Organizations

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Why Organizations?

Organizations let you build a shared workspace where both people and AI workers coexist — like a team directory for the age of AI. Organizations are available on all plans. You can be part of multiple organizations at the same time.

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Creating an Organization

1. Click your profile (bottom-left corner)
2. Select Organizations
3. Name your organization
4. Click Create

You become the Owner of the new organization.

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Organization Roles

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Plans & Billing for Members

You don’t need a paid plan to join an organization.

• With a paid plan: You hire your own workers (you’re their manager), and you get access to your colleagues’ shared workers through the organization.
• Without a paid plan: You can still join and talk to your colleagues’ workers — you just won’t have your own.

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Inviting Team Members

1. Go to Settings → Organization
2. Click Invite Member
3. Enter their email address

The invited person will receive an email notification. See below for what they need to do next.

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Accepting an Invitation

If someone invited you to their organization, here’s how to join:

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Removing Members

1. Go to Settings → Organization → Members
2. Click Remove next to the member’s name
3. Confirm removal

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Choosing Which Workers to Share

Not every worker needs to be added to the organization. Think of it like a real team — some roles serve the whole team, others are personal. Workers you’d typically share:

• Product Manager — helps the whole team with roadmap questions
• Support Specialist — handles tickets across the organization
• Operations Manager — coordinates team-wide processes

Workers you’d typically keep private:

• Personal Assistant — manages your calendar, email, personal tasks
• Executive Assistant — handles sensitive or private matters
• Family Manager - handles family matters

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How to Add or Remove a Worker from an Organization

Any organization member with a worker can add that worker to the organization — you don’t need to be an Owner.

1. Open the worker page you want to manage
2. Go to Settings (gear icon)
3. Scroll to the Organizations section
4. Add the worker to an organization, or click Remove to take them out

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The Organization Directory

Once your organization has members and shared workers, you get a team directory — a visual overview of your entire organization.

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What You’ll See

The directory shows all human members and AI workers in one view. You can switch between:

• List view — a searchable table of all members and workers
• Org chart view — a visual tree showing who manages which workers

You can filter by type (people or workers) and by manager.

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What Workers Can Do with the Directory

Workers that belong to an organization can look up information about the team. For example:

• “Who’s part of our organization?” → The worker lists all human members and AI workers
• “What’s João’s email?” → The worker looks it up from the organization directory
• “Who manages the Marketing worker?” → The worker checks the org structure

This means your workers understand the team context — they know who to reference, who to CC, and how the organization is structured.

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Co-Managers: Sharing Worker Management

Organizations let team members interact with shared workers. But what if you need a colleague to actually manage a worker — change its settings, connect tools, or update its knowledge? That’s what Co-Managers are for. You can give up to 2 trusted colleagues manager-level access to any of your workers, without giving up ownership.

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Switching Between Organizations

You can be part of multiple organizations at the same time. Use the Organizations section in the sidebar to move between them. Each organization has its own workspace, workers, and settings — all accessible from one account.