A workspace holds agents, phone numbers, campaigns, workflows, credits and API keys. You can belong to several workspaces and switch between them. Each member has one of five roles: owner, admin, member, viewer or billing. An activity log records changes, and agents and numbers can be moved or copied between workspaces.
Roles#
| Role | Can do |
|---|---|
| Owner | Everything, including deleting the workspace and assigning the owner role |
| Admin | Everything except deleting the workspace: agents, campaigns, workflows, CRM, contacts, members, settings, credentials, SIP trunks, billing and analytics |
| Member | Create and edit agents, campaigns and workflows (no delete); run campaigns; manage contacts; view CRM, members, settings and credentials; view analytics |
| Viewer | Read-only access to agents, campaigns, workflows, CRM, contacts, members, settings, credentials and analytics |
| Billing | Billing, payments, usage analytics and conversations only |
Permission matrix#
| Action | Owner | Admin | Member | Viewer | Billing |
|---|---|---|---|---|---|
| Create and edit agents | Yes | Yes | Yes | - | - |
| Delete agents | Yes | Yes | - | - | - |
| Run campaigns | Yes | Yes | Yes | - | - |
| Manage workflows | Yes | Yes | Create and edit | View | - |
| Manage credentials (vault) | Yes | Yes | View | View | - |
| Invite and manage members | Yes | Yes | View | View | - |
| Billing and top-ups | Yes | Yes | - | - | Yes |
| View calls and analytics | Yes | Yes | Yes | Yes | Yes |
| Delete the workspace | Yes | - | - | - | - |
Admins can assign any role except owner and cannot change an owner's role. Copilot follows the same rules; see Copilot.
Invite a member#
- Open Settings → Members.
- Click to invite, enter the email address and pick a role.
- The person accepts the invitation and joins the workspace.
Activity log#
The activity log shows who changed what and when, for example agent edits, member changes and settings updates. Use it to audit changes or find out why an agent behaves differently.
Move or copy between workspaces#
You can move or copy agents and phone numbers from one workspace to another.
Use this to split clients or teams into their own workspaces, or to copy a tested agent from a staging workspace to production.
Credits and keys per workspace#
- Each workspace has its own credit balance and billing.
- API keys are scoped to one workspace. See authentication.
- BYOK provider keys are set per workspace. See BYOK.
- New sign-ups get ₹50 free credit, no card needed.
FAQs#
Can a member delete an agent? No. Only owners and admins can delete agents.
Can an admin see billing? Yes. Admins have full billing access.
How do I find my workspace ID? See finding your workspace ID.