AI Employee Groups
AI Employee Groups let you organize AI Employees into logical collections on the AI Employees dashboard. Groups are organizational labels that improve browsing and management -- they do not affect permissions or workflow execution.
Key Rules
- An AI Employee can belong to one group or be ungrouped. Only one level of grouping is supported.
- You only see groups that contain at least one AI Employee you have access to.
- Group names must be unique within a tenant.
Creating a Group
- Click New Group near the group chips at the top of the dashboard.
- Step 1 -- Details: Enter a group name (required) and optional description. Submit to create.
- Step 2 -- Move Employees (optional): Search and multi-select AI Employees to add to the group, then click Move. You can also skip this step to create an empty group.
Editing and Deleting Groups
- Edit group details: Update the group name or description from the group action menu.
- Delete group: Remove the group (confirmation required). When a group is deleted, its AI Employees return to the tenant's default ungrouped area.
Both actions are available from the group action menu that appears alongside each group section.
Card-Level Actions
Each AI Employee card (revealed on hover) provides the following actions:
| Action | Description |
|---|---|
| Open | View the AI Employee |
| Configure | Open the AI Employee configuration page |
| Rename | Change the AI Employee's display name |
| Delete | Remove the AI Employee (with confirmation dialog) |
| Move to group | Choose a target group from a submenu. The current group is hidden from the target list. Includes a + New Group option that pre-selects the AI Employee in the create flow. |
| Remove from group | Send the AI Employee back to the ungrouped area. Hidden if the AI Employee is already ungrouped. |
Group Navigation
Horizontally scrollable group chips appear at the top of the AI Employees page. Each chip shows the group name and a dynamic count of AI Employees. A + affordance lets you create a new group directly from the chip bar.
Click a chip to filter the dashboard to that group's AI Employees.
Roles and Access
| Action | Required Role |
|---|---|
| Create groups | Tenant Admin, Manager, or Builder |
| Create AI Employees inside a group | Tenant Admin or Builder |
| Move existing AI Employees into a group | Admin or Manager access on the AI Employee |
| View groups | Access to at least one AI Employee in the group |
Group permissions are intentionally lenient in the current model. Treat groups as organizational labels for easier browsing, not as security boundaries.
Guest users without create rights will not see groups they have no AI Employee access to.
Next: Workspaces and Tenants