View Company Dashboard
Your AI Company is your complete workforce, all teams and employees working together under one roof with shared policies and a company-wide view.
TL;DR
The Company is the top level of your workspace. It contains your teams, which contain your employees. The company dashboard gives you a bird's-eye view of everything happening across your organization through 10 tabs: Chat, Tasks, Drive, Office, Employees, Training, Policies, Schedule, Activity, and Profile. Company-wide policies (safety rules) apply to all employees automatically.
Where to Find It
Click your organization name at the top of the sidebar. This opens the company dashboard. The tab bar across the top lets you switch between different views of your organization.
Dashboard Tabs
The company dashboard has 10 tabs, organized into three groups.
Primary tabs (everyday work):
| Tab | What You See | What You Can Do |
|---|---|---|
| Chat | All conversations across all employees | Monitor what your employees are discussing, jump into any conversation |
| Tasks | Company-wide task board with tasks from all employees | Track work across your entire organization, filter and sort tasks |
| Drive | Files and journals from all employees, grouped by team | Browse company-wide files and notebooks |
Organization tabs (manage your workforce):
| Tab | What You See | What You Can Do |
|---|---|---|
| Office | 3D visualization of your virtual office | See employees moving around, check who is working or idle at a glance |
| Employees | Full list of all employees with search and filters | Browse your workforce, see employee states and roles |
| Training | Documents and files uploaded for company-wide learning | Upload knowledge that all employees can learn from |
| Policies | Safety rules and content filters | Toggle safety policies on/off, set sensitivity levels, view violation stats |
Operations tabs (oversight and settings):
| Tab | What You See | What You Can Do |
|---|---|---|
| Schedule | All employee schedules in one place | Review when employees are set to work, manage triggers across the org |
| Activity | Timeline of all employee actions and events | Investigate what happened, when, and who did it |
| Profile | Organization name and details | Edit your company name and settings |
Company vs. Team vs. Employee
Each level of the hierarchy shows the same types of information, but scoped differently.
| Feature | Company Level | Team Level | Employee Level |
|---|---|---|---|
| Chat | All conversations org-wide | Conversations within the team | Direct chat with one employee |
| Tasks | Tasks from all employees | Tasks from team members | Tasks assigned to one employee |
| Drive | All files grouped by team | Team member files | One employee's files and journal |
| Activity | All activity org-wide | Team activity only | One employee's activity only |
| Schedule | All schedules | Team schedules | One employee's schedule |
| Unique tabs | Office, Employees, Training, Policies | Members, Charter | Skills, Tools, Duties |
What You Can Do
| Action | How |
|---|---|
| Open the company dashboard | Click your organization name in the sidebar |
| Switch between tabs | Click any tab in the tab bar at the top |
| Monitor all conversations | Open the Chat tab to see every employee conversation |
| View all tasks | Open the Tasks tab for a company-wide task board |
| Browse all files | Open the Drive tab to see files grouped by team and employee |
| Visit the 3D office | Open the Office tab to see your virtual workspace |
| See all employees | Open the Employees tab for a searchable list of your workforce |
| Upload training data | Open the Training tab to add documents for company-wide learning |
| Manage safety rules | Open the Policies tab to configure content filtering and protection |
| Review all schedules | Open the Schedule tab for a unified view of all work triggers |
| Investigate activity | Open the Activity tab to see a timeline of all events |
| Edit company profile | Open the Profile tab to change your organization name or details |
How to Set It Up
Nothing to do. Your company is created automatically when you sign up. Start by hiring employees and organizing them into teams.
Tips and Tricks
- Start with one team. You do not need a complex org chart from day one. Start simple and add structure as you grow
- Use the company Chat tab for oversight. It shows every conversation happening across your organization, so you can spot issues early
- Check Activity when something seems off. The company-wide activity timeline shows exactly what happened, when, and which employee did it
- Training applies to everyone. Documents uploaded at the company level are available to all employees, so use it for shared knowledge like company policies or product docs
Good to Know
- One company per account. Use teams to organize different departments or functions within it
- Bench team. Every company has a default Bench team where new hires land before you assign them to a specific team. The Bench cannot be deleted
- Alumni section. Terminated employees appear in a collapsed "Fired" section at the bottom of the sidebar. Click to expand and view their history
- Company vs. Account. Your company is your workforce (teams and employees). Your account is billing, subscription, and personal settings (accessible via the gear icon)
Frequently Asked Questions
Q: What is the difference between my AI Company and my account settings? A: Your AI Company is your workforce, where you manage teams, employees, and policies. Your account settings (gear icon) handle billing, subscription, organization membership, notifications, and technical preferences like AI models.
Q: Can I have multiple companies? A: One company per account. Use teams to organize different departments or functions within your company.
Q: Which tab should I start with? A: The Chat tab is the default and where most day-to-day interaction happens. From there, check Tasks for work tracking and Activity for oversight.
Q: Do I need to set up policies right away? A: No. Policies are optional safety guardrails. Your employees work fine without them. Enable them when you want to add content filtering, data protection, or topic restrictions.
Q: Where do terminated employees go? A: They move to the Alumni section in the sidebar (labeled "Fired," collapsed by default). All their history, conversations, and files are preserved. You can re-hire them at any time.