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Companies (also called organizations) are your workspaces in the platform. Each company has its own AI employees, knowledge base, campaigns, and settings. You might create separate companies for different businesses, clients, or departments.

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Creating Your First Company

  1. Click Companies in the sidebar (or you’ll be prompted when you first log in)
  2. Click the Create Company button
  3. Enter your company name
  4. (Optional) Upload a company logo
  5. Click Create
That’s it! You now have a workspace ready to use.

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Switching Between Companies

If you have multiple companies:
  1. Click the company name dropdown at the top of the sidebar
  2. Select the company you want to work in
  3. The page will refresh with that company’s data
Tip: You can also access all your companies by clicking Companies in the sidebar menu.

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Editing a Company

To change a company’s name or logo:
  1. Go to Companies in the sidebar
  2. Find the company you want to edit
  3. Click the three-dot menu (⋮) on the right side of that row
  4. Select Edit
  5. Make your changes
  6. Click Save

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Reordering Your Companies

Want to change the order companies appear in your dropdown? You can drag and drop them:
  1. Go to Companies in the sidebar
  2. Hover over a company row - you’ll see a drag handle on the left
  3. Click and drag the company to your preferred position
  4. Release to drop it in place
The new order is saved automatically.

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Deleting a Company

Warning: Deleting a company permanently removes all its data, including AI employees, documents, sequences, and conversations. This cannot be undone. To delete a company:
  1. Go to Companies in the sidebar
  2. Click the three-dot menu (⋮) next to the company
  3. Select Delete
  4. Confirm by clicking Delete in the popup

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Company Limits

Your account has a limit on how many companies you can create:
  • Free and Entrepreneur plans: 1 company
  • Business plan: 3 companies included
  • Enterprise: Custom limits
Paid plans can typically add more companies for an additional monthly fee, and your limit scales with the number of seats on your subscription. To see your current limits:
  1. Go to Profile in the sidebar
  2. Look for “Companies” in your usage section
Need more companies? Upgrade your subscription or contact support.

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Transferring Company Ownership

If you need to transfer a company to another user (for example, handing off a client’s workspace):
  1. Go to Companies in the sidebar
  2. Click the three-dot menu (⋮) next to the company
  3. Select Transfer Ownership
  4. Enter the email address of the new owner
  5. Click Transfer
The new owner will receive the company in their account. You will lose owner access but may retain access as a collaborator depending on settings.

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Frequently Asked Questions

Q: Can I be part of companies I don’t own? A: Yes! Other users can invite you as a collaborator to their companies. You’ll see these in your company list but won’t be able to delete them. Q: What’s the difference between a company and a team? A: A company is your workspace. Team members (collaborators) are people you invite to work with you inside that company. Q: Can I copy data from one company to another? A: Currently, data must be manually recreated in each company. We recommend exporting any lists or documents you need before deleting a company.

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Next Steps

Now that you have a company set up: