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Organizations and teams

  • An organization is your company’s account. It owns integrations (CRM, Notion), billing, and API keys.
  • A team is a group within your organization. Each team has its own calls, summaries, scorecards, and slice runs.
Most data is team-scoped — a team only sees its own data. CRM data (deals, companies, contacts) is org-scoped because the CRM connection is shared.

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How it’s structured

Organization (your company)
├── Team A (e.g., Enterprise Sales)
│   ├── Members
│   ├── Calls, summaries, scorecards
│   └── Slice runs and evidence
├── Team B (e.g., Mid-Market Sales)
│   ├── Members
│   ├── Calls, summaries, scorecards
│   └── Slice runs and evidence
└── Shared across org
    ├── CRM data (HubSpot deals, companies, contacts)
    ├── Integrations (Gong, Fireflies, Fathom, Notion)
    ├── Billing
    └── API keys (each scoped to one team)

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Users and membership

  • A user can belong to multiple teams within the same organization
  • A user can belong to multiple organizations
  • Each user has a primary team per organization — this is their default context when they log in
  • Users are added via invite (email) or can be added directly by an Org Admin

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API keys and scoping

API keys are created at the org level but scoped to a single team. A key for Team A can only access Team A’s data. See Authentication for details.