Organization Workspace

The organization workspace is the control room for everything shared across agents.

Organization Workspace

The organization workspace is the control room for everything shared across agents.

What Lives Here

Main organization pages include:

  • Overview & Agents
  • Billing
  • Usage
  • Skills
  • Organization Settings
  • Profile
  • Account Settings

Overview & Agents

This is the post-login landing page for the organization.

It gives you:

  • organization-wide stats
  • an agents grid
  • recent activity
  • date-range filtering
  • agent creation for admins

Use this page when you need to switch context or compare agents before going deeper.

Billing And Usage

Billing and Usage are organization-level because they span more than one agent.

  • use Billing for plan management, hosted credit balance, top-ups, and auto-recharge
  • use Usage for hosted-credit burn, BYOK activity, and workload analysis across the tenant

Skills

Skills are organization-level reusable instructions. Create or install them in the organization workspace, then attach them to specific agents from the agent dashboard.

Organization Settings

Organization Settings includes:

  • branding
  • team management
  • provider keys for BYOK workflows

Profile And Account Settings

These pages are for your own operator account, including profile information, display name, and password updates.

Best Practices

  • treat provider keys as shared infrastructure, not agent-level experiments
  • keep hosted-credit balance and auto-recharge ownership with the organization admins
  • keep branding decisions separate from prompt or answer-quality work
  • review the agents grid regularly so unused or unhealthy agents do not drift unnoticed

First Admin Workflow

  1. confirm billing ownership and who can manage hosted spend
  2. add provider keys if your plan uses BYOK
  3. create the first agent
  4. add team members with the minimum role they need
  5. hand the new agent off to the dashboard owner for source setup and testing

Organization Settings & Team

Manage branding, team access, and provider keys.

Usage & Costs

Understand where AI, voice, and ingestion spend is going.

Billing

Manage platform plans, hosted credits, top-ups, and auto-recharge.

Skills

Create reusable behavior and attach it to agents.

Getting Started

Use the fast path from first login to first launch.

Last updated: August 2026