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Instances

An instance is your top-level isolated environment in Octo. It defines the account boundary for billing, product ownership, and administration.

Instances are intentionally a top-level concept. Most day-to-day product work happens in features like workflows, tools, contacts, interactions, billing, and usage, while the instance itself stays the account-level boundary around those activities.

  • account-level identity and ownership,
  • billing and subscription context,
  • credit balance and usage visibility,
  • and the top-level environment your team signs into.

The instance matters most when you are:

  • reviewing billing and usage,
  • checking which tenant environment you are working in,
  • validating that a workflow or integration belongs to the right account,
  • or coordinating administrative changes that affect the whole environment.

Credits and subscriptions are account-level concerns. Usage helps you connect those account-level numbers back to the workflows that are driving consumption, so you can understand cost before changing plans or capacity.

Can I switch between instances? Yes. If you have access to multiple instances, you can switch between them from the account menu.