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Learn the basicsAutomation, APIs, webhooks, MCP and AI agents, explained in plain words.
Auto AppyWorkflows and AI agents that connect 1,200+ apps and do the work for you.Auto Appy CRMComing soonLeads, pipelines, tasks, calls and targets for your sales team.Auto Appy WhatsAppComing soonTeam inbox, templates, broadcasts and AI replies on the official WhatsApp API.Auto Appy AIComing soonChat, assistants, AI bots for WhatsApp, voice and an OpenAI-compatible API.Auto Appy InstagramComing soonAuto-reply to comments and DMs, keyword flows and lead capture on Instagram.Auto Appy Meta AdsComing soonCreate, publish and report on Facebook and Instagram ads, with rules and leads.Auto Appy AgentComing soonA "do anything" AI agent that researches, writes files and acts in your apps.Auto Appy PagesComing soonTurn a workflow into a simple page anyone can set up, test and switch on.Auto Appy MobileComing soonThe Android app: calls from your own SIM, call notes and your work on the go.
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Auto AppyFor admins5 min read

Your organisation and team

An organisation is your company in Auto Appy. It holds your team, which products each person can use, a shared customer directory, and business details that every product reads (such as your country and phone code).

Create your organisation

Section titled “Create your organisation”
  1. Click Organisation in the left menu. A new account sees Bring your team, customers and products together.
  2. Click Create your organisation, type its name, and click Create organisation.
  3. It becomes your current workspace, shown at the top of the left menu. You’re its Owner.
Open Organisationautoappy.com/organisation
The Vidya Coaching Centre organisation: Team tab with Neha Joshi as Owner with Auto Appy, CRM and WhatsApp access

The tabs

Section titled “The tabs”
Tab What’s there
Overview A setup checklist: business details, bringing your team in, starting your customer directory.
Team Everyone in the organisation with their Role, who they Report to, Product access and Status.
Contacts The shared customer directory used across CRM and WhatsApp.
Customer sharing Which contacts are shared with which products. New contacts stay in Auto Appy until someone shares them.
Settings Business profile and preferences (owners and admins only).

Invite people

Section titled “Invite people”
  1. Click Invite people.
  2. Enter their Auto Appy account email. They need an Auto Appy account first (they can sign up for free).
  3. Choose a Role and who they Report to.
  4. Under Product access, switch on the products they may use: Auto Appy, CRM, WhatsApp…
  5. Click Send invitation.
Invite people dialog: account email, Role (Member), Reports to, and product access switches for Auto Appy, CRM and WhatsApp

They join after they accept the invitation inside Auto Appy. Invitations last 14 days. Until then they appear as pending; Cancel invitation withdraws it. Tell them to sign in and look for the invitation, as Auto Appy doesn’t email it.

Roles and access

Section titled “Roles and access”
Role Can
Owner Everything, including organisation settings and billing.
Admin Manage the team, product access and settings.
Manager Lead a team; people can report to them.
Member Work on what they own or what’s shared with them.

Product access is on or off per product: turn a product off to stop that person opening it for this organisation. Change either from Role and access on their row.

Switch organisations

Section titled “Switch organisations”

If you belong to several organisations, click the organisation name at the top of the left menu and pick another. Everything you see (agents, contacts, apps) switches with it.

Settings
Plans and billing