Account and workspace

Vocily separates account-level administration from day-to-day agent work. Your organization is the account boundary for members, plans, billing, phone numbers, and workspace ownership. A workspace is where agents, knowledge bases, conversations, integrations, contacts, and campaigns live, and it is what a phone number is assigned to.

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Organization vs workspace

One organization can have multiple workspaces when its plan allows it. The workspace switcher shows only the workspaces you can access.

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Settings

Use Settings to manage your account in four tabs:

• Workspace - create, rename, and delete workspaces. Each workspace is an isolated home for agents and data.
• Organization - Owners can update the organization name and the legal identity, billing address, and finance contact used for checkout, invoices, and AutoPay.
• Members - invite teammates, assign roles, and choose which workspaces they can access.
• Compliance - Owners file the business KYC that Indian phone numbers require. See Compliance.

Phone numbers and carrier accounts are not in Settings. They live on the Phone Numbers page.

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Workspace settings

Owners and Admins can use the Workspace tab to create a workspace, rename it, or delete it. The organization must always keep at least one workspace, so the last workspace cannot be deleted. Each workspace is an isolated home for its agents and data, and holds the phone numbers allocated to it.

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Organization settings

The Organization tab contains the organization name and the billing profile used for checkout. Owners can edit the organization details form, which can include:

• Customer type and full name.
• Optional PAN card number.
• Registered or billing address, city, state, country, and pincode.
• Billing contact number and billing email.

Save the organization details before setting up AutoPay or completing a checkout. The page exposes separate readiness states for checkout and AutoPay. After a captured payment, invoice, AutoPay mandate, or in-flight AutoPay attempt exists, the billing country is locked and changing it requires support.

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Members settings

Owners and Admins can use the Members tab to view active or suspended members and pending invites. They can invite a teammate by email, choose a role, and select the workspaces the person can access. Member and Viewer invites require at least one workspace; Admins are organization-wide. Invites expire after seven days. Use Billing for wallet balance, plan, auto-recharge, transactions, payments, invoices, and credit notes.

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Billing belongs to the organization

Billing is organization-wide. Usage from workspaces rolls up into the same organization wallet, while transaction and usage views can show workspace-level breakdowns. See Billing for wallet balance, usage spend, plan limits, AutoPay, transactions, payments, invoices, and credit notes.

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What’s next

• Review Roles and permissions.
• Set up Billing.
• Set up calling in Phone numbers.
• Connect other services in Integrations.