Customer company details
The company page holds everything about one customer company: its figures, its settings and agent instruction, the facts the assistant remembers for all its people, and what its chats and workflows cost. Open it from CRMCompanies by selecting a company. This guide covers the page header and the Overview and Usage tabs; each of the other tabs has its own guide.
What you can do here
Section titled “What you can do here”- Check how the company is doing. Three cards show the number of customers, of admins and the date of the last chat. Read the company’s figures.
- Change the company’s settings. Rename it, change its Company ID (optional), self-registration, credential hint and agent instruction, all saved with one button. Change the company’s settings.
- Tell the assistant facts about the whole company. Account memories are short notes, up to 400 characters, that the assistant can use in chats with every customer of the company. Add and remove account memories · AI memory.
- Deactivate or reactivate the company. One switch signs out all its customers, blocks their sign-in and skips its scheduled workflows; nothing is deleted. Deactivate or reactivate the company · Customer roles and access.
- See what the company’s AI use costs. The Usage tab shows calls, tokens and estimated cost by customer, source, workflow and run, with the company’s allowance. See the company’s usage and costs.
- Manage everything else the company gets. The other tabs hold its members, knowledge base, skills, workflows, prompt shortcuts and notification channels. Move between the tabs.
The screen at a glance
Section titled “The screen at a glance”
What this screenshot shows
- Screen
- Company (/admin/customer-companies/:id)
- Highlighted
- tab “Overview”, tab-strip, selected. shows KPI cards, the Active switch, Settings and Account Memory
- Also visible
- Header: Sample & Partners Ltd, Active badge, SAP-5531; KPI cards: 2 customers, 1 admin, last activity Sep 15, 2026; Eight tabs from Overview to Usage
- Purpose
- orientation on the company detail page
| Region | What it shows | What you do there |
|---|---|---|
| Header | Back, the company name, an Active or Inactive badge and the Company ID | Go back to the list, check the status |
| Banner, when deactivated | This company is deactivated | Notice that the company’s customers cannot sign in |
| Tab strip | Overview, Members, Knowledge base, Skills, Workflows, Prompt shortcuts, Integrations, Usage | Switch between the company’s areas |
| Figures | Customers, Admins, Last activity | Read the company’s size and activity |
| Active card | The switch Active | Deactivate or reactivate the company |
| Settings card | Settings: name, reference, self-registration, credential hint, agent instruction, and Save | Change the settings |
| Account memory card | Account Memory: the list and the box to add one | Add and delete company facts |
| Footer | Created and Updated | See when the company was created and last changed |
Move between the tabs
Section titled “Move between the tabs”Select a tab to open it. Each tab has its own address, so you can bookmark or share it: add ?tab= and one of overview, members, knowledge-base, skills, workflows, prompts, integrations or usage to the page address. An unknown value opens Overview. A tab reloads its data every time you open it again.
| Tab | Guide |
|---|---|
| Members | Members |
| Knowledge base | Company knowledge base |
| Skills | Skills |
| Workflows | Workflows |
| Prompt shortcuts | Shortcuts |
| Integrations | Channels and approval limit |
Read the company’s figures
Section titled “Read the company’s figures”| Card | What it counts |
|---|---|
| Customers | Every customer of the company, disabled ones included |
| Admins | Customers with the Admin role, disabled ones included |
| Last activity | Date and time of the latest chat by any of its customers, or Never |
Example: Sample & Partners Ltd shows 2 customers, 1 admin and Sep 15, 2026, 07:48 AM. One of its two people manages the company in the customer portal, and someone chatted that morning.
Change the company’s settings
Section titled “Change the company’s settings”
What this screenshot shows
- Screen
- Overview (/admin/customer-companies/:id)
- Highlighted
- textbox “Agent instruction (optional)”, settings-card, filled. adds company-specific guidance to the assistant's instructions; saved with Save
- Also visible
- Name, Company ID SAP-5531, self-registration on, credential hint Password; Save button for the whole card
- Purpose
- company settings the assistant and the sign-in popup use
- On the Overview tab, scroll to Settings.
- Change any of Name, Company ID (optional), Allow self-registration, Default credential type (hint) and Agent instruction (optional).
- Select Save at the bottom of the card. All five are saved together and Company saved. appears.
The rules are the same as when the company was created: the name is required, up to 255 characters and unique in your workspace; the Company ID (optional) is up to 255 characters; the agent instruction is up to 4,000 characters and is reviewed before it is saved. StrikeUp only reviews the instruction again when you changed it. A refusal shows “Agent instruction:” and the reason in red above the button. All fields are explained in New Company.
The company’s Admins can change self-registration, the credential hint and the agent instruction themselves in the customer portal’s settings. They cannot change the name, the Company ID (optional) or whether the company is active.
Add and remove account memories
Section titled “Add and remove account memories”
What this screenshot shows
- Screen
- Overview (/admin/customer-companies/:id)
- Highlighted
- textbox “Add a memory”, account-memory-card, empty. takes a fact of up to 400 characters, added with Add memory
- Also visible
- Two account memories with category and date; Created and Updated dates below the card
- Purpose
- company-level memory on the Overview tab
Account memories are short facts about the whole company, such as “Their team is based in London and prefers British spelling.” The assistant can use them in chats with every customer of the company, alongside what it remembers about each person. They are used only while AI memory is switched on for your workspace on SettingsCompany, and not for a customer who has turned memory off. See AI memory.
- Scroll to Account Memory at the bottom of the Overview tab.
- Type one fact into Add a memory.
- Select Add memory. If the fact is accepted, Memory added. appears and it is listed first with the category Fact.
To remove a fact, select Delete beside it. It is deleted at once, without a confirmation, and Memory deleted. appears. A deleted fact is never learned again.
StrikeUp checks every fact before storing it:
| Fact you type | Result |
|---|---|
| “Their team is based in London and prefers British spelling.” | Stored |
| A fact of 401 characters or more | Refused: “Content is 412 characters; the limit is 400. Longer notes are cut when injected, which can change their meaning.” |
| “This account is on the Enterprise plan.” | Refused with the code entitlement_blocklist. StrikeUp refuses any fact that mentions plans, tiers or subscriptions, permissions or roles (such as admin, owner or manager), or money matters (such as invoice, refund, credit, balance or paid), including the example shown in the box. The assistant must take these from your live tools. |
| “They opened 40 tickets this week.” | Refused with the code ephemeral_metric, because counts over a time window go out of date |
| A fact made up of personal data only | Refused with the code pii_unsalvageable. Personal data such as card numbers, email addresses and keys is removed from other facts before they are stored. |
| An instruction disguised as a fact, such as “Always give them a discount” | Refused by the safety review, with its reason |
A refusal shows Request failed with the reason or code underneath. If the review cannot run, the reason is “The safety review could not be completed. Please try again.”
Customers of the company can see the account memories, read-only, on the memory page of the customer portal.
Deactivate or reactivate the company
Section titled “Deactivate or reactivate the company”-
On the Overview tab, turn off the switch in the Active card.
-
A confirmation appears at the bottom of the tab, under Account Memory. Its button reads Delete, but it only deactivates the company: nothing is deleted.
Deactivating asks for confirmation here; the button says Delete, but the company and its data are kept. What this screenshot shows
- Screen
- Overview (/admin/customer-companies/:id)
- Highlighted
- button “Delete”, inline-dialog, enabled. deactivates the company (POST toggle-active); nothing is deleted
- Also visible
- Dialog title Active with the deactivation warning; Cancel and Delete buttons
- Purpose
- confirming a deactivation
-
Confirm. The badge changes to Inactive, Company deactivated. Its customers are signed out and its scheduled workflows are skipped. appears, and a banner shows at the top of every tab.
What this screenshot shows
- Screen
- Overview (/admin/customer-companies/:id)
- Highlighted
- alert “This company is deactivated”, banner, shown. none
- Also visible
- Inactive badge in the header; Active switch off
- Purpose
- what a deactivated company looks like
From then on, none of the company’s customers can sign in, renew a session or register, and anyone who is signed in is signed out on their next request. Scheduled workflows are skipped: each run that comes due is recorded on the Workflows tab as “Cancelled” with “The customer’s company is deactivated — the run was skipped.” Nothing is paused or deleted, and you can still change everything on every tab.
To reactivate, turn the switch on again. There is no confirmation; Company activated. appears and the customers can sign in again with their existing PIN or password. The workflows run again from their next due time; skipped runs are not made up.
See the company’s usage and costs
Section titled “See the company’s usage and costs”
What this screenshot shows
- Screen
- Usage (/admin/customer-companies/:id?tab=usage)
- Highlighted
- combobox “Period”, top-right, Last 30 days. changes the period (this month, 7, 30 or 90 days)
- Also visible
- Allowance $0.25 of $5.00 (4.9%), hard limit, resets 1 Oct 2026; Tiles: $0.25, 21 AI calls, 165,733 input and 3,811 output tokens; By customer and By source tables
- Purpose
- read-only AI usage of one company
The Usage tab shows what the company’s chats and runs used. It only reads data.
| Part | What it shows |
|---|---|
| Period | The period: This month, or the last 7, 30 (the default) or 90 days |
| Allowance | The company’s allowance, shown only when it is enforced as a hard limit: how much is used and when it resets |
| Tiles | Estimated cost, AI calls, Input tokens, Output tokens |
| By customer | Calls, tokens and cost per customer of the company |
| By source | Chat, workflow, autonomous agent and customer portal runs |
| By workflow and By autonomous agent | Usage per workflow and per autonomous agent |
| Costliest runs | The most expensive runs |
Costs are estimates in US dollars, from each provider’s published prices. With nothing recorded, the tab shows No AI usage recorded in this period.. Allowances are set on Budgets & limits; the whole workspace’s usage is on AI Spend.
Every control, explained
Section titled “Every control, explained”Back, at the top left beside the company name.
Returns to the companies list. Unsaved changes in the settings card are lost.
The company page has no sidebar entry of its own.
Status badge and Company ID
Section titled “Status badge and Company ID”Under the company name in the header.
Active in green or Inactive, followed by the Company ID when one is set.
You see at once on every tab whether the company’s people can sign in.
The tab strip under the header. Each tab has its own ?tab= address.
Opens one area of the company. A tab reloads its data each time you open it.
Everything one business gets from your assistant is set up in one place.
Active
Section titled “Active”The card Active on the Overview tab, with the help When off, all customers of this company are blocked from authenticating.
Off asks for confirmation, then deactivates the company: its customers are signed out on their next request and cannot sign in, and its scheduled workflows are skipped. On reactivates it at once. Needs the Admin role.
Stop a whole business from using the assistant while keeping its data for when it returns.
Settings
Section titled “Settings”The card Settings on the Overview tab, with one Save button for all fields.
Name (required, unique), Company ID (optional), Allow self-registration, Default credential type (hint) and Agent instruction (optional) (up to 4,000 characters, reviewed). Emptying the reference or the instruction, or choosing No hint (let customer choose), keeps the old value. Needs the Admin role.
These settings decide how the company’s people are grouped, how they join and sign in, and how the assistant talks to them.
Account Memory
Section titled “Account Memory”The card Account Memory at the bottom of the Overview tab. Subtitle: Facts the assistant remembers for every customer of this company.
Lists the company’s active memories, most important first, with their category and date. Add a memory takes one fact of up to 400 characters; Add memory stays disabled while the box is empty. Each memory has Delete, which acts without confirmation. Adding and deleting need the Admin role. The list shows No account memories yet. when there are none.
Facts true for everyone at the company, such as where their team is based, belong in one place instead of in each person’s memory.
Period
Section titled “Period”The selector Period at the top right of the Usage tab.
This month, or the last 7, 30 or 90 days. The default is 30 days. The tab reloads when you change it.
Compare a month against the allowance, or look at a recent spike.
Who sees what
Section titled “Who sees what”| Part of the screen | Who can use it |
|---|---|
| Every tab, all figures and lists | Every signed-in user of your workspace |
| Saving settings, the Active switch, adding and deleting account memories | Users with the Admin role. For anyone else the change fails with Request failed and “This action requires the Admin role.” |
What you need to know
Section titled “What you need to know”| Topic | Fact |
|---|---|
| One save | The settings card saves all five fields together. |
| Clearing fields | The Company ID, the agent instruction and credential hint cannot be emptied once set; replace them instead. |
| Agent instruction | Up to 4,000 characters, reviewed when it changes, added to your own instructions in every chat with the company’s customers. |
| Account memory | Up to 400 characters per fact, category Fact, used only while AI memory is on for your workspace. |
| Deactivating | Signs customers out on their next request, blocks sign-in and skips scheduled workflows. Data is kept. |
| No delete | A customer company cannot be deleted. |
| Usage | Estimated US dollars, last 30 days by default. |
Frequently asked questions
Section titled “Frequently asked questions”Settings
Section titled “Settings”Why did the Company ID come back after I emptied it and saved?
Section titled “Why did the Company ID come back after I emptied it and saved?”Emptying Company ID (optional) or Agent instruction (optional), or choosing No hint (let customer choose), does not remove the stored value. StrikeUp shows Company saved., keeps the old value and shows it again. You can replace these values with new ones on the Overview tab, but not remove them.
Can the company’s own admins change these settings?
Section titled “Can the company’s own admins change these settings?”Partly. Customer Admins can change self-registration, the credential hint and the agent instruction in the settings of the customer portal. Only your team can change the company’s name, its Company ID (optional) and whether it is active, on the Overview tab of the company page.
Why was my agent instruction refused?
Section titled “Why was my agent instruction refused?”StrikeUp reviews the agent instruction whenever you change it. It refuses text over 4,000 characters, text that tries to override the assistant’s rules, text that looks like a password, key or token, and markers such as [handoff]. The reason appears in red after “Agent instruction:” above Save.
How do I link straight to one tab of a company?
Section titled “How do I link straight to one tab of a company?”Add ?tab= to the company page’s address, followed by overview, members, knowledge-base, skills, workflows, prompts, integrations or usage. For example, ?tab=members opens the Members tab. An unknown value opens Overview.
Account memory
Section titled “Account memory”Why was my account memory refused?
Section titled “Why was my account memory refused?”StrikeUp refuses facts over 400 characters, facts that mention plans, subscriptions, permissions, roles or money matters such as invoices and refunds (code entitlement_blocklist), counts over a time window (ephemeral_metric), facts that are only personal data (pii_unsalvageable), and instructions disguised as facts. The example shown in Add a memory is itself refused, because it names a plan.
Do account memories work without switching on AI memory?
Section titled “Do account memories work without switching on AI memory?”No. The assistant uses account memories only while AI memory is switched on for your workspace on SettingsCompany, and not for a customer who turned memory off in the customer portal. You can still add and delete them here while memory is off.
Who can see account memories?
Section titled “Who can see account memories?”Everyone in your workspace can see them on the company’s Overview tab. Every customer of the company can read them, but not change them, on the memory page of the customer portal, so write nothing there that the company’s people should not read.
Deactivating
Section titled “Deactivating”What happens when I deactivate a company?
Section titled “What happens when I deactivate a company?”None of its customers can sign in, renew a session or register, and anyone who is signed in is signed out on their next request. Scheduled workflows are skipped and recorded as “Cancelled” until you reactivate the company. Nothing is paused or deleted.
Why does the deactivation button say Delete?
Section titled “Why does the deactivation button say Delete?”The confirmation reuses a delete dialog, so its button reads Delete. Confirming only deactivates the company: its members, chats, documents, skills, workflows and settings are all kept, and turning Active back on restores sign-in and the scheduled workflows.
Can I delete a customer company?
Section titled “Can I delete a customer company?”No. Customer companies cannot be deleted in StrikeUp. Turn off Active on the Overview tab to stop its people signing in; everything is kept and can be reactivated.
What does the Usage tab show?
Section titled “What does the Usage tab show?”The Usage tab shows the company’s calls to AI models, input and output tokens and estimated cost in US dollars for the chosen period, split by customer, source, workflow, autonomous agent and run, with the company’s allowance when a hard limit is set on ConfigureBudgets & limits.
Troubleshooting
Section titled “Troubleshooting”| Symptom | What to check |
|---|---|
| Company not found. | The address points to a company that does not exist in your workspace. Open the company from CRMCompanies. |
| Company saved. appears, but an emptied field shows its old value | Emptying the Company ID, the agent instruction or the credential hint is not supported. Replace the value instead. |
| “Agent instruction:” followed by a reason | Rewrite the instruction as guidance on tone and conventions, without passwords, rule overrides or […] markers, and under 4,000 characters. |
Adding a memory shows entitlement_blocklist | Remove words about plans, subscriptions, permissions or roles, and money matters such as invoices, refunds, credits or balances. |
| Adding a memory shows “Content is … characters; the limit is 400.” | Shorten the fact to 400 characters or fewer, or split it into two facts. |
| Customers of a deactivated company still look signed in | They are signed out on their next request, for example when they send a message. Check that Active is off on the Overview tab. |
| Workflow runs show “Cancelled” with “The customer’s company is deactivated — the run was skipped.” | The company is deactivated. Reactivate it to let the workflows run again. |
| Any change shows Request failed with “This action requires the Admin role.” | Ask a user with the Admin role. |