Workspace Account

Manage top-level workspace configuration, secrets, billing, and channel integrations.

The Account section is your workspace’s administrative hub — where you control workspace identity, manage tool credentials, monitor usage, and connect external channels.

• Navigation: Settings > Account
• Required role: Owner or Admin

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Workspace Settings

Manage your workspace name, URL slug, and configuration from Settings > Account > Workspace Settings.

General

Property	Description
Workspace Name	The display name for your workspace.
URL Slug	A unique identifier used in URLs. Use lowercase letters, numbers, and hyphens only.

Click Save Changes to apply updates.

Workspace Info

The Workspace Info section shows read-only details about your workspace:

Property	Description
Workspace ID	The unique identifier for this workspace.
Status	The current status of the workspace (for example, Active).
Created	The date the workspace was created.

Danger Zone

Deleting a workspace is permanent and removes all projects, members, and data. This action cannot be undone.

Click Delete Workspace to permanently delete the workspace. You are prompted to confirm before the action completes.

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Secrets

Manage workspace tool secrets, proxy configurations, and OAuth tokens from Settings > Account > Secrets.

The Secrets page has two tabs: Proxy Configs and OAuth Tokens.

Proxy Configs

The Proxy Configs tab lists HTTP proxy configurations for outbound tool requests.

Add a proxy config:

1. Go to Settings > Account > Secrets.
2. Click the Proxy Configs tab.
3. Click Add Config.
4. In the Add Proxy Config dialog, enter:
   • Name: A descriptive label for this proxy (for example, Corporate Proxy, EU Proxy).
   • Proxy URL: The proxy server address (for example, https://proxy.example.com:8080).
   • Auth Type: (Optional) The authentication type (for example, basic, bearer, ntlm).
   • Enable immediately: Toggle on to activate the proxy as soon as it is saved.
5. Click Add Config.

OAuth Tokens

The OAuth Tokens tab lists all third-party providers authorized via OAuth. Tokens appear here when tools request authorization.

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Billing and Usage

View your subscription plan, manage credits, and configure usage alerts from Settings > Account > Billing & Usage.

Plan and Credits

Card	Description
Current Plan	Your active subscription tier. Click Upgrade Plan to move to a higher tier.
Credit Balance	Credits allocated to your workspace. Shows “No credits allocated” if none have been assigned.
Top Up Credits	Add credits to your workspace balance.

For custom deals, dedicated resources, BYOK encryption, and enterprise SLAs, click Contact Sales.

Usage and Billing Units

Filter billing unit consumption by:

• Time range: 7 days, 30 days, or 90 days.
• All Projects: Filter by a specific project or view all projects together.

Alert Configuration

Configure alerts to be notified when usage approaches defined thresholds. Existing alerts are listed with their type, threshold, channel, and target.

Add an alert rule:

1. Click Add Alert.
2. In the Add Alert Rule dialog, enter:
   • Alert Type: The type of alert (for example, Usage Threshold).
   • Threshold (%): The usage percentage at which the alert triggers (for example, 80).
   • Channel: The notification channel (for example, Webhook, Email).
   • Target (URL): The webhook URL or email address to notify.
   • Cooldown (minutes): Minimum time between repeated alert notifications (for example, 60).
3. Click Add Alert.

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Connectors

Manage channel connections and SDK channel integrations from Settings > Account > Connectors.

The Connectors page has two tabs: Channel Connections and SDK Channels.

Channel Connections

The Channel Connections tab lists all configured channel connections. Click Add Connection to set up a new channel.

Supported Connectors

Messaging platforms

Connector	Auth type	Capabilities
Slack	OAuth 2.0	Send/receive messages, manage channels, file uploads.
Microsoft Teams	OAuth 2.0	Send/receive messages, adaptive cards.
WhatsApp Business	API key	Send/receive messages, templates, media.
Telegram	Bearer token	Send/receive messages, inline keyboards.

Communication

Connector	Auth type	Capabilities
Twilio	API key + secret	SMS, voice calls, WhatsApp via Twilio.
SendGrid	API key	Transactional and marketing email.
Email (SMTP)	Basic auth	Send email via any SMTP server.

CRM and business tools

Connector	Auth type	Capabilities
Salesforce	OAuth 2.0	CRUD operations on objects, SOQL queries.
HubSpot	OAuth 2.0	Contacts, deals, companies, tickets.
Zendesk	API key / OAuth 2.0	Tickets, users, organizations.

Webhooks

Connector	Auth type	Capabilities
Inbound webhook	None / HMAC signature	Receive events from external systems.
Outbound webhook	API key / Bearer / Custom	Send events to external endpoints.

Add a channel connection:

1. Go to Settings > Account > Connectors.
2. Click the Channel Connections tab.
3. Click Add Connection.
4. In the Add Channel Connection dialog, enter:
   • Connection Name: A descriptive name for this connection (for example, Production Slack).
   • Channel Type: Select the channel platform: Slack, Microsoft Teams, Email, WhatsApp, or Voice.
5. Enter the credentials for the selected channel type. For Slack:
   • Bot Token: The Slack bot token (xoxb-...).
   • Signing Secret: The Slack app signing secret.
   • Webhook URL: The Slack webhook URL (https://hooks.slack.com/).
6. Click Create Connection.

SDK Channels

The SDK Channels tab lists all SDK channels configured for programmatic access to your agents. Each SDK channel provides a unique API key for web widget and mobile app integrations.

Property	Description
Name	The channel name.
Environment	The environment this channel is associated with (dev, staging, or production).
API Key	The public API key for this SDK channel. Click the copy icon to copy it.
Rate Limit	The maximum requests per minute allowed for this channel. Unlimited if not set.
Status	Whether the channel is Enabled or Disabled.
Actions	Edit or delete the channel.

Add an SDK channel:

1. Click Add Channel.
2. In the Add SDK Channel dialog, enter:
   • Channel Name: A descriptive name (for example, Web Widget Production).
   • Project: The project this channel is associated with.
   • Environment: The target environment: dev, staging, or production.
   • Enabled: Toggle on to activate the channel immediately.
   • Rate Limit (RPM): Maximum requests per minute. Leave empty for unlimited.
   • Allowed Origins: Comma-separated list of allowed origins for browser-based integrations (for example, https://example.com, https://app.example.com).
3. Click Create Channel.

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