Organizations and teams

Create organizations (companies) so your team can work on AI Employees together.

An organization is a workspace for your team: a shared pool of AI Employees, a shared balance, and separate member roles. If you work on the platform alone, a personal account is enough. If you’re bringing in colleagues, handing projects over to clients, or running several business lines, create an organization.

Account Settings

Personal profile and preferences

Billing

Organization balance and plans

Support

Help and tickets

AI Employees

Working on agents together

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Terminology

The platform interface uses the term Organization (/organization, the Create organization button in the context switcher menu). In everyday speech and marketing materials, you’ll often see the synonym Company — they mean the same thing.

In this documentation, we use “Organization” as the main term and mention “Company” the first time for those who are used to it.

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Personal account vs organization

The platform has two contexts at once, and you can switch between them in one click:

Context	What’s inside
Personal account	Personal balance, charge history (/billing/words/history), personal AI Employees, personal connections
Organization	Shared balance, shared agents, shared connections, separate member roles. Charge history is hidden in the organization context — billing follows the organization’s plan

What you need to know:

• Agents don’t “move” automatically. Personal agents stay in your personal context; organization agents stay inside the organization. Create an agent in the right context from the start.
• Billing is separate. Charges for a personal conversation come from your personal balance. Charges in an organization come from its own balance.
• Only owners and admins can invite people to an organization. Regular members see the list of others but can’t add new ones.

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Context switcher

The context switcher button is at the top of the sidebar, above the main menu. Clicking it opens the “Select organization” drop-down menu.

The menu includes:

• Current context — the checked item at the top (your personal account or one of your organizations).
• Your organizations — with your role in each (Owner, Admin, Member).
• Organization settings — goes to /organization?tab=general for the current organization.
• Create organization — opens the form for creating a new one.

Switch the context before you open a section — the balance, chats, agents, and billing you see belong to the context you’re currently in.

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Creating an organization

1. Open the context switcher

   Click the context switcher button at the top of the sidebar.

2. Click Create organization

   The button to create a new organization is at the bottom of the drop-down menu.

3. Enter a name

   The Name field is required. It’s the organization’s visible name in the switcher and in the header.

4. Enter a slug (optional)

   The Slug field accepts Latin letters, digits, and hyphens. It’s used in the URL (/o/<slug>/...). If you leave it empty, it’s generated automatically from the name.

5. Click Create

   After creation, the platform automatically switches the context to the new organization. You’re its owner.

You can create several organizations — for example, for different clients or business lines. All of them are available in the switcher.

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Organization settings

The /organization section has two tabs: General and Members.

General tab

Here you can:

• Upload the organization’s avatar.
• Change the name.
• Change the slug (URL).

Changes are saved when you click the corresponding button. Be careful when changing the slug — it changes public URLs.

Members tab

Here you’ll find:

• A list of all organization members with a role badge.
• A button to invite a new member (available to owners and admins).
• Member actions — changing a role or removing a member (available to owners and admins).

If you’re a member without admin rights, you’ll see the alert “Failed to load invitations”. This is expected: the invitation list is shown only to owners and administrators.

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Roles

An organization has three roles with different levels of access.

Role	What they can do
Owner	Full control. Can do everything, including deleting the organization. Can’t leave the organization (must transfer the role first).
Admin	Manages members (invitations, changing roles except the owner’s, removal), billing, and organization settings.
Member	Regular access to agents, chats, and broadcasts. Doesn’t see people management or billing tools. The Leave organization button is available.

Each organization has exactly one owner. To transfer ownership, the current owner must promote another member to owner, after which they become an admin or can leave the organization.

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Organization billing and balance

Each organization has a separate balance and a separate plan. Charges for the organization’s agents come from its own balance, not your personal one.

What matters:

• In the organization context, the /billing page shows the organization’s balance, available plans, and that organization’s purchase history.
• Charge history (/billing/words/history) is visible only in your personal account. For organizations, this breakdown is hidden in the current version — track usage with the summary metrics in Billing.
• The owner and admins can top up the organization’s balance.

For details, see Billing.

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Inviting members

Available to owners and admins. The basic flow:

1. Open the Members tab

   /organization?tab=members in the context of the organization you need.

2. Click the invite button

   Enter the invitee’s email and choose a role (Admin or Member).

3. Send the invitation

   The user receives a link by email. Once they accept, they appear in the member list.

If an invitation is “stuck”, ask the recipient to check their Spam folder and make sure the email address is correct.

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Removing members and leaving an organization

• Leave organization (Member or Admin role) — a button on the members page or in settings. After you leave, you lose access to the organization’s agents and data; they stay with the organization.
• Remove member (Owner, Admin) — an action in the member list.
• Delete the entire organization — Owner only, in settings. All of the organization’s agents, chats, and profiles are permanently deleted.

Deleting an organization can’t be undone. If there’s data you need to keep, export the chats and Knowledge Base first.

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FAQ

Can I have several organizations?

Yes, there’s no limit. All organizations are available in the context switcher, and you can switch in one click.

What happens if I leave an organization?

You lose access to its agents, chats, and settings. The agents and data themselves stay with the organization — they aren’t deleted. If you come back via an invitation, your access is restored.

Can I invite a user to an organization?

Yes, but only owners and administrators can. Regular members don’t see this option.

Where can I see the organization's spending?

In the organization context, open the Billing section — it shows the balance and plans. The detailed word-by-word charge history is hidden in the organization context; use the summary metrics and the Dashboard.

How is a personal account different from an organization?

A personal account is designed for a single user — it has its own balance, agents, and history. An organization is for a team: a shared pool of agents, a shared balance, member roles, and joint management.

Can I have personal and organization agents at the same time?

Yes. The contexts are independent. Personal agents live in your personal account, organization agents in the organization. Use the switcher to move between them.

How do I transfer ownership of an organization to another user?

The current owner promotes the chosen member to Owner on the Members tab. After that, the former owner becomes an administrator or can leave the organization.

Can I use the same agent in my personal account and in an organization?

No — an agent is tied to one context. If you need “the same” agent in an organization, copy the Persona and Knowledge Base into a new agent created inside the organization.