Entering Organization Information

Objective of the Action

It is crucial to describe the organization to provide a general context for the company. This helps Mates understand the professional environment they are working in and tailor their responses and actions accordingly.

Steps to Follow

1. Access Organization Settings:
   • Click on the black downward arrow next to the organization's name at the top left of the screen.
   • Select "Settings" from the drop-down menu.
2. Fill in the Information Tab:
   • Navigate to the "Information" tab.
   • Fill in the meta-information about the organization, such as:
     • Organization Name: The official name of the company.
     • URL Path: The unique URL path of the organization. Note: This identifier was defined when the organization was created based on the organization’s name and cannot be modified.
     • Organization ID: The unique identifier of the organization. Note: This identifier is set when the organization is created and cannot be modified.
     • Website: The URL of the organization’s website.
     • Industry: The main industry of the organization (e.g., SaaS Publisher).
     • Default Language: The main language used for Mates' responses.
   • Modification Permissions: Only Admins and Owners of the organization can modify these settings.
3. Fill in the Description Tab:
   • Navigate to the "Description" tab.
   • Describe the organization in detail to help Mates understand the overall context. Include information such as:
     • Mission: The mission of the organization.
     • Vision: The long-term vision of the organization.
     • Offerings: The products, services, or solutions offered by the organization.
     • Target Clients: The type of clients the organization serves.
     • Competition: The main competitors of the organization.
     • History: The history and key milestones in the organization’s evolution.
     • Structure: The internal organization, including different departments and their functions.
   • Modification Permissions: Only Admins and Owners of the organization can modify these settings.

Importance of This Information

By providing these detailed information, you allow Mates to better understand the organization they are collaborating with, helping them tailor their responses and actions more relevantly and effectively. This improves the quality of collaboration and the relevance of the solutions proposed by Mates.