Users, roles & limits
A workspace groups your agents, calls, contacts, and API keys. Switch it using the selector at the top left of the dashboard.
Workspace settings
Open System → Settings → Workspace. An administrator can rename the workspace and manage users. The Workspace ID is read-only and identifies the workspace in integrations and support requests.
Users and roles
Invite teammates and assign an existing role:
| Role | Access |
|---|---|
| Admin | Product features, workspace management, and API-key management |
| Member | Product work allowed by the workspace’s effective permissions; no administrator actions |
The dashboard only shows actions your current permissions allow. The last administrator cannot be removed or demoted until another administrator is available.
Limits
Set an optional monthly call-minute budget or simultaneous-call cap. Both are unset by default.
| Action | Behavior |
|---|---|
| Warn only | Show the limit warning and allow calls to continue |
| Stop immediately | Block new calls over the limit and stop affected active calls on the next enforcement check |
Enforcement checks run in the background, approximately every five seconds. If you lower the simultaneous-call cap below current usage, older calls are preserved and the newest excess calls are stopped. Normal conversation cleanup still runs.
Limits are operational controls, separate from the Budget page and its usage estimate.