Sub Organizations

Overview

Each sub-organization features a unique, dedicated phone assistant that operates entirely independently from your other sub-organizations. Every profile is complete with its own forwarding number, custom configurations, and operational settings.

Your primary sub-organization is generated automatically upon signup and completion of the initial onboarding process. If your business spans multiple physical locations, distinct departments, or separate employee roles, you can create additional sub-organizations to keep each environment completely separate.

Open this page at: app.i118.ai/app/organizations

Why use multiple sub organizations?

To ensure tailored customer experiences, each individual sub-organization can maintain its own:

• Phone number: Dedicated or extension forwarding phone number.

• Knowledge Base: Custom menus, product catalogs, service lists, and business instructions.

• Settings: All configurations are independently maintained.

• Schedule: Independent business hours and time zone settings.

• Identity: Distinct AI voice, personality traits, and language configurations.

• Tools: Separate POS (Point of Sale) or calendar integration tokens.

• Alerts: Isolated notification contacts and routing rules.

Common Use Cases

• Multi-Unit Operations: Managing multiple restaurant locations, retail storefronts, or franchise branches.

• Departmental Lines: Separating customer service, sales, and billing departments onto their own lines.

• Role Segmentation: Handling distinct service or staff roles under a single primary corporate account.

Switching between sub organizations

To alternate profiles, use the sub-organization selector located at the bottom of the dashboard sidebar. Once you switch profiles, all configuration and settings pages will automatically refresh to reflect the currently selected sub-organization.

Managing sub organizations

Adding a new sub organization

Navigate to the sub-organization selector located at the bottom of the dashboard sidebar, select Manage Sub Organizations.

Renaming an sub organization

Click the edit (pencil) icon next to the sub organization name on the Manage Sub Organizations page. Enter the new name and save.

Deleting a sub organization

To delete an additional sub-organization, click the Delete button next to its name on the Manage Sub Organizations page.

The Grace Period

Once you initiate a deletion, all stored information and settings are scheduled for removal. However, they are held for a brief grace period, usually 15 days, giving you a chance to restore the sub-organization if you change your mind.

During this window, the following items are safely held before being permanently deleted from our servers:

• Your custom configurations and business settings.

• Your complete knowledge base and chat/call histories.

• Your associated forwarding phone number.

⚠️ Important Notes on Sub organization Deletion

Immediate Termination:

• Service Disruption: The phone assistant and all associated services for the deleted sub-organization will stop working immediately.

• Isolated Impact: Deleting or disabling a specific sub-organization will not affect your other active sub-organizations.

Minimum Account Requirements:

• Active Status Required: You must always maintain at least one active sub-organization on your account.

• The Last Sub-Organization: If you only have one sub-organization remaining, the Delete button will be disabled. To remove your final sub-organization, you must cancel your entire subscription from your account.

• How to Cancel: Navigate to Billing and Subscription in your dashboard, click Manage billing and view history, and then click Cancel Subscription in the top right corner.

Preventing Extra Charges:

• Phone Number Renewal Warning: During the temporary grace period, your assigned forwarding phone number may still automatically renew.

• Avoiding Recurring Fees: If you want to avoid recurring phone number fees, manually delete the associated number from the Forwarding Phone page prior to or immediately after deletion.

• Automatic Removal: If no action is taken, the forwarding phone number will be deleted automatically once the grace period expires.

During the Grace Period

• The sub-organization will remain visible in your dashboard, marked with its scheduled permanent deletion date in red text.

• You can reverse the deletion at any time during this window by clicking Keep or Restore.

Restoring a Sub-Organization

To cancel a scheduled deletion, click the Keep or Restore button next to the sub-organization’s name before the grace period expires. This immediately reverses the deletion and restores all of your previous configurations and settings.

⚠️ Important Note on Forwarding Phone Numbers While your settings will be recovered, if the Forwarding Phone Number has been deleted, you may need to manually re-subscribe it again. Locate your old number by entering the number during forwarding number search. If your previous phone number has already been released and reassigned to other people, it will no longer be available, and you will need to select a new number.