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Overview

Setting up a new organization allows you to manage voice agents, team members, and settings specific to your business or department. This guide walks you through the creation process.

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Accessing the Creation Form

You can create a new organization from the organization dropdown menu located in the sidebar:
  • Click on the organization dropdown trigger which displays your current organization’s name and details.
  • In the popover menu, scroll to the bottom and click on the ‘Create Organization’ option.
  • This will open a dialog containing the organization creation form.

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Filling Out Organization Details

The form requires several key pieces of information:
  • Business Name (Required): The official name of your organization.
  • Business Email (Required): A primary contact email for the organization.
  • Phone Number (Required): A primary contact phone number. The country will be inferred from the number.
  • Timezone (Optional): Select the primary timezone for your organization’s operations. Defaults to a common timezone if not selected.

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Adding Location Information (Optional)

Providing location details can be helpful for context and potential future features:
  • Address: Street address.
  • City: City name.
  • State/Province: State or province name.
  • Postal Code: Postal or ZIP code.
  • Country: Automatically updated based on the phone number, but can be manually adjusted if needed.

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Submitting the Form

Once all required fields are filled:
  • Click the ‘Create Organization’ button at the bottom of the form.
  • The system will validate the information and create the new organization.
  • You will automatically be switched to the newly created organization.
  • A confirmation message will appear, and you may be redirected to the organization settings page.

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Conclusion

Creating a new organization is the first step to managing your AlloMia resources effectively. Ensure you provide accurate required information. You can always update the details later in the Organization Settings.