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Overview

The Organization feature lets you build a visual org chart for your company and assign AI agents to positions within it. This helps large teams track which agents are being used across the organization.

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Creating a team

1

Go to Organization

Navigate to Organization in the sidebar.
2

Create a team

Click New team and give it a name (e.g. “Customer Support”, “Finance”).
3

Add positions

Within the team, add positions in a hierarchical tree. Each position can have:
  • A name/title
  • An assigned user (from your company members)
  • An assigned AI agent
  • A parent position (for hierarchy)

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Assigning agents

When adding or editing a position, you can assign an AI agent from the catalog. This is a reference assignment — it doesn’t automatically start a session, it just tracks which agent is designated for that role.

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Hierarchy

Positions form a tree: each position can have a parent position. This mirrors real-world org structures like:

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Permissions