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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
 

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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
Ws Pn

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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

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User Roles

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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
Ws Owner Pn

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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

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Creating a Workspace

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

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Steps

  1. Navigate to My Workspace → Workspaces
  2. Click Create New Workspace
  3. Enter a workspace name
  4. Click Create
Createws1 Pn Createws2 Pn

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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
Wsview Pn

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Managing Minutes

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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
Wsallocation Pn

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Tracking Usage

  • Remaining Minutes: Displayed in the workspace dashboard Trackwsallocation Pn
  • Allocation History: Complete transaction log of minute distributions Allocationhistory Pn
  • Usage Reports: Track consumption per workspace  Usage Pn
   

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Team Management

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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
Wsinv Pn Invmail Pn Acceptinv Pn

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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