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Documentation Index

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Botcadence is built around the concept of Organizations. Every user belongs to at least one organization, which acts as a secure container for projects, team members, and billing.

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:
  1. Sign Up: When you create a new account, Botcadence automatically initializes an organization for you.
  2. Automatic Naming: Your first organization is named based on your email address (e.g., if your email is john@acme.com, your organization will be named john).
  3. 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:
  1. Navigate to the Organizations page from the sidebar or user menu.
  2. You will see a list of all organizations where you are a member.
  3. Click on any organization card to switch your active workspace.
  4. The dashboard URL will update to reflect your current organization: app.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.