Configuring Your Organization Settings

A step-by-step guide for administrators on how to access and modify their organization's settings in allmates.ai, including name, icon, and description, to provide essential context for all users and Mates.

Last updated 7 months ago

The Foundation of Your Collaborative Environment

Your organization's settings in allmates.ai are more than just administrative details; they form the foundational context for every interaction that happens within your environment. A well-configured organization profile ensures clarity for human members and provides crucial high-level guidance for all Mates, improving the relevance and accuracy of their contributions.

This guide will walk you through how to access and modify these essential settings.

Accessing Organization Settings

Only users with the Admin or Super Admin role can access and edit organization settings.

  1. In the top-left corner of the interface, click the downward arrow next to your organization's name.

  2. From the dropdown menu that appears, select "Organization settings".

Accessing Organization Settings

Editing Your Organization's Details

On the settings page, you can configure the following key details:

1. Organization Name

This is the primary identifier for your company within allmates.ai. It appears at the top of the sidebar for all members.

  • How to Edit: Simply type the new name into the "Organization name" field.

  • Best Practice: Use your official company name for clarity.

2. Organization Icon

The icon provides a quick visual reference for your organization, making it easily identifiable.

  • How to Edit: Click on the default icon to open an emoji picker. Select an emoji that best represents your brand or company culture.

  • Best Practice: Choose a simple, recognizable icon that aligns with your company's identity.

3. Organization Description (Crucial for AI Context)

The description is the most critical field for optimizing AI performance. The text you enter here serves as a high-level "prime directive" for every Mate in your organization. They use this context to understand:

  • Your company's mission and core business.

  • Your primary goals and objectives.

  • Your industry, key products, and target audience.

  • The overall tone and style of communication to adopt.

  • How to Edit: Write a clear and detailed summary in the "Description" text box.

  • Best Practice: Be as descriptive as possible. A well-crafted description directly leads to more relevant, accurate, and context-aware responses from your Mates.

Need Help Crafting the Perfect Description?

Writing an effective description can be challenging. Consider collaborating with a specialized Mate like @Context Builder! This Mate is designed to help you write clear, concise, and impactful descriptions that are optimized for both human understanding and AI performance.

Saving Your Changes

After making your desired changes, be sure to click the "Update" or "Save" button at the bottom of the page to apply them.

By keeping your organization settings accurate and up-to-date, you create a more efficient and intelligent collaborative environment for your entire team.

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