Switch organizations

A single Hilal Chatbot account can belong to multiple organizations. Agencies, contractors, and multi-brand companies use this every day.

In this guide:

  • The org switcher
  • Create a new organization
  • Leave an organization
  • Data isolation between orgs

Step 1: Find the org switcher

In the navigation header (top-left), the current organization name is displayed with a dropdown chevron. Click it.

Org switcher Screenshot: The organization switcher dropdown showing multiple organizations.

You see:

  • A list of organizations you belong to.
  • The currently selected one (checkmark).
  • An option to Create new organization.

Step 2: Switch

Click any organization in the list. The page reloads to that organization’s context — chatbots, members, billing, and integrations are now from that org.

The org choice persists across browser tabs and refreshes; you only re-pick when you actively switch.

When to use multiple organizations

  • Agency: one org per client. Keeps client data separated; client billing stays separate.
  • Multi-brand company: one org per brand. Different chatbots, different visual identities, different teams.
  • Test and prod: one org for staging, one for production. Connectors, deployment tokens, and quotas don’t cross.
  • Personal vs. work: keep your hobbyist chatbot on a personal org separate from your employer.

Step 3: Create a new organization

In the org switcher, click Create new organization. Fill in:

  • Name
  • Plan (or stay on free trial)
  • (optional) Initial members

You become the Owner of the new org. The old one is unaffected.

Step 4: Leave an organization

If you no longer need access to an org:

  1. Switch into that org.
  2. Settings → Members → find yourself → Leave organization.
  3. Confirm.

Caveats:

  • The org’s last Owner can’t leave. Promote someone else first.
  • You lose access to all data in that org. Export anything you need first.

You can re-join later via a fresh invitation.

Data isolation

Each organization is its own silo:

  • Chatbots, knowledge sources, conversations, contacts, analytics, integrations, billing — all scoped per org.
  • Members in Org A cannot see anything in Org B unless they’re also in Org B.
  • API tokens and deployment tokens are org-scoped — leaks don’t cross orgs.

This makes agency / multi-tenant use safe by default.

Tips

  • Name organizations carefully. “Acme Inc” and “Acme Marketing” are easy to confuse in the switcher.
  • Use color or emoji prefixes in org names to differentiate at a glance: “🏢 Acme Inc”, “🛒 Beta Store”, “🎨 Test Org”.
  • Keep an audit trail. Know who creates orgs and when — a runaway org-creation pattern can mean abuse.

What’s next