Agents in an Organization

Open in CMS

This page explains a foundational idea: agents belong to the organization, not to a person. Understanding this clears up most questions about access, billing, and what happens when someone leaves.


Agents are owned by the organization

When anyone in your organization creates an agent, that agent belongs to the organization — not to the individual who made it.

This has practical consequences:

SituationWhat happens
The Builder who created an agent leaves the organizationThe agent stays. It was never personally theirs.
Credit is spent by the agentIt comes from the organization's balance, not the creator's.
You switch to another organizationYou no longer see that agent — it lives in its own organization.
An Owner/Admin wants to manage any agentThey can, because the organization owns all of its agents.

Mental model: the organization is the company; agents are company assets. People come and go, but the assets remain with the company.


Who can see and manage an agent

RoleAccess to agents
Owner / AdminImplicit access to every agent in the organization.
BuilderCan build/edit only the agents they are assigned to (as a contributor).
No roleCan use only the agents they are assigned to (as an agent member).

Assigning a Builder to a specific agent is done through contributors — covered next.


Where to manage agents

Open your organization: its agents are on the Agents tab.

Open the Organizations page → select your organization → Agents tab.

Each agent shows as a card (logo, kind, avatar, name, agent type) with two buttons: Open opens the agent, and Manage (Owners/Admins only) opens the agent's Manage page. Its tiles hold the tools below, plus Credit Limit and Clone. The first tile, Agent Kind, decides whether the agent is a personal or a service agent.


Deeper topics

TopicWhat it covers
Personal vs Service AgentsWhether an agent serves only you (and may use your Claude or ChatGPT subscription models) or other people.
Managing Agent AccessLet specific Builders contribute to an agent (contributors).
Transferring an AgentMove an agent to a different organization, safely.
Audit TrailReview the full history of changes made to an agent.
Cloning an AgentMake a new agent with the same settings and knowledge, and see what is and is not copied.
Deleting an AgentPermanently remove an agent, with a type-the-name confirmation.
Admin KeySet or rotate the debug credential used for admin-level chat commands.

Next step

Continue to Managing Agent Access.