Administration Set up your organization
Organization settings
AI models, external page links, group self-service, agent limits and email notifications.
For Org Admins
These live under Admin › Organization, Agents and Notifications.
AI models
Space needs an AI model to think. There are two ways to provide one.
| Choice | What it means |
|---|---|
| Platform's AI service (default) | Space uses the model service set up for the installation. Nothing for you to manage. |
| Your own AI keys | You provide keys from OpenAI, Anthropic (Claude), Google Gemini or a LiteLLM proxy, and pay your provider directly. |
When you use your own keys you can:
- Add a key per provider. Keys are stored encrypted and never shown again, only the last four characters. You can test a key before saving.
- Pick the default provider and model.
- Choose which models people can pick from in the chat's model picker. If there is only one, the picker is hidden.
- Remove a key at any time.
External page links
Pages can be shared with people outside the organization through secure links. This is on by default. Turn it off under Admin › Organization and every link stops working at once. See Pages.
Group self-service
By default any Group Admin can create new groups. You can switch that off so only Org Admins can.
Agents
Under Admin › Agents you set:
| Setting | Effect |
|---|---|
| Agents per person | How many personal agents each person may create (10 by default). |
| Agents per group | How many team agents each group may have (20 by default). |
| Front Desk reach | Whether colleagues can send requests to anyone in the organization (default), or only people in the same group. |
| Cross-person requests | Turn off requests between people entirely. |
Notifications and email
The bell in the app always works. Email is optional, and can use:
- An SMTP server (the password is stored encrypted), or
- An organization email connection from Integrations.
Use Send a test email to check it. People then choose, in their own settings, which events email them. “Needs you” events (reviews, agent questions, proposed watches) email by default, and “finished” events only if the person opts in. Emails carry a title and link, never the content.
Branding
Your organization's name and logo appear in the sidebar. An Org Admin can upload the logo.
Privacy and masking
Which kinds of personal data are masked before reaching the AI is an organization setting. Review it with your security team. See Privacy and security.
Optional features
Some capabilities are switched on for the installation as a whole by whoever runs the platform, not from this page. These include Foresight, document summaries and the knowledge graph, text recognition for scanned files, and advanced document layout reading. If a feature in this guide doesn't appear, ask whoever operates your installation whether it's enabled.