What is an account?

What it is

In Agentency, an account is a workspace, and every workspace is owned by exactly one person. There is no separate company object to create, no "organisation" to set up, no team entity that exists on its own. When you registered, your login became the owner of a workspace, and that workspace is where your chatbots, knowledge, conversations, customers, message credits, and subscription live.

Everyone else who works in that workspace is a member. A member signs in with their own email and password, and their membership grants them a role inside your workspace. It does not make them a second owner and it does not merge their workspace with yours.

Two words do a lot of work here, so it is worth separating them once and for all:

• Your login is you: one email address, one password, one profile photo, one language and theme preference, your own two-factor setup.
• An account (workspace) is a container owned by one person: chatbots, knowledge, conversations, customers, credits, the subscription, and the member list.

One login can reach several workspaces. A workspace has exactly one owner, forever.

When you would use it

Read this when any of the following has happened:

• A teammate says they created a chatbot and you cannot see it anywhere.
• You accepted an invitation and the dashboard still looks empty.
• Settings → Billing vanished from your sidebar and you want to know whether something broke.
• You are about to invite your first colleague and want to know what you are actually giving them.
• You run an agency and need to work inside several clients' workspaces without mixing them up.

Where to find it

Open Dashboard → Accounts. That page lists every workspace your login can open.

The member list for the workspace you are currently in is a different page: Dashboard → Settings → Members.

The three roles a person can hold

You are…	What that means
Owner of a workspace	You created it by registering. Everything in it belongs to you, including the bill. You cannot be removed and you cannot leave.
Member of someone else's workspace	You were invited and accepted. You work on their chatbots with the role they gave you. You can leave whenever you like.
Both, at the same time	Completely normal. You own your workspace and are a member of two clients' workspaces. You switch between them; they never merge.

Steps

1. Think of your login as you, and the account as the workspace you own.
2. Open Dashboard → Accounts. The row marked as your own account is the workspace you own.
3. Anything created while a workspace is selected belongs to that workspace's owner — even if a teammate clicked the button. Ownership follows the workspace, never the person who typed.
4. Check the sidebar. When you are working inside somebody else's workspace, a small Acting in {account} line appears under your name. In your own workspace that line is absent.
5. To bring someone into your workspace, go to Settings → Members and invite them. See Invite and manage members.

What you will see

Accounts lists workspaces — the one you own under My account, and any you joined under Accounts I joined, plus any pending invitations waiting for you to accept or decline.

Settings → Members lists people inside the workspace you are currently in, with their role, their chatbot access, and when they joined.

Those two pages answer different questions. Accounts answers "whose data am I looking at?". Members answers "who else can see this data?".

What belongs to the workspace, and what belongs to you

This table settles most of the confusion in one glance.

Follows your login everywhere	Belongs to the workspace
Your name and photo	Chatbots
Theme, language, timezone	Knowledge sources
Password and two-factor	Conversations and customers
Which workspaces you can open	Message credits
	Subscription, invoices, and plan
	The member list and their roles

Two consequences catch people out almost every time.

Billing and Developer only exist when you own the workspace you are in. Inside somebody else's workspace those tabs are simply absent — not broken, not a bug you can fix with a bigger role. Their subscription is theirs. See Why Billing is owner-only.

Credits belong to the workspace. Answering visitors in a client's workspace spends the client's credits, and your own balance is untouched.

Why there is no "transfer ownership" button

The owner is the workspace. Moving ownership would mean moving the subscription, the payment method, the invoice history, the customer records, and the legal responsibility for other people's personal data to a different person — which is not something a product should do behind a single confirm dialog. If you genuinely need a different person to own the workspace, contact support and describe the situation rather than trying to recreate everything by hand.

Closing a workspace is a different action and it does exist: see Delete your account.

Limits and plan notes

• Every plan includes at least the owner's own seat. Plans that include only that one seat leave no room to invite anyone, which is why the Invite member button can be unavailable on a brand-new workspace. The seats meter on Settings → Members shows what you have; Pricing and Settings → Billing show what each plan includes.
• Being a member of somebody else's workspace never uses a seat in your own workspace. It costs you nothing.
• Your role can differ per workspace — owner in yours, editor in one client's, viewer in another's.
• Team features can be switched off entirely on a private installation. If Accounts and Settings → Members are missing altogether rather than just empty, that is the reason.

Common problems

My teammate created a chatbot and I cannot see it.

They were almost certainly in their own workspace when they created it. Chatbots cannot be moved between workspaces, so ask them to switch into yours and create it again there. See Team member cannot see chatbots.

I am an Admin. Why is Billing gone?

Billing is owner-only by design. Admin is the highest member role, not a second owner, so it stops short of the subscription, invoices, and account deletion. Ask the owner to handle plan changes.

I accepted an invitation but my dashboard is still empty.

You are still standing in your own workspace. Open Accounts and switch. See Switch accounts.

Can two people own one workspace?

No. One owner. Give the second person the Admin role instead — it grants everything a member can be given, and only billing and account deletion stay behind.

I signed up twice with two email addresses. Can I merge them?

No. Those are two separate workspaces with two separate owners, even though both are you. Pick the one you want to keep, invite the other address into it as a member, and rebuild anything you need on the keeper. Nothing copies across automatically.