Businesses - Documate

Documate isolates data by business. Agents, channels, files, documents, and API keys belong to the business you have selected.

Switch business

Open Businesses (or the business switcher) to select another business in your organization.

Create a business

Create a new business when you need a separate workspace—for example a sandbox for API testing. Prefer a dedicated test business for playground experiments.

Profile

Update the business display name from the business profile page.