Login & Setup
Setting up a Vantage account is a guided 4-step wizard that walks you through creating your personal account, providing company information, selecting a billing plan, and completing registration. The entire process takes approximately 2–5 minutes.
Step 1: Create Your Account
This is the first screen you see when visiting the sign-up page. You'll create your personal user credentials and name your company workspace.
| Field | Required | Details |
|---|---|---|
| First Name | ✅ | Your given name |
| Last Name | ✅ | Your surname |
| Email Address | ✅ | Must be a valid email format (e.g., john@company.com). This becomes your login username. |
| Password | ✅ | Must be at least 8 characters long. A show/hide toggle is available. |
| Confirm Password | ✅ | Must exactly match the Password field. |
| Company Name | ✅ | The name of your company workspace (e.g., "Acme Analytics"). |
Validation Rules
- All fields are required — the form will not advance if any are empty.
- Email must follow standard email format.
- Password must be at least 8 characters.
- Password and Confirm Password must match exactly.
Note: Nothing is saved at this point. Your data is held in memory until you complete Step 3 (Billing), at which point your account, company, and organization are all created simultaneously.
Already have an account? Click the "Sign in" link at the bottom to go to the login page.
Step 2: Tell Us About Your Company
This step collects information about your company to help the AI provide more relevant, industry-specific insights. All fields on this step are optional — you can skip ahead if you prefer.
| Field | Required | Details |
|---|---|---|
| Company Website | ❌ | Your company's URL. If provided, you can click "Auto-fill with AI" to have Vantage scan your site and populate the Industry and Description fields automatically. |
| Industry | ❌ | Select from 20 predefined industries (Technology, Healthcare, Finance & Banking, E-Commerce & Retail, Manufacturing, Education, and more). Select "Other" to type a custom industry. |
| Company Description | ❌ | A brief description of what your company does. This is stored as AI Context — the platform's AI features will reference it when generating insights and recommendations. |
AI Auto-Fill Feature
If you enter your company website and click "Auto-fill with AI", Vantage will:
- Scrape your website using AI
- Extract your industry and company description
- Auto-populate the relevant fields
The button shows "Scanning..." while processing and "Scanned ✓" when complete.
Step 3: Choose Your Plan
Select your subscription plan from the options loaded dynamically from Stripe.
- Each plan card shows the plan name, price, billing interval, description, and a feature list.
- Plans tagged as "Popular" display a badge.
- Click a plan card to select it — it will be highlighted with a blue border.
- Click "Subscribe & Add Billing" to proceed.
What Happens When You Subscribe
This triggers a multi-step process:
- Account Registration — Your user account, company, and initial organization are created.
- Automatic Sign-In — You are signed in with your new credentials.
- AI Context Creation — The company info from Step 2 is saved as AI context snippets.
- Stripe Checkout — An embedded Stripe checkout modal opens for secure payment.
- Subscription Activation — Confirmed via Stripe webhooks.
Note: Vantage never handles or stores your credit card information directly. All payments are processed securely through Stripe.
Step 4: You're All Set!
You'll see a confirmation screen with a green checkmark and the message:
"Your account is ready. We've set up your workspace and you're good to go. We'll walk you through the platform on your first visit."
Click "Go to Dashboard" to enter the platform.
What Gets Created
When you complete the sign-up wizard, the following are automatically created:
| Entity | Description |
|---|---|
| User Account | Your personal login with the name, email, and password you provided |
| Company | A company workspace named after the Company Name you entered in Step 1 |
| AI Context Snippets | Up to 3 context snippets (Company Overview, Industry & Market, Company Website) that personalize AI responses |
| Stripe Subscription | An active subscription linked to the payment method you provided |
Signing In to an Existing Account
To sign in after your account is created:
- Navigate to the sign-in page.
- Enter your email and password.
- If two-factor authentication is enabled, you'll be prompted for a verification code (email or authenticator app).
- If you have passkeys configured, you can use biometric authentication (Face ID, Touch ID) instead of a password.
See Authentication & Security for more details on 2FA and passkeys.
Troubleshooting
| Issue | Solution |
|---|---|
| "Passwords do not match" | Re-enter both password fields, ensuring they are identical |
| "Please enter a valid email" | Make sure your email follows the user@domain.com format |
| "Scraping failed" | The AI couldn't read your website. Fill in Industry and Description manually |
| "No plans available" | Contact support — this means Stripe plan configuration may be missing |
| Checkout modal won't load | Check your internet connection and disable ad-blockers that may interfere with Stripe |
| "Sign-in failed after registration" | Your account was created but auto-login failed. Go to the sign-in page and log in manually |