Workspace

A Workspace is an isolated project environment in Verbex that enables team collaboration and resource management. Each workspace maintains its own set of agents, phone numbers, users, and allocated minutes, providing a secure and organized way to manage different projects or teams within your organization.

Every workspace contains:

• Agents: Voice AI agents specific to the workspace
• Phone Numbers: Dedicated numbers mapped to workspace agents
• Users: Team members with defined roles and permissions
• Minutes: Allocated calling minutes for the workspace
• Knowledge Bases: Connected (not created) knowledge resources

 

Default Workspace

Every account starts with My Workspace, which serves as:

• The owner’s personal/default workspace
• The only location where Knowledge Bases can be created
• The central hub for managing other workspaces

Workspace Isolation

Resources are strictly isolated between workspaces:

• Agent and phone number lists change when switching workspaces
• Minutes are allocated per workspace
• Users have workspace-specific access
• Knowledge Bases are centrally managed but can be connected per workspace

User Roles

Owner

The workspace owner (administrator) can:

• Create new workspaces
• Allocate minutes to workspaces
• Create Knowledge Bases (only in My Workspace)
• Invite members to workspaces
• Access all workspace features

Member

Workspace members (restricted users) can:

• Access assigned workspaces
• Create and manage agents within the workspace
• Connect existing Knowledge Bases to agents
• Use allocated workspace minutes
• Cannot create new Knowledge Bases or workspaces

Creating a Workspace

Prerequisites: You must be a workspace owner to create new workspaces.

Steps

1. Navigate to My Workspace → Workspaces
2. Click Create New Workspace
3. Enter a workspace name
4. Click Create

Result

• A new workspace card appears in your workspace list
• The workspace becomes available in the top navigation bar switcher
• The workspace is ready for configuration and team invitations

Managing Minutes

Allocating Minutes to a Workspace

Note: Only workspace owners can allocate minutes.

1. Switch to the target workspace using the top bar selector
2. Navigate to Minute Allocation → Distribute Minutes
3. Configure the allocation:
   • Select the subscription source
   • Set the number of Minutes
   • Define Cost per Minute
   • Configure Pulse settings
   • Select Currency
4. Click Allocate

Tracking Usage

• Remaining Minutes: Displayed in the workspace dashboard

  

• Allocation History: Complete transaction log of minute distributions

  

• Usage Reports: Track consumption per workspace 

  

 

 

Team Management

Inviting Members

1. Navigate to the target workspace
2. Go to Workspace Users → Invite Member
3. Enter the member’s email address
4. Click Send Invitation

Member Permissions

Members automatically receive:

• Access to the specific workspace
• Ability to create and manage agents
• Permission to connect Knowledge Bases
• Usage rights for allocated minutes