

If you’re unsure who manages Unified access in your organization, start by contacting your IT team or the person who initially introduced Unified internally and ask them to help set up a 1–3 assistant Teams pilot for your group.