> For the complete documentation index, see [llms.txt](https://docs.maiagent.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.maiagent.ai/maiagent-user-guide/en/org/organization-overview.md).

# Organization Overview

View your organization's plan, usage, enabled features, and common management shortcuts at a glance

The **Organization Overview** is the first page you see after opening <mark style="color:blue;">Organization Settings</mark>. It brings together your organization's basic information, plan history, usage for the current month, enabled advanced features, and common management shortcuts, giving you an at-a-glance view of the organization's overall status.

## How to Access <a href="#how-to-access" id="how-to-access"></a>

From the left menu, click <mark style="color:blue;">Organization Settings</mark> → <mark style="color:blue;">Organization Overview</mark>.

***

## Top of the Page: Organization Information <a href="#org-info" id="org-info"></a>

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

| Item                 | Description                                                                                                                                      |
| -------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------ |
| Organization Name    | Click the edit icon next to the name to change it                                                                                                |
| Plan                 | Displays the current subscription plan (for example, "Enterprise")                                                                               |
| Organization ID      | The organization's unique identifier. Click the icon next to it to copy it. You may need it for integrations or when contacting customer support |
| Created On           | The date the organization was created                                                                                                            |
| Plan Expiration Date | Displays the expiration date and number of days remaining (for example, "Expires in 203 days"), so you can renew in advance                      |

***

## Plan History <a href="#plan-lifecycle" id="plan-lifecycle"></a>

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

* Scroll the timeline **left or right** to browse it. **Today** marks the current position; if you scroll away, click <mark style="color:blue;">Back to Today</mark>
* Each plan segment displays its name and effective period. Trial plans have a **Trial** label, plans without an expiration date display **Permanent**, and active plans display **Expires in N days**
* When there are many historical records, older records are collapsed by default. Click <mark style="color:blue;">Show N Earlier Records</mark> to expand them

***

## Usage Overview (Current Month) <a href="#usage-overview" id="usage-overview"></a>

Three cards show key usage figures for the current month:

| Card                                | Details                                                                                                                                                 |
| ----------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Current Number of AI Assistants** | The number of AI assistants created. Plans with a limit display **Usage Limit Applies** and the limit; plans without a limit display **No Usage Limit** |
| **Conversations This Month**        | The cumulative number of conversations this month                                                                                                       |
| **Knowledge Base Storage Used**     | The storage space currently used by knowledge bases                                                                                                     |

{% hint style="info" %}
For more complete historical trends and details, go to <mark style="color:blue;">Organization Settings</mark> → <mark style="color:blue;">Usage Statistics</mark>.
{% endhint %}

***

## Advanced Features and Credits <a href="#advanced-features-and-credits" id="advanced-features-and-credits"></a>

### Advanced Features <a href="#advanced-features" id="advanced-features"></a>

The **Advanced Features** section lists the advanced capabilities enabled for the organization in a fixed order:

| Feature                           | Notes                    |
| --------------------------------- | ------------------------ |
| Call Center                       | Hidden when not enabled  |
| AI Voice Assistant                |                          |
| Meeting Records                   |                          |
| Hook Message Interception/Rewrite | Enterprise feature       |
| AI Gateway                        | Enterprise feature, Beta |
| Teams (Agent Teams)               | Beta                     |
| Custom Vector Database Connection | Enterprise feature       |

Enabled features appear normally, while disabled features appear in gray. Enterprise-only features are also labeled **Enterprise**.

{% hint style="info" %}
To enable an advanced feature that is currently disabled, contact your sales representative.
{% endhint %}

### Credits <a href="#credits" id="credits"></a>

The **Credits** card on the right displays the current <mark style="color:blue;">billing method</mark> (credit mode or character-count mode) and provides a <mark style="color:blue;">Go to Credits Wallet</mark> button. Click it to view your credit balance and usage details. For more information, see [Credits Billing System](/maiagent-user-guide/en/org/credits.md).

***

## Management Actions <a href="#management-actions" id="management-actions"></a>

**Management Actions** provides shortcuts to commonly used organization settings. Click a shortcut to open the corresponding page:

| Shortcut                   | Destination                                                                                                        |
| -------------------------- | ------------------------------------------------------------------------------------------------------------------ |
| Edit Members               | [Member Management](/maiagent-user-guide/en/org/member.md)                                                         |
| Edit Role Permissions      | [Role Permission Management](/maiagent-user-guide/en/org/roles/role-permission.md)                                 |
| Third-Party Login Settings | [Third-Party Login (SSO)](/maiagent-user-guide/en/org/sso.md) (displayed only for Enterprise organizations)        |
| Identity Sync              | [Identity Sync (LDAP)](/maiagent-user-guide/en/org/identity-sync.md) (displayed only for Enterprise organizations) |
| Announcement Management    | Publish and manage organization announcements                                                                      |
| OAuth Applications         | Manage the organization's OAuth applications                                                                       |

***

## Delete Organization <a href="#delete-organization" id="delete-organization"></a>

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.

{% hint style="danger" %}
Deleting an organization permanently removes all AI assistants, knowledge bases, and member data and cannot be undone. Make sure you want to proceed before performing this action. For detailed instructions, see [Delete Organization](/maiagent-user-guide/en/org/organization-management.md).
{% endhint %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.maiagent.ai/maiagent-user-guide/en/org/organization-overview.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.