Managing Accounts

In this article, you'll learn how to view, create, edit, and delete Accounts : the B2B organizations your team supports in Enjo.

Before you start

• You need Owner or Admin role to create, edit, or delete accounts.

• Agents can view accounts linked to their conversations but cannot modify them.

When to use Accounts

Accounts are most useful in B2B support scenarios where:

• You need to track which organization a contact belongs to

• Different organizations have different service levels, plans, or entitlements

• You want AI Agents to use account name and metadata when responding to contacts from that organization

If your support is purely B2C, individual consumers without organizational affiliation then you may not need Accounts. Contacts and Visitors alone cover that use case.

The Accounts tab

Go to Customers from the left navigation and select the Accounts tab.

Each account entry shows:

Create an account

1. Go to Customers > Accounts.

   

2. Click + Create Account in the top right.

3. Fill in the form:

   • Account Name (required) — the organization name as you want it to appear across Enjo

   • Domain (required) — the company website, for example company.com. Used for identification and can help with automatic contact-to-account association.

   • Account Manager (optional) — the internal team member responsible for this account

   • Region (optional) — geographic region, for example North America, EMEA, or APAC
     

     

4. Click Add.

The account appears in the Accounts list immediately.

Edit an account

1. Click any account in the list to open its detail view. Select edit button.
   

   

2. Update the account name, domain, account manager, or region.

3. Click on Update for saving the changes.

Delete an account

1. Click ··· on the account row or detail view.

2. Select Delete.
   

   

⚠️ Deleting an account does not delete the contacts associated with it. Those contacts remain in Enjo but are no longer linked to any account.

Account and contact relationship

Each contact can be associated with one account at a time. When you associate a contact with an account, the AI Agent uses account-level context name and metadata when responding to that contact. You can reassign contacts to a different account at any time.

What's next

• Managing Contacts — Associate contacts with accounts and manage individual profiles.

• Importing Customers — Bulk-import accounts from CSV or Salesforce.

• Overview of Customers — Understand how Accounts, Contacts, and Visitors work together.