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Organization Settings

Your organization is the workspace in Agentsy where your business manages its AI Experience and related administrative information. Keeping organization details accurate helps your team maintain a consistent experience for visitors and avoid confusion when managing access, billing, and branding. This guide explains what organization settings are for, how they differ from personal settings, and what to review before making changes.

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Understand the three levels of settings

Agentsy separates settings by what they affect: Changing an organization setting does not necessarily update every AI Experience. Likewise, editing an AI Experience does not necessarily change your organization’s account information. For personal settings, see Profile and Preferences.

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Find your organization settings

1. Sign in to your Agentsy account.
2. Open your organization or administrative workspace.
3. Look for an area labeled Organization, Settings, or a similar administrative option.
4. Review the available fields and your current permissions before editing anything.
5. Save changes using the action shown in your workspace, if one is available.

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Review your organization information

Depending on the controls available to your account, you may be able to view or manage information such as:

• Organization name: The business or team identity associated with the workspace.
• Administrative contact details: Information used to coordinate account-related matters, where supported.
• Team access: The people authorized to work within the organization.
• Subscription and billing: The plan and payment information associated with the account.
• Associated AI Experiences: The assistant website or experiences managed within the workspace.

Some details may be read-only or managed in separate areas of Agentsy.

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Organization identity versus AI website branding

Your organization name and your public AI website are related, but they serve different purposes. For example, a consulting business might use its legal or trading name for organization administration while presenting an AI Experience under a branded assistant name. To change how visitors see an AI Experience, review its website and branding settings rather than assuming an organization-level edit will update the public page. Useful guides:

• Branding and Website
• Custom Domains
• Publish Your AI Experience

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Manage access responsibly

Only authorized people should be able to make organization-level changes. Before adding or changing team access, consider:

• Who needs to configure the AI Experience?
• Who should review conversations or visitor insights?
• Who is responsible for billing and administrative decisions?
• Who should be able to change settings that affect the public experience?

Give people only the access they need for their responsibilities. If your workspace supports different roles, review their capabilities before assigning them. See Members and Permissions for more guidance.

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Understand the relationship to your AI Experience

Organization settings help administer your workspace. Most visitor-facing decisions are managed within the AI Experience itself, including: For related instructions, see Public and Private Access and Human Handoff.

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Before changing important settings

Use this short checklist to avoid accidental disruptions:

• Confirm you are in the correct organization.
• Understand whether the change affects your account, organization, or public AI Experience.
• Check whether teammates or clients rely on the current setting.
• Record important existing values when appropriate.
• Make the change and save it.
• Verify the result in the administrative workspace.
• If the change is visitor-facing, test the published experience.

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Troubleshooting

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I cannot find organization settings

Check whether you are in the correct workspace and whether your account has administrative access. Navigation may differ between account types.

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I can see a setting but cannot edit it

Your role may not allow the change, or the value may be managed elsewhere. Contact your organization’s administrator before trying to work around the restriction.

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I updated the organization name, but the AI website still shows the old name

The public website may use separate branding or content fields. Review the AI Experience’s branding and website settings.

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I need to change a payment method or plan

Look for the billing area rather than general organization information. See Payments and Invoices and Upgrade or Downgrade.

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A change affected the live experience unexpectedly

Review the setting you changed, restore the previous value if appropriate and supported, and test the experience again. If the issue persists, contact Agentsy support with a description of the change and its impact. Avoid including passwords or sensitive visitor information in your report.

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Next steps

Once your organization details are in order, review who can access the workspace and what each person can manage. Continue to Members and Permissions.