Workspaces

Set up and manage multiple client workspaces with isolated data, custom settings, and role-based access control

Create a Workspace

A workspace is a dedicated, branded environment for one of your clients. It connects to their Voice AI provider, displays their agents and phone numbers, tracks their call analytics, and optionally enables outbound calling campaigns. Every client you onboard gets…

Update Provider’s API Key

Your workspace is permanently connected to a single Voice AI provider – Retell AI, VAPI, or ElevenLabs. While the provider itself cannot be changed after creation, the API key that authenticates that connection can be updated at any time. Time…

Manage Workspace Assets

As your client’s voice AI setup evolves, you may need to add new agents, remove old ones, or update which phone numbers are assigned to their workspace. This doc covers how to sync the latest assets from your provider and…