How to Activate your PivotCX Account

How to Activate your PivotCX Account


You'll receive an email invitation to activate your account once your PivotCX team has been set up. 
Ensure you can take action on the candidates delivered to you by activating your account. 

Activating a New PivotCX Account

  1. After you've been informed your new PivotCX team is ready to go, check for an email from "accounts@pivotcx.io." It will contain your account activation link.
    2. Check your SPAM folder if you don't see an email from PivotCX.



  2. On the email, click on the “Accept” button to go to PivotCX.



  3. On the signup page, fill in the required fields and choose a strong password. When you’re finished, click on “Register.” 


  4. The first time you log in, you'll be prompted to join your team. Click on "Join Now" and accept PivotCX's Terms and Conditions. When you're finished, you'll be redirected to the PivotCX Dashboard.


  5. Now you're ready to chat with candidates! Head over to the "Chat" tab to get started. Or, to review your past deliveries click on the "Deliveries" tab.





    • Related Articles

    • Switching Between PivotCX Teams

      There are instances where PivotCX will provision more than one team for users. In these cases, the user needs to switch teams to see the corresponding candidates and all the pertinent metrics and information. Here are the steps you can take to switch ...

    • Welcome to PivotCX

      Why use PivotCX? Welcome to PivotCX, our all-in-one Communications Hub! We’re excited to have you. If you’re seeing this article, you’re most likely just getting started and introduced to our platform. Our vision with PivotCX is to enhance the ...

    • Creating a PivotCX Campaign

      What are Campaigns? With its Campaigns feature, PivotCX offers its customers the ability to reach candidates with timely messages. Campaigns can vary from a single message blast to a series of timed messages to engage with candidates. This is a great ...

    • Accounts, Teams, and Users in PivotCX

      PivotCX is organized as follows: Accounts Each account can have multiple teams and is where billing is managed. Accounts are associated with a user who can add and remove services. Teams Teams share a single phone number or chat identity, contacts, ...

    • How to Add a User to Your PivotCX Team

      Adding additional users with different access levels to your PivotCX team is extremely useful if you have more than one person managing your PivotCX account on a daily basis. Inviting a new User** 1. Find "Team Settings" in your navigation bar and ...