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Teams

Open Chat Studio supports multiple organizations/departments working in the same system while keeping their data completely separate. Each organization is called a Team. Teams have their own settings, private data, and chatbots.

You can belong to several teams at once, with different roles in each — for example, an Admin on one team and a Viewer on another. Roles are managed with User Groups.

Team configuration

Global settings are managed at the Team level. This includes:

Finding where a provider is used

Every service-provider edit page has a Show usages button. Clicking it lists everything in your team that references that provider:

  • Chatbots and assistants — links go to the working version's edit page; references belonging to a published version are tagged with a version badge.
  • Pipelines — rolled up to their owning chatbot.
  • Collections and document sources — rolled up to the owning collection.
  • Channels — rolled up to their owning chatbot.

This is most useful before rotating an API key, deprecating a provider, or triaging a potentially leaked credential — it gives you an immediate picture of what would be affected.

Moving a team to another instance

To move a team — its chatbots, configuration, and chat history — to a different OCS server, see Migrate a Team to Another Instance.