Organization Overview

See your organization's plan, usage, enabled features, and common management links at a glance

Organization Overview is the first page you see after opening Organization Settings. It brings together basic organization information, plan history, this month's usage, enabled advanced features, and common management links so you can see your organization's status at a glance.

How to access

In the left menu, select Organization Settings → Organization Overview.

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At the top: organization information

The top of the page shows basic information about the organization:

Item	Description
Organization name	Click the edit icon beside the name to change it. Enterprise organizations can also configure Organization Branding in the same dialog.
Plan	Shows the current subscription plan (for example, Enterprise).
Organization ID	The organization's unique identifier. Click the adjacent icon to copy it for integrations or support requests.
Created on	The date the organization was created.
Plan expiration date	Shows the expiration date and days remaining (for example, “Expires in 203 days”) so you can renew in time.

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Organization branding: logos and theme color

Enterprise organizations can customize the admin interface with their own company logos and primary color. After members sign in and enter the organization, its settings apply to the top-left logo and interface elements that support branding, including buttons, selections, links, and highlighted numbers.

How to configure branding

Only roles with “Organization Overview permission” can open this page and make changes. Organization owners have this permission by default. See Role and Permission Management.

1. Go to Organization Settings → Organization Overview, then click the edit icon beside the organization name.

The edit icon beside the organization name opens the Edit Organization dialog.

1. In the Edit Organization dialog, set the following items and click Confirm to save.

Setting	Recommended specification	Where it appears
Square logo	1:1 ratio, 128×128 or 256×256 px	Organization icon at the top of Organization Overview
Horizontal logo	3:1 to 5:1 ratio, at least 32 px high	Logo at the top left of the side menu; on mobile, in the header and at the top of the expanded menu
Theme color	Choose from the color picker, select a preset swatch, or enter a color code (such as #0960bd). Leave it blank to use the system setting.	Accent color for buttons, selections, links, and highlighted numbers in the admin interface. The “Button” and “Selected” preview labels in the dialog update immediately.

After both logos are uploaded, the horizontal logo appears at top left, the square logo appears as the organization icon, and the accent color follows the theme color.

On mobile, the horizontal logo appears in the header.

When the left menu is collapsed to a narrow column on desktop, no logo is shown.

With only a theme color set and no uploaded logo, the accent color changes, the platform logo remains at top left, and the organization icon shows the first character of its name.

If no logo is uploaded, the platform's original logo appears at top left, while the first character of the organization name appears at the top of Organization Overview. This is what “Use system settings when unset” at the top of the dialog means.

Leave the theme color blank to use the system primary color

The theme color, like the logos, can be left blank. If an organization has no theme color set, its admin interface uses the primary color in this site's system settings for accents. Organizations with an explicitly set theme color keep their own color. For white-label or self-hosted sites, this means you do not need to set the theme color for every organization: a new organization uses the site's brand color from the start.

To change an organization that already has a theme color back to the system setting:

1. Go to Organization Settings → Organization Overview and click the edit icon beside its name to open Edit Organization.

2. To the right of the Theme Color code field, click Clear (Use System Settings). The color picker and the “Button” and “Selected” previews immediately show the color that will take effect when the field is blank.

3. Click Confirm to save. The admin interface accent color then reverts to the system primary color.

Use the button beside the color code to clear the theme color and use the system primary color.

Organizations that had a theme color before the upgrade are treated as having it explicitly set, so their appearance does not change. They use the system setting only after the color is cleared. If the site has no system primary color either, the admin interface uses the platform's built-in default color.

Scope

Organization branding applies only to the admin interface after sign-in.

The sign-in page, browser tab icon and title, and system notification emails still use platform branding. The system does not yet know which organization a user belongs to when those elements appear, so it cannot apply organization settings.

The sign-in page does not use organization branding. Its logos and theme color appear after a member signs in and enters the organization.

• Plan: Square logos, horizontal logos, and theme colors are Enterprise features. On other plans, the Edit Organization dialog only lets you change the name and displays “Organization-level branding is unavailable on this plan; system settings will be used.” Contact your sales representative to upgrade.

• Who sees it: Branding follows the organization. When a member switches to another organization, they see that organization's branding.

• Public chat windows have separate settings: Configure the web chat window on your website for customers under Appearance Settings for each channel. It does not follow organization branding. All plans can set the logo, avatar, chat button icon, and colors; the “Support Logo” and “Show Support Branding” controls at the bottom of the chat room are Enterprise features.

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Plan history

Plan History presents the organization's past, current, and scheduled future plans on a timeline:

• Scroll left or right through the timeline. “Today” marks the current position; click Back to Today after scrolling away.

• Each plan segment shows its name and validity period. Trial plans carry a “Trial” label; plans without an expiration date show “Permanent”; active plans show “Expires in N days.”

• Longer histories are collapsed by default. Click Show N Earlier Records to expand them.

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Usage overview (this month)

Three cards summarize this month's key usage:

Card	Contents
Current AI assistant count	Number of AI assistants created. If the plan has a limit, the card shows “Limited” and the maximum; otherwise it shows “Unlimited.”
Conversations this month	Total number of conversation messages this month.
Knowledge base storage used	Storage currently occupied by knowledge bases.

For fuller historical trends and details, go to Organization Settings → Usage Statistics.

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Advanced features and Credits

Advanced features

The Advanced Features section lists the organization's enabled advanced capabilities in a fixed order:

Feature	Note
Call center	Hidden when unavailable
AI voice assistant
Meeting records
Hook message interception/rewriting	Enterprise feature
AI Gateway	Enterprise feature, Beta
Teams (Agent Teams)	Beta
Custom vector database connection	Enterprise feature

Enabled features appear normally; disabled features appear gray. Enterprise-only features also carry an “Enterprise” label.

Contact your sales representative to enable an advanced feature that is currently unavailable.

Credits

The Credits card on the right shows the current Billing Method (Credit mode or token mode) and offers a Go to Credit Wallet button. Click it to view your Credit balance and usage details. See Credit Billing for details.

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Management actions

Management Actions provides shortcuts to common organization settings:

Link	Destination
Edit members	Member Management
Edit role permissions	Role and Permission Management
Third-party sign-in settings	Third-party Sign-in (SSO) (Enterprise organizations only)
Identity synchronization	Identity Synchronization (LDAP) (Enterprise organizations only)
Announcement management	Publish and manage organization announcements
OAuth applications	Manage the organization's OAuth applications

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Delete organization

The Delete Organization section is at the bottom of the page. Only the organization owner can perform this action, and they must enter the organization name to confirm.

Deleting an organization permanently removes all AI assistants, knowledge bases, and member data and cannot be undone. Check carefully before proceeding. See Delete Organization for the full procedure.