Chapter 2 — Organisation & team management
In Chapter 1 you created your account and your organisation. In this chapter you'll:
- Tour the organisation settings page
- Create your first team — the workspace where agents, content, prospects, and deployments live
- Get oriented in the team home page and its left-hand navigation
Organisation settings
The organisation is your top-level tenant. Its settings page is where you edit the name, industry, and description you provided at sign-up.
Open it from the user-menu shortcut or by clicking your organisation name in the top-left of any dashboard page.
The fields:
- Organisation Name — shown to your team in the dashboard banner and in screens where the org appears.
- Organisation Industry — context for the AI agent and for sensible defaults; not user-visible to your customers.
- Organisation Description — fed into the AI agent's grounding context so it can answer questions about who you are without going off-piste.
- Organisation URL — read-only, generated from your name at organisation creation and used as a stable slug in internal links. Cannot be changed.
Edit any of the editable fields and click Save. The dashboard banner updates immediately to show the new organisation name.
Danger Zone — Delete Organisation
Below the form is a Danger Zone with a Delete Organisation button. Deleting an organisation removes all of its teams, agents, content, deployments, and prospects. It cannot be undone. Use only when you really mean it.
Creating your first team
The team is where the work happens. Every agent, every piece of content, every deployment, and every prospect belongs to a team. Most organisations start with one team and add more only when they have distinct use cases that shouldn't share data.
Open the create-team form
From the empty dashboard home page you saw at the end of Chapter 1, click Create Team.
Two fields:
- Team Name — required, up to 50 characters. Shown wherever the team is referenced. Choose something specific (e.g. Website Sales Agent, Support Chat, Partner Portal) rather than generic.
- Team Description — optional, up to 200 characters. A short reminder of what this team handles, useful if you end up with several teams in the same organisation.
Fill in the team
Click Create Team. You're redirected to the team's home page.
The team home page
The team home page is your day-to-day starting point. Everything you do for this team is one or two clicks away from here.
A new team has no agents yet, so the main content area shows the "No agents yet" empty state with a Create Agent button. This is what you'll exercise in Chapter 3.
The left-hand navigation
The left-hand rail is your map of the team. Each icon takes you to one of the team's major sections:
| Section | What it's for |
|---|---|
| Agents | Create and configure the AI agents that belong to this team. |
| Content | Ingest knowledge — map and scrape websites, upload documents, manage attributes. Covered in Chapter 4. |
| Prospects | Triage visitors who've talked to the bot. Also where memory types and prospect profiles are configured. Covered in Chapter 5 and Chapter 10. |
| Deployments | Configure and theme the chat widgets you embed on websites. Covered in Chapter 9. |
| Playground | A safe space to test conversations before deploying. Covered in Chapter 8. |
| Analytics | Conversation volume, leads captured, sentiment, and ratings. Covered in Chapter 11. |
| Integrations | Connect CRMs and other downstream systems. Covered in Chapter 12. |
| Settings | Edit the team's name and description, or delete the team. |
The rail collapses to icons by default to keep the screen calm; hover an icon for the section name.
The banner
The top banner shows two things:
- Organisation name (top-left) — links back to the org-level dashboard home where you see every team in the organisation.
- Team selector (next to the org name, only inside a team) — a dropdown to switch to another team in the same organisation without going back through the dashboard.
Team settings
Open Settings from the left-hand rail.
Two sections:
General Settings. The editable team metadata.
- Team Name — up to 50 characters. Edit and click Save to rename.
- Team Description — up to 200 characters.
Danger Zone. A Delete button that removes the team along with everything inside it — agents, content, prospects, deployments. Permanent and not undoable.
The organisation dashboard, with a team
Now that you've created a team, the organisation home page (/dashboard) has a team tile rather than the empty state from Chapter 1.
Each tile shows the team name and serves as a shortcut into the team home. The Create Team button stays available so you can add more teams as you need them.
What's next
You have an organisation, a team, and your bearings. Time to build your first agent.
Continue to Chapter 3 — Building your first agent.