Create an Organization

This guide shows you how to create a new (Collective) organization for your team. It takes less than a minute.

When do you need this? Create a new organization when you want to collaborate with other people, keep a client's work separate, or give a team its own shared credit. For working solo, your personal Individual organization is already there.

Before you start

• You can create an organization with any account — no special role is required.
• You only need a name. Everything else (users, agents, budgets) is added afterward.

Step 1 — Open the Organizations page

In the CMS, open Organizations from the account menu (your avatar at the top right).

You'll see every organization you already belong to on the left.

Step 2 — Click "Create Organization"

Click Create organization at the top of the page. A dialog titled Create Organization opens.

Step 3 — Enter a name

Fill in the Organization Name field.

A small counter shows how many characters you've used (for example 12/200 characters).

Pick a name your teammates will recognize — usually your company, department, or client name. You can rename it later.

Step 4 — Click "Create"

Click Create. The system validates the name:

• Empty name → "Organization name is required."
• Longer than 200 characters → "Name must be 200 characters or fewer."

When it succeeds, the dialog closes and your new organization appears in the list right away, already selected.

What happens next

Your new organization starts empty except for you as its Owner. From here you typically:

1. Invite your team and set their roles.
2. Click New agent on the Agents tab while the new organization is selected, so the agent is created inside it. See Switch Organization.
3. Optionally, set up budget groups to cap monthly credit per team.

Worked example

Goal: Dina wants a shared workspace for her clinic team.

1. Dina opens the Organizations page and clicks Create organization.
2. She types Sehat Clinic in Organization Name (12/200 characters).
3. She clicks Create. Sehat Clinic now appears in her list, selected, with her role Owner.
4. She opens the Settings tab to invite Budi and Sari, then goes back to the Agents tab and clicks New agent to build the clinic's first agent.

Next step

Continue to Switch Organization to learn how to move into your new workspace.