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Your workspace is where you manage everything about your organization: team members, billing, API access, and branding. All workspace settings are accessible from the Settings link in your dashboard sidebar.

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What You Can Manage

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Organization Settings

Configure your organization’s basic information at useinvent.com/o/settings/general:
  • Organization Name: The name of your workspace
  • Organization ID: Your unique identifier for API access
  • Delete Organization: Permanently remove your workspace and all data

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Members

Invite team members and assign roles:
  • Admin: Full access to all features
  • Developer: Manage assistants, workflows, connections, billing, and domains
  • Manager: Invite and manage Managers and Agents, view and respond to conversations
  • Agent: View and respond to conversations
Learn more about Members →

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Notifications

Configure email and sound notifications for conversations assigned to you. Get notified when new messages arrive so you never miss an important customer interaction. Learn more about Notifications →

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Agents

Assign specific team members to handle conversations when human handoff is needed. This allows you to limit which agents have access to specific assistants. Learn more about Agents →

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Connections

View all external platform connections made through Assistant Actions and Channels. This centralized view shows every integration your organization has connected, including Google Drive, Airtable, Notion, Linear, and more. Learn more about Connections →

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API Keys

Generate API keys to programmatically interact with Invent. Use these keys to build custom integrations or automate workflows. Learn more about API Keys →

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Single Sign-On (SSO)

Let your team sign in through your identity provider — Okta, Microsoft Entra ID, Google Workspace, Auth0, and any other OIDC-capable IdP. Claim your email domains, configure SSO profiles, and decide which login methods your team is allowed to use. Learn more about SSO →

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Usage

Track your organization’s credit consumption and spending over time. Monitor usage patterns and see detailed spend analytics.

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Billing

Manage your payment method, subscription, and view billing history. Set up auto-recharge to automatically add credits when your balance drops below a threshold. You can also set a Monthly Spending Limit to cap how much your organization can spend per billing cycle.

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Plans

View available pricing tiers and manage your subscription. Invent offers Pay As You Go and Business plans with different limits for assistants, channels, members, and more. Learn more about Plans & Pricing →

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White Label

Customize your organization’s branding with custom domains and personalized appearance:
  • Domains: Add custom domains for whitelabel emails and portals
  • Customization: Upload your logo, set contact email, address, terms of service, and privacy policy
Learn more about White Label →

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Audit Logs

Monitor all activity in your workspace with a detailed log of every action taken by team members. Track changes to assistants, settings, members, and more, with filters for date range and action type. Learn more about Audit Logs →

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Sub-Organizations

Create and manage independent sub-organizations under your parent organization. Each sub-organization has its own members, billing, assistants, and settings. Ideal for agencies managing clients or businesses with separate departments. Learn more about Sub-Organizations →

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Accessing Settings

Click Settings in the left sidebar of your dashboard, then choose the category you want to manage from the secondary sidebar. You can also access settings directly at useinvent.com/o/settings.