An assistant can help a person prepare setup information. That does not mean the assistant should create an account, accept terms, choose a paid plan, and approve future communications without the person seeing those decisions. Agent-initiated signup requires a careful approval design.
An account has an owner
A workspace needs a real owner who can receive sign-in messages, verify a phone, manage access, and answer billing questions. The owner should know which organization the agent is acting for and what keys have been created. An opaque account created in the background is difficult to govern.
Terms and payment are explicit steps
The person should review the relevant terms and the price before a charge. A plan with an introductory price also needs a clear renewal price and fair-use limits. An assistant should not invent the missing price, select a random checkout amount, or treat a trial as permission for future paid usage.
Keys are not blanket approval
Once connected, the assistant still needs approval for destructive communications. Creating an API key is an access decision. Calling a particular recipient with a particular goal is a separate action decision. Keeping those steps separate makes both easier to review.
What is available now
The self-serve flow is designed around a human account owner. Agent-initiated signup with a human approval step is a planned capability. Until it is configured and reviewed, use the normal signup, verification, onboarding, and checkout flows rather than an improvised automation.
Set it up with the right boundaries
Start with a configured workspace, an authenticated account, and a number that is approved for the workflow. Verify the owner phone and test with a destination you control. Keep the first request narrow enough to review without guessing what a successful result should look like.
Before you rely on it, check that the plan, the number, your consent rules, and the usage limits fit the work. If something is not set up, the assistant should say so plainly rather than report a success that did not happen. The person using the assistant should always be able to stop and review the next action.
Explore the Phone plan, read the MCP overview, or book a demo to talk through a specific workflow. The best first setup is one your team can explain, test, and review.