Create your agency

An agency is your SnowDots workspace: its members, clients, artifacts and AI connections. Every agency has its own address in the app, https://app.snowdots.com/<your-agency-slug>.

Sign up

1. Go to app.snowdots.com and create an account with your name, email and a password.

2. Verify your email address from the message SnowDots sends you.

3. Follow the setup checklist. It has six steps, and you can leave and come back at any time:

   • Name your agency — this also sets its slug (the part of the URL after app.snowdots.com/).
   • Logo and colour (optional) — the brand clients see on share pages and emails.
   • Invite your team (optional) — see Team & roles.
   • First client (optional) — see Clients, contacts & spaces.
   • Connect your AI tool — see Connect an AI tool.
   • Send your first report — ask your AI tool to create one, then publish and share it.

The checklist ticks itself off as you go: AI tool connected, first artifact received, a version published, and a client opened a share link.

Note

You become the owner of the agency you create. You can belong to several agencies with one account; each AI connection works in exactly one of them.

Agency settings

Owners and admins manage the agency from Settings:

• General — the agency name.
• Guidelines — agency-wide instructions for AI tools (house style, tone, rules). AI tools read them through get_context; they are team-only and never shown to clients.
• Branding — logo and colour used on share pages and emails.
• Export (owner only) — request a ZIP of the agency’s data, including the audit log as a CSV. The download link is emailed to you.
• Delete agency (owner only).

Your account

From your profile menu you can change your name, email, password and appearance (light, dark or system), and turn on two-factor authentication under Security.