Organizations

1 Creating an Organization

1.1 Value of the Feature

The "Create Organization" feature is a core functionality carefully designed by the platform for team collaboration. It helps you quickly set up a dedicated organizational space, enabling efficient sharing of intelligent agent resources and collaborative management of members. Through this feature, teams can engage in efficient collaboration around the development and application of AI agents. Whether it's internal project teams, research teams, or interest groups, they can all find suitable collaboration models on the platform, meeting diverse collaboration needs.

1.2 Operation Process

1. Enter the creation entry point
   1. Log in to the platform.
   2. Click on the "Organizations" option in the top navigation bar to enter the "My Organizations" page.
   3. In the upper right corner of the "My Organizations" page, click the "Create Organization" button to bring up the creation pop-up.
2. Fill in organization information
   1. Logo (optional) Click the "+" button in the logo area to upload a dedicated logo for the organization. Common image formats such as PNG and JPG are supported. The organization logo is used to enhance the organization's recognition and brand display, helping members quickly identify the organization and improving overall recognizability.
   2. Name (required) Enter the organization name, for example, "AI Innovation Lab" or "Marketing Agent Collaboration Group". It's recommended to choose a concise and intuitive name that clearly reflects the organization's positioning or business direction, making it easy for members to find and remember.
   3. Introduction (optional) Enter the organization's introduction, which can include organizational goals (e.g., "Focus on the application development of agents in the medical field"), collaboration rules (e.g., "Synchronize agent iteration progress every Wednesday"), member benefits (e.g., "Share exclusive agent templates within the organization"), and other information. This helps new members quickly understand the value of the organization and the collaboration model, promoting efficient team collaboration.
3. Complete creation
   1. After filling in the information, click the "Create" button in the lower right corner of the pop-up.
   2. The platform will automatically verify the information entered, including the uniqueness of the name and compliance with format requirements.
   3. Once verification is passed, the organization creation is complete. The newly created organization will automatically appear in the "My Organizations - Created and Joined" list.

By following these steps, you can easily create your own organizational space and start efficient collaboration with team members on the platform. Whether it's resource sharing, project advancement, or the development and application of intelligent agents, the platform will provide you with powerful support, helping team collaboration reach new heights.

2 Inviting and Adding Members (Administrator Perspective)

2.1 Operation Process

1. Log in to the platform Visit https://www.agentweave.ai, click Login, and complete the login using an administrator account (if not registered, click Sign up to register first).
   1. Enter the organization list After logging in, click Organizations in the top navigation bar to enter the organization management page.
   2. Select the target organization In the organization list, find and click on the organization card where you need to add members to enter the organization details page.
   3. Initiate invitation
      1. Click the Invite button on the organization details page to open the invite member pop-up.
      2. To invite internal users, enter the invitee's User Name (username at registration) or email in the input box, click the search icon 🔍 to query the user. Check the target user (multiple selections supported), click Confirm to send the invitation.
      3. To invite external users, enter the email in the input box, click invite, and the corresponding invitation email will be sent to the invitee's email address. The invitee can choose to accept or decline.

2.2 Notes

1. Username accuracy: Ensure that the entered User Name matches the one used by the target user at registration, otherwise the corresponding account cannot be found.
2. Permission reminder: Only organization administrators have the permission to invite members; regular members do not have this operation entry.

3 Applying to Join an Organization (Regular User Perspective)

3.1 Operation Process

1. Submit join application
   1. Directly visit the target organization link, click the ··· button in the upper right corner of the organization page, select Apply to Join.
   2. In the pop-up window, fill in the Reason (e.g., "Hope to participate in intelligent agent development collaboration"), click Submit to submit the application.

3.2 Approval Progress Inquiry

1. Check notifications: After submitting the application, you can check the approval status in the Notification in the upper right corner of the platform.
2. Administrator approval: After receiving the application notification, the administrator enters the organization member list and performs Approve or Reject operations on the Pending records of the applicant.
3. Result feedback: The approval result will be fed back to the applicant in real-time through platform notifications. After approval, the user officially joins the organization.

4 Groups

4.1 Value of the Feature

Groups are core units in the organization system focused on "small-scale collaboration". They support the division of collaborative teams within the organization by project, function, or interest, achieving targeted sharing of intelligent agent resources, exclusive collaboration spaces for members, and precise task allocation. Through groups, organizational collaboration maintains overall consistency while having the flexibility to adapt to specific scenarios. Whether it's technical breakthrough teams, operational collaboration teams, or interest groups, they can all operate efficiently on the platform.

4.2 Group Creation Process

1. Enter the organization space
   1. Log in to the platform.
   2. Click "Organizations" in the top navigation bar, select the target organization to enter the organization details page.
2. Initiate creation
   1. In the upper right corner of the organization details page, click "···" to expand the menu.
   2. Select "Create Group" to bring up the creation pop-up.
3. Select members
   1. In the "Create Group" pop-up, check the members from the organization who need to join the group (multiple member selection supported).
   2. After selection, click "Next".
4. Complete information
   1. Name: Fill in the group name (e.g., "Agent Development Breakthrough Team"), clearly reflecting the group's positioning.
   2. Description: Add the group's collaboration goals and rules (e.g., "Focus on agent function iteration, synchronize progress weekly"), helping members quickly understand the collaboration direction.
   3. Click "Done" to complete group creation. The new group will be displayed under the "Groups" tab on the organization details page.

Notes:

Default Group

1. After the organization is successfully created, a default group will be generated under the groups, with all members of the organization in this group.
2. Members cannot be manually removed from this group.

4.3 Group Management Operations

1. Member management
   1. Go to the "Groups" tab of the organization where the group is located, find the target group.
   2. Click the "···" menu on the right:
      1. Add members: Select new members from the organization member list to join, expanding the scope of collaboration.
      2. Remove members: Remove members who are not participating in the current group collaboration, optimizing the collaboration structure.
2. Information editing Select the "Edit" option to modify the group name and description, adapting to changes in collaboration needs. For example, update the group goal after project iteration.
3. Delete group If the group collaboration task is completed, you can choose "Delete" to clean up ineffective collaboration units within the organization (ensure critical resources have been transferred before deletion).

4.4 Group and Intelligent Agent Collaboration

1. Intelligent agent permission configuration
   1. Enter the agent details page, switch to the "Permissions" tab:
      1. Organization public scope: Select specific groups, only members of that group can view the agent, achieving targeted resource sharing.
      2. Edit and delete permissions: Designate groups, granting them permission to manage the agent, allowing professional teams to lead agent iteration.

4.5 Application Scenarios and Advantages

1. Project-based Collaboration When a company advances an "Intelligent Customer Service System" project, they create a dedicated group, bringing together development, testing, and operations members. During the agent development process, customer service agent resources are shared directionally within the group. Members collaborate efficiently around requirement documents and iteration plans, avoiding information dispersion and improving project delivery efficiency.
2. Interest-driven Collaboration AI enthusiasts within the organization create an "Agent Creative Lab" group, focusing on developing fun agents (e.g., AI Poetry Assistant). Through the group, ideas and code snippets are shared, members collaborate across functions, quickly turning ideas into experienceable agents, stimulating the organization's innovative vitality.
3. Fine-grained Permission Management When financial industry organizations develop risk control agents, they divide groups into "Development Group (can edit agents)", "Review Group (can view and comment)", and "Operations Group (can invoke)". Different groups are assigned permissions as needed, ensuring compliance and security in agent development.
4. Default Group Usage
   1. When an agent under the organization is set to private, this agent will automatically be added to the default group, allowing all internal members of the organization to view and use it.
   2. When an organization subscribes to or accepts shared agents, these agents will automatically add the default group in "Permission Settings", allowing regular members to view and use them. Administrators can also modify the "Permission Settings" to change to other groups.

The group function makes AgentWeave's organizational collaboration more granular, adapting to complex collaboration needs of large organizations while providing flexible space for small team innovation. Whether advancing professional projects or incubating innovative ideas, groups can be used to build efficient and precise AI agent collaboration networks. Go create your exclusive groups in the organization and start a new experience of segmented scenario collaboration!

5 Organization Purchase of Team Plans

1. On the pricing page's enterprise section, select the desired plan for purchase. Click subscribe to choose the corresponding organization or create a new one. After selecting the organization, click confirm to enter the payment information page and complete the subscription.
2. In the team plan section at the bottom of the organization page, select a plan. Click subscribe to enter the payment information page and complete the subscription.

6 Organization Domain

For organizations that purchase team plans, the following advanced benefits are available:

1. Domain You can directly use this custom domain to access your organization, and you can choose a template. The selected template will serve as the homepage style when accessing via the custom domain.

   Internal and external members of the organization can directly access through the organization's domain without going through the main site.Only public agents can be seen under the domain name.

2. Featured Agents Click to search and add agents created under the organization. Up to 4 agents can be added, and the featured agents will be displayed on the homepage when accessed via the domain.

7 Organization-related Functions

7.1 Creating Agents Under the Organization

Click the build button in the upper right corner of the organization page to enter the agent creation process. See the agent module introduction for details.

Created agents will appear under Agents - Built by Organization. Organization owners and admins can edit them.

7.2 Organization Sharing and Subscribing to Agents

Displayed under Agents - Shared & Subscribed.

• Shared: Share agents to the organization on the agent management page.
• Subscribed: Subscribe to the organization under the three dots in the upper right corner of the agent details page.

7.3 Other Functions Under the Organization

Click the three dots next to the create button to reveal a dropdown list.

1. Edit Organization

   Modify organization-related information.

2. Create a Group

   Fill in the corresponding information to create a group. See the group module for detailed introduction.

3. Resource Statistics

   Click to view the organization's resource usage, including organization credits, storage space, Bedrock index, and files.

4. Credits

   Click to view organization-related point details and purchase credits.

5. Plan

   Click to jump to the organization plan page to purchase organization credits and view recharge records.

6. Delete Organization

   Only the owner can delete the organization.