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A company is a client or brand that your agents work for inside your Zelto organization. Use Companies when one operating team runs agents on behalf of several customers and needs to separate their calls and activity.
Companies is an optional feature. If Companies does not appear in your sidebar, an organization owner or admin can enable it in Settings → Organization.

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Organization, company, or group?

These three concepts solve different problems: Companies are not separate workspaces or access boundaries. Every company stays inside the same organization and uses the organization’s members, integrations, API keys, and billing. Selecting a company filters what you are looking at; it does not grant or restrict a member’s access to that company’s data.

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How companies relate to agents and calls

An agent can work for more than one company. That membership makes the agent appear on each company’s page and lets company-scoped, agent-based views find the right agents. Each conversation, however, is attributed to at most one company. This is what lets Zelto separate calls when a shared agent handles work for several clients.

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How a call gets its company

Zelto decides the company when it ingests the call, in this order:
  1. Per-call company identifier. If the provider or upload sends a client or brand id, Zelto maps that external id to a company. The first unseen id creates a company named after the id, which you can rename in the dashboard.
  2. The agent’s default company. If the call has no company identifier, Zelto uses the single company marked as that agent’s default.
  3. Unattributed. If neither signal exists, the call remains in the organization without a company.
The per-call identifier always wins over the default. This matters for a shared agent: one call can belong to Company A and the next to Company B without changing the agent’s setup. For direct uploads, send the identifier as companyExternalId:
The value is your stable identifier for the client or brand, up to 255 characters. Send the same value on later calls for the same company. See Custom and other providers for the complete upload contract.
Setting a default or attaching an agent affects new ingestion. It does not rewrite historical calls automatically. Ask your Zelto contact if existing calls need a company-attribution backfill.

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Company scope in the dashboard

Select a company under Companies in the sidebar to keep that company in scope as you move through the dashboard. The company card at the top of the sidebar lets you switch companies, open the company page, or return to All agents. Conversations, monitor rates/trends/results, findings and their linked calls, traces, and live transfer/cost reports use the company stored on each call. Shared agents do not bring another company’s calls into these views. Unattributed calls are excluded. Traces require an explicit call link or a unique provider session reference; ambiguous references and traces spanning companies are excluded. Saved written reports are organization-wide snapshots and are hidden while a company is selected. Stored monitor benchmarks also span the organization; clear the company filter to view or run them. Agent configuration and tool-call views still describe agents; see operational workflows for the report boundaries. The Companies directory lists companies alphabetically, 50 per page, with each company’s attached agent count and attributed calls from the last seven days. The heading shows the total company count. Use the page controls below the table to browse the directory and see the current row range.

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Manage companies

Open a company to switch between Conversations and Agents. Conversations opens by default and lists calls attributed to that company, newest first, with the agent, end reason, duration, and call time. Use the page controls to browse older calls, open a reference ID for call details, or choose View all conversations for the full list with the company filter applied. Calls appear even when their agent is not attached to the company. From Companies, you can create or rename a company, attach or remove agents, and choose each agent’s default company. You can also manage an agent’s company memberships from the agent’s settings. Deleting a company removes its agent attachments and clears that company from its calls. The agents and calls themselves stay in Zelto. For a complete walkthrough, see Set up companies. Every company has a mark next to its name in the sidebar, lists, and pickers. Until you add a logo, the mark shows the first two characters of the company name in uppercase on a neutral background at every size. For example, Acme Bank shows AC. A one-character name keeps that character. To change it, open the company and select its mark next to the name:
  • Upload image — a PNG, JPEG, or WebP file up to 2 MB. Square images look best.
  • Use image URL — a public https link to a logo you already host, such as one on your own site or CDN. SVG logos work this way.
  • Reset to default — remove the logo and go back to the two-character mark.
If a linked image stops loading, Zelto shows the name’s characters instead. You can also manage logos with the REST API using an organization API key:
GET /v1/companies lists your companies with their ids and current logoUrl. Uploads also accept multipart/form-data with the image in a file field.
  • Agents — the agents that can work for one or more companies.
  • Conversations — the exact per-call company view.
  • Custom and other providers — send a company identifier with each uploaded call.
  • Settings — the organization-level account boundary that contains all companies.