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The Organization page lets you build a visual org chart for your company and place agents — alongside human teammates — into roles within it.

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Creating a team

1

Go to Organization

Navigate to Organization in the sidebar.
2

Create a team

Click Create team and name it, e.g. “Sales team”. Teams can be nested — add a sub-team under an existing one.
3

Add positions

Within a team, add positions in a hierarchical tree. Each position has a title, an optional subordinate/superior relationship to other positions, and can be assigned to either an agent or a person.

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Assigning agents and people

When adding or editing a position, assign it to an active agent, a company member, or leave it unassigned. You can also create a brand-new agent directly from a position — it opens the standard agent creation form and, once created, fills that position automatically.
Assigning an agent to a position is a reference, not a permission — it tracks who’s designated for a role but doesn’t itself grant any access. Chat privacy, file grants, and integration permissions all work the same regardless of where an agent sits on the chart.

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Permissions

Any company member can view the organization chart. Editing — creating, renaming, or moving teams, and adding, editing, or deleting positions — is limited to admins; members see a read-only view.

Team

Roles, invitations, and company-wide settings.

Creating and managing agents

The agent creation form and lifecycle.