Overview
Groups let you organize your team members into logical segments — for example by department, function, or project — and then use those segments to control access to specific agents. Go to Settings → Groups to manage your groups.What groups are for
By default, all members of your organization can see and use every active agent. Groups let you narrow that down: you can restrict an agent so that it’s only visible to members of a specific group. This is useful when:- You have department-specific agents (e.g. a Media Buying agent that should only be visible to media buyers)
- You want to roll out a new agent to a subset of users before making it available to everyone
- Different client teams each need their own view of agents
Creating a group
Enter a name
Give the group a clear, descriptive name — e.g. “Media Buyers”, “Account Managers”, “Client: Acme Corp”.
Add a description (optional)
A short description helps other admins understand the group’s purpose. Maximum 500 characters.
Adding members to a group
After creating a group, assign members to it from the Members page. Each member’s group badges are shown in their row in the member table. One member can belong to multiple groups simultaneously.Connecting a group to an agent
Once a group exists, you can restrict agent visibility to that group in the agent’s Data Access settings:- Go to the agent’s settings → Data Access tab
- Under User group access, select the group (or groups) that should see this agent
- Save the agent