> ## Documentation Index
> Fetch the complete documentation index at: https://docs.withrealm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Organization settings

> Configure your Realm organization settings

Organization settings let you customize how Realm works for your team. Navigate to **Settings** > **Organization settings** to access them.

* **Chat agent** - Choose the agent users get by default when they have not set a personal default
* **Document template** - Choose the template whose Word layout styles document previews and exports
* **[RFP Settings](https://docs.withrealm.com/admin/organization-settings/rfp-settings.md)** - Configure default RFP assistants, export approval requirements, and project roles
* **[Model Configuration](https://docs.withrealm.com/admin/organization-settings/model-configuration.md)** - Control which AI models are available to your team
* **[Organization Context](https://docs.withrealm.com/admin/organization-settings/organization-context.md)** - Set custom instructions that are included in all AI prompts across your organization
* **[Search languages](https://docs.withrealm.com/admin/organization-settings/search-languages.md)** - Search your knowledge base in more than one language
* **[Teams](https://docs.withrealm.com/admin/organization-settings/teams.md)** - Group people so you can assign RFP questions to them together
* **[Slack](https://docs.withrealm.com/admin/organization-settings/slack)** - Configure which channels the Realm bot responds in
* **[API Access](https://docs.withrealm.com/admin/organization-settings/api-access.md)** - Control who can create API keys

## Chat agent

The **Chat agent** setting, under **Defaults**, controls which assistant opens by default for users who have not chosen their own default assistant.

Users can override this in **Settings** > **Preferences**. If they select their own default assistant, their personal setting takes priority over the organization default.

The organization default applies until someone switches assistant in a chat. Realm remembers that choice against their account, so new chats reopen on it after a reload and on their other devices. A personal default set in **Settings** > **Preferences** still wins over it.

If a user cannot access the assistant this setting names, Realm opens the first assistant that is available to them instead.

## Document template

The **Document template** setting, under **Defaults**, sets the default look of documents. Every document that has no layout of its own uses this template's Word layout in the editor's **Preview** tab and in Word, PDF, and Google Docs exports. This includes documents that already exist, wherever they were created. Choose any of your organization's templates, or **None** for no default.

The default is a starting point, not a rule: in the **Preview** tab or the **Export** dialog, anyone who can edit a document can choose another layout for it, or **Standard Realm style** to export it with Realm's own formatting. The default does not change what Realm writes when it generates a document.

Only a template made from a Word document carries a layout. If the selected template has none, or is deleted or is no longer a template, previews and exports use Realm's default styling until you select a new default.


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