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Sales & support integration

The Org integration for AI agents

Insiro connects AI agents to The Org so they can act in it under your rules. The Org is a company intelligence platform for org charts, people search, positions, managers, lead lists, and account usage data. It helps teams understand company structures and find the right people faster. Every The Org action runs through Insiro's governed gateway, using each person's own connection (API key).

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What can AI agents do with The Org?

With Insiro, agents can triage new tickets by urgency and topic, draft replies from past resolutions and policy, escalate bugs with full context and summarise account health before a call, all inside the permissions you set for The Org.

  • Triage new tickets by urgency and topic.
  • Draft replies from past resolutions and policy.
  • Escalate bugs with full context.
  • Summarise account health before a call.

A journey through Insiro

The Org logo The OrgInsiroJira

Example: The Org → Insiro → Jira to escalate a ticket as a bug with the full conversation. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about The Org

Can Insiro AI agents use The Org?

Yes. Insiro connects AI agents to The Org through its governed MCP gateway. Agents can triage new tickets by urgency and topic and draft replies from past resolutions and policy using each person's own The Org access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to The Org?

The Org connects with API key. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.

Can I make The Org read-only for agents?

Yes. In Insiro Governance, set The Org to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.

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Put The Org to work with governed AI agents.

A 30-minute working session: we connect one data source and one app, then run a governed agent on a task you choose.

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  • 13governance checks on every agent tool call
  • 1,700+SaaS apps agents can act in
  • 30+data dialects for plain-English questions