Multi-business

/ Create organizations, run agents per brand, switch between them in a click.

Create an organization

  1. 1

    Go to Settings, then Organization

    Click "Create organization" and name the business.

  2. 2

    Add a logo and timezone

    These show up in widget branding and Desk notifications.

  3. 3

    Create your first agent

    Each org starts empty. Agents do not carry over from another one.

  4. 4

    Set up billing

    Plans are per organization, so you can upgrade each brand on its own.

Switching between them

The switcher in the dashboard header lists every workspace you are in. Pick one and the agents, Desk, and settings reload for that org.

Agents per organization

Run as many agents as your plan allows inside each org. A retail brand and a SaaS product under the same account stay fully separate: different personalities, knowledge, integrations.