Organizations
Open in CMSThe Organizations page shows every organization you belong to and, for the one you select, two tabs: its Agents and, for Owners and Admins, its Settings. From here you open an agent, manage an organization or an agent, create an agent or an organization, and leave an organization. Open it from Organizations in the account menu, by clicking the organization name in the top bar, or from Manage organizations in the organization and agent switcher.
Open the Organizations pageThe page keeps the top bar but has no agent sidebar. In the top bar the agent is shown as Choose an agent until you open one.
Opened from the top bar, the page shows Back above its title: it returns you to the page you were on, also after you have browsed other organizations or switched tabs. Opened any other way, there is no Back.
Organizations
On a large screen (900 px wide or more) the organizations form a column on the left.
| Find organization | Filters the list by organization name. |
| Owned or administered | Organizations where you are Owner or Admin. |
| Member of | Organizations where you hold any other role, or no role at all. |
| Organization row | The organization's initials, name, type (Individual or Collective) and your roles, or No role. Click it to show that organization on the right. |
| Green dot | Marks the organization you are working in now. |
On a tablet or phone the organizations form a row of chips above the selected organization. The row is shown when you belong to more than one organization.
| Organization chip | The organization's initials and name. Click it to show that organization. The row scrolls sideways; the chip cut off at the edge fades out. |
| Green dot | Marks the organization you are working in now. |
| All | At the end of the row, with the number of organizations. Opens the full list: a popover on a tablet, a bottom sheet on a phone. |
| Full list | Your organizations grouped under Owned or administered and Member of, each with its type and your roles, or No role. A check marks the selected organization, and Current the one you are working in. With more than 5 organizations the list has a Find organization field. Create organization at the bottom opens the Create Organization dialog. |
Selecting an organization only shows it. Your workspace stays in the current organization until you open one of its agents.
Selected Organization
| Browsing banner | Shown when the selected organization is not the one you are working in. Back to … selects your current organization again. |
| Badge, name and type | The organization's initials, its name, and a Individual or Collective chip. |
| Role chips | Your roles in that organization, or No role, followed by the number of members. Each role has its own icon and colour. Hover over a chip, move to it with the keyboard, or tap it to read what the role may do (see below). |
| Agents tab | The organization's agents, with their count. |
| Settings tab | The organization's settings menu: tiles for Users, Budget Groups, AI Models, Personalization, Privacy and, where allowed, Delete, each opening its own page. Shown to Owners and Admins. Everyone else sees only the agents, without the tabs. |
| Leave organization | At the bottom of the page. Opens the Leave Organization confirmation; you lose access to the organization and its agents. Not shown for your own Individual organization or when you hold the Billing role. |
| Role chip | What it explains |
|---|---|
| Owner | Full control of the organization. Only an Owner can hand over ownership, transfer the Billing role or delete the organization. |
| Admin | Runs the organization day to day: users, invitations, budget groups, AI models and every agent. |
| Builder | Creates agents and edits the ones they are assigned to. Cannot manage users or billing. |
| Billing | Sees the organization's billing and credit usage. A separate role, handed over only by an Owner. |
See Roles & Permissions for the full list.
Agents
The Agents tab: the agents of the selected organization that you can open. That is every agent for Owners and Admins, and the agents you contribute to for everyone else.
| Agents count | On the Agents tab. How many of these agents there are. |
| Search agents | Above the cards. Filters the cards by agent name or agent type. |
| New agent | Next to Search agents. Starts the Create New Agent wizard for this organization, even when it is not the one you are working in. Shown to Owners and Builders. |
| Logo | The top of the card: the agent's logo on a soft colour wash, or the default logo when it has none. |
| Kind chip | In the corner of the logo: Service or Personal. See Personal vs Service Agents. |
| Avatar, name and agent type | The agent's avatar, its name, and the type it was created as, for example Customer Support, SOP & Internal Knowledge or Custom Solution. |
| Open | Opens the agent's first menu. When the agent belongs to another organization, opening it also makes that organization your current one, as the browsing banner says. |
| Manage | Next to Open. Opens the agent's Manage page with its admin actions. Shown to Owners and Admins. |
| Empty state | Shown when the organization has no agents you can open, or when nothing matches the search. In your own Individual organization without an agent it also has Create your first agent, which starts the guided flow. |
Create Organization
| Create organization | At the top of the page; on a phone it reads Create. Also at the bottom of the All list on a tablet or phone. Opens the Create Organization dialog. |
| Organization Name | Required, up to 200 characters. A counter shows how many characters you have used. |
| Create | Creates the organization and selects it in the list. Disabled while the name is empty. |
Organization and Agent Switcher
The top bar of every agent page shows where you are working: the organization (initials, the label Organization and its name) and the agent (avatar, the label Agent and its name). On a phone only the organization initials and the agent's avatar and name are shown.
| Organization | Opens this page with the active organization selected. |
| Agent | Opens the switcher. |
| Organizations | Every organization you belong to, with your roles. A check mark shows the current one. Click one to see its agents. |
| Agents | The agents you can open in the organization you picked, with their agent type and kind. Click one to open it; the organization switches with it. |
| Manage organizations | Opens this page with the organization you picked selected. |
| New agent | Starts the Create New Agent wizard for the organization you picked. Shown to Owners and Builders. |
Related guide: Switch Organization