Create a workspace

Creating Your First Workspace

After logging in for the first time, your first workspace will be automatically created. You can configure it by:

1. Going into Settings, and then into the Workspace section from the sidebar.
2. Entering a Workspace Name (e.g., "urvo").
3. Adding a Website (optional but recommended).
4. Choosing your Workspace Timezone for optimal performance.

Creating Additional Workspaces

To create additional workspaces:

1. Click your workspace name from the main sidebar on your dashboard.
2. Select "Create New Workspace" from the dropdown.
3. Enter a workspace name (e.g., "urvo") and click "Create Workspace".
4. Go into Settings, and then into the Workspace section from the sidebar.
5. Add a website (optional but recommended).
6. Choose your workspace timezone for optimal performance.

Note: The amount of workspaces you can create is restricted by your plan.

Understanding Workspace Structure

Your workspace contains several key components:

1. Voice Agents: The AI-powered agents you create and configure to handle calls.
2. Team Members: Users with access to the workspace, each with specific roles and permissions.
3. Knowledgebases: Documents containing your company's information as context for your agents.
4. Phone Numbers: Phone numbers bought or imported into the dashboard to connect to your agents.
5. Integrations: Connected third-party services like CRMs, calendars, and databases.
6. Analytics & Reports: Call recordings, transcripts, data and insights about your agents' performance and call metrics.

Managing Multiple Workspaces

As your organization grows, you might need multiple workspaces:

• Department-based: Marketing, Sales, Support
• Product-based: Product A, Product B, Enterprise
• Environment-based: Development, Staging, Production
• Regional-based: North America, Europe, Asia-Pacific

Switching Between Workspaces

1. Click on your workspace name in the main sidebar
2. Select your other workspace from the dropdown
3. You'll be redirected to the selected workspace dashboard

Next Steps

With your workspace created, you're ready to:

1. Invite team members
2. Set up workspace-wide integrations
3. Configure billing and usage alerts