Content Comparison

The Agentic AI Agent platform offers three user roles with different permissions and journeys: User, Agent Builder, and Admin.

...

Admins have access to everything Agent Builders have and they can also:

• Access the workspace company’s profile where they can manage their profile the organization’s details and users by going to Administration > WorkspaceMy organization.

• Manage billing by going to Administration > Billing.

...

Once the account is activated, the admin can begin setting up the company workspace.

Managing your

...

organization

Set up your company’s profile

We recommend you set up your company’s profile by going to Administration > Workspace My organization > Account Details.

Here, you can:

• Modify the name of your company;

• Add your company address;

• Add your company’s website;

• Set a default timezone;

• Set a default currency.

Inviting users to your

...

organization

There are two ways to invite a new user to your workspaceorganization.

#1 - You can send a direct invitation by giving the user’s information:

1. Go to Administration > Workspace My organization > Users;

2. Click the Invite user button;

3. Provide the email address, the full name, and, optionally, the phone number of the user you wish to invite.

4. Select the role of the new user: Admin, Agent Builder, or User.

5. Click Invite.

...

#2 - You can send an invitation link:

1. Go to Administration > Workspace My organization > Users;

2. Click the Invite user button;

3. Click the Copy invite link in the Invite with link section.

4. Give the link to the people you wish to invite.

Anyone clicking this link must enter their email address and name to sign up for the platform. They will automatically get the Admin role. If you do not want them to have this role, you will need to change their role to Agent Builder or User.

Managing users

You can manage current users of your workspace by going to Administration > Workspace My organization > Users and clicking on the three dots icon next to a user.

...

• Change the role of a user by clicking Edit roles, selecting which role(s) to give, and clicking Update.

• Disable a user by clicking Disable user and then, clicking Proceed to confirm. Disabled users won’t be able to log in with their accounts.

• Log out the session of a user by clicking Log out user sessions. This will log out the authenticated user.

• Delete a user by clicking Delete user and then, clicking Delete to confirm.

• Resend an invitation email to a user who has not activated their account by clicking Resend invitation email.

Monitoring the audit logs

Admins can view the audit logs by going to Administration > Workspace My organization > Audit Logs.

Here, you can monitor the actions made by the users of the workspace, such as who added users, who logged in, who activated their account, etc. You can also download the entirety of the logs in an Excel sheet if needed by clicking the Download button.

Managing the billing

Admins can manage the current subscription by going to Administration > Billing.

Here, you can:

• View the current state of your subscription: the type of subscription (Pro), the subscribed quantity, how much you will be billed, and the end date of the free trial if applicable;

• View and update your billing

...

• information;

• View and add a payment method;

• View your invoice history;

• Cancel your subscription.