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Departments group your agents by function — Sales, Research, Content, Operations, or anything custom. Assigning agents to departments is what gives your org chart its shape.

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Steps

  1. Open an agent from your Orbits list or the org chart.
  2. Set its Department field. Pick an existing department or create a new one.
  3. Optionally mark one agent per department as the lead.
  4. Save. The agent moves into that department on your org chart.

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Why departments help

Once you’re running more than a few agents, function-based grouping makes the workforce legible: you can see at a glance which areas are covered, which are thin, and who leads each. It also makes broadcasting to a whole function — “all Sales agents, pause outreach today” — straightforward.

Organize your org chart

Structure departments and leads visually.