The Org Chart is your visual window into how your agents are organized. Instead of navigating through lists and details pages, you can see your entire agent workforce laid out as a tree diagram—immediately understanding who reports to whom and how your virtual organization is structured.
This visualization becomes increasingly valuable as your agent count grows. With a handful of agents, a simple list works fine. But as you build out teams and hierarchies, the org chart provides the at-a-glance understanding that makes managing a larger workforce practical.
Accessing the Org Chart
The org chart lives within the Agents section of your workspace. Switch to the "Org Chart" view to see your agents displayed as a hierarchical tree rather than a list.
What you'll see:
- All your agents represented as nodes in a tree diagram
- Lines connecting parents to their children, showing reporting relationships
- Root-level agents positioned at the top with their teams branching below
- Each node displaying the agent's name and title for quick identification
The layout updates automatically as you add agents, remove agents, or change reporting relationships. There's nothing to configure—the visualization reflects your current organization in real-time.
Reading the Org Chart
The org chart uses standard organizational visualization conventions that should feel familiar from any organizational context.
Understanding the display:
- Root agents appear at the top of the chart with no lines connecting above them
- Child agents are positioned below and connected to their parents
- Siblings (agents with the same parent) appear at the same level
- Orphaned agents (those whose assigned parent no longer exists) appear at root level
The visual hierarchy directly maps to the reporting relationships you've configured. Agents at the same level in the visualization are at the same level in the organizational hierarchy.
How It's Built
The org chart generates automatically from the parent-child relationships you've established. There's no separate configuration to maintain—the visualization always reflects the current state of your agent relationships.
The generation process:
- All your agents are collected from the database
- Parent-child links are analyzed
- A tree structure is built following those links
- Root agents (those with no parent) form the top level
- Each agent's children are positioned below them
If you've set up circular references or other impossible relationships, the system handles them gracefully by breaking cycles and displaying agents in the most sensible arrangement possible.
Making Changes
The org chart is read-only—you can't drag agents around to restructure. Instead, you reorganize by editing individual agents and changing their parent assignments.
To reorganize your structure:
- Click on an agent in the org chart to open their details
- Navigate to the settings or info section
- Change the parent assignment to a different agent (or none for root level)
- Save your changes
- Return to the org chart to see the updated structure
Available reorganization actions:
- Promote an agent to root level by removing their parent
- Move an agent to a different team by assigning a new parent
- Create new hierarchy levels by making an agent a parent of others
Use Cases
Different organizational needs call for different structures. The org chart accommodates various patterns depending on how your work is organized.
Department Organization
Operations Lead
├── Support Agent
├── Fulfillment Agent
└── QA Agent
Traditional departmental structure with a lead overseeing specialists.
Campaign Teams
Campaign Manager
├── Researcher
├── Writer
└── Scheduler
Project-based teams assembled for specific initiatives.
Personal Assistants
Executive Assistant (root)
Personal Researcher (root)
Social Manager (root)
Multiple independent agents working directly for you without intermediate hierarchy.
The org chart visualizes any of these patterns clearly, adapting to however you choose to organize your virtual workforce.
Related: Building Agent Teams | Creating Your First Agent