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Getting Started with Organizations

Every AppyAI account automatically comes with an organization workspace. Access it in the upper right of the builder by clicking on your organization’s name and selecting “Manage.” Screenshot2025 07 23at1 05 50PM Pn

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Managing Your Organization Profile

Customize your organization’s identity and branding to create a professional presence within the AppyAI platform.
Screenshot2025 07 23at1 04 37PM Pn

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Organization Branding

Logo Upload: Add your organization’s logo to create a consistent brand experience
  • Recommended size: 1:1 aspect ratio, up to 10MB
  • Supports common image formats (PNG, JPG)
Organization Name: Set the display name that represents your organization across AppyAI Organization Slug: Modify the URL where your published agent will be hosted ([SLUG].appy.ai)

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Verified Domains

Automatic Access: Allow users with verified email domains to join your organization automatically or request access
  • Add your company’s email domain (e.g., @yourcompany.com)
  • Users with matching email addresses can join without individual invitations
  • Reduces administrative overhead for larger teams
  • Maintains security by limiting access to verified domain holders
Domain Benefits: Verified domains make it easier for legitimate team members to discover and join your organization while keeping unauthorized users out.

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Team Member Management

Build and manage your collaborative workspace by controlling who has access to your organization and what role they play.

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Current Members

View and manage all active members in your organization. The member count shows your current team size, and you can see each member’s role and permissions at a glance.

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Inviting New Members

Screenshot2025 07 23at1 05 09PM Pn Email Invitations: Send invitations directly through the platform
  • Enter one or more email addresses, separated by spaces or commas
  • Choose the appropriate role for new members (Member, Admin, etc.)
    • Admins can invite additional members to your organization
  • Invitations are sent automatically with instructions for joining
Pending Invitations: Track outstanding invitations that haven’t been accepted yet
  • Monitor which team members still need to join
  • Resend invitations if needed
  • Cancel invitations that are no longer needed

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Fine Tune Your Organization

  1. **Upload a logo **to personalize the experience
  2. Change your slug to
  3. Add Email triggers for automated input processing
  4. Set up Recurring Schedule for routine tasks that need to happen regularly
Choose the triggers that match how your customers want to interact with your expertise!