How Organizations Work
When you interact with the Botcadence Dashboard, you are always operating within the context of a specific organization. This ensures that:- Data Isolation: Projects and data are strictly separated between organizations.
- Role-Based Access: Permissions are managed at the organization level.
- Unified Billing: Subscriptions and usage are tracked per organization.
Creating Your First Organization
Setting up your first organization is seamless:- Sign Up: When you create a new account, Botcadence automatically initializes an organization for you.
- Automatic Naming: Your first organization is named based on your email address (e.g., if your email is
[email protected], your organization will be namedjohn). - Ownership: You are automatically assigned as the Owner of this organization, giving you full administrative control.
Managing Multiple Organizations
If you belong to multiple organizations or want to move between them:- Navigate to the Organizations page from the sidebar or user menu.
- You will see a list of all organizations where you are a member.
- Click on any organization card to switch your active workspace.
- The dashboard URL will update to reflect your current organization:
dashboard.botcadence.com/organizations/[org-id]/...
Organization Settings
Owners can configure organization details by navigating to Settings > Organization Settings:- Organization Name: Update the display name for your team.
- Status: Monitor the active status of your organization.
- Billing Address: Configure the formal billing address for invoices and subscriptions.
- Phone Numbers: Manage organization-level communication settings.
Setting up your organization correctly is the first step toward deploying your first AI-powered chat agent.

