Skip to main content

​
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.

​
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)

​
Assigning agents

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

​
Hierarchy

Positions form a tree: each position can have a parent position. This mirrors real-world org structures like: 
CEO
  └─ CTO
       ├─ Engineering Lead
       └─ Data Science Lead  ←── AI Agent: "Analytics Agent"

​
Permissions

ActionRequired role
View org chartAny company member
Create/edit teamsCompany admin
Add/edit positionsTeam creator
Delete positionsTeam creator (cascades children)