Organization Management

When onboarding businesses, your subscribers can invite team members and work together to share insights and leverage capabilities across their organization

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Automatic Organization Creation

New subscribers experience an enhanced onboarding flow when team invites are enabled.

• Account Creation: Standard personal account setup process
• Organization Setup: Prompted to create and name their organization
• Admin Role: First subscriber automatically becomes the organization admin
• Team-Ready: Immediately able to invite colleagues and teammate

Members Tab

• Current Members: View all organization members with join dates and roles
• Role Management: See who has Admin vs Member permissions
• User Search: Quickly find specific team members in larger organizations
• Member Actions: Access to member management options

Invite Tab

• Pending Invites: Track all sent invitations that haven’t been accepted yet
• Invite Management: Ability to resend or revoke pending invitations
• Status Tracking: Clear visibility into invitation status and response rates

Invite Process

• Simple Email Entry: Enter colleague’s email address to send invitation
• Automatic Notifications: Invitees receive email invitations to join the organization
• Role Assignment: Choose between Admin and Member roles for new invitees
• Instant Access: Accepted invites provide immediate access to the agent experience

Role Assignment

Admin

• Full Organization Control: Manage all aspects of the organization
• Member Management: Invite, promote, and remove team members

Member

• Agent Interaction: Full access to chat and interact with the agent
• Shared Context: Access to organization-wide conversation history
• Preferences : Preferences and settings

The Subscriber Experience

Your B2B customers experience the same team experience and permissions-based onboarding they have come to expect form other SaaS platforms. They can easily manage invitation of others to gain the benefits of using your agent.