Organization
Your organization is the workspace: it holds your members, projects, agents, and connections. A person can belong to more than one organization and switch between them — each is fully separate.Projects
Work is organized in projects. A project holds its own agents, connections, triggers, and pages. Most organizations start with a single project and stay there comfortably; create more when you want hard separation — for example, one project per business unit or per client. Two things are scoped per project that are easy to miss:- Exclusive channels: each project has one Slack slot, one email slot, and so on. Two projects can each have their own Slack agent. See Channels.
- API tokens are created per project. See API.
Roles
Every member has one role in the organization:
A useful way to think about it: Members use agents; Admins and Owners decide what agents are allowed to do.
One thing no role grants: access to another person’s individual connection. Admins manage the workspace, not their colleagues’ accounts.
Teams
Teams group members — Finance, Support, Sales — for two purposes:- Access rules: e.g., only Finance can use the Stripe connection.
- Approvals: e.g., refund approvals go to the Finance team. See Permissions & approvals.