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14 docs tagged with "admin"

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Analytics & Usage Reports

Track AI, SMS, phone, voice, and member-level usage across your workspace for billing, budgeting, and cost analysis.

Billing & Usage

Understand your credit balance, configure auto-reload, view invoices, and set spending limits.

Business Hours

Define when your workspace is open. Drives escalation routing, phone work modes, and the is_business_hours variable.

Email

Workspace-wide email footer appended to every outbound message.

Escalation

Pause behaviour, message templates, and notification rules used when AI hands a chat to a human.

Exporting Chats

Download individual chat transcripts as JSONL or bulk-export chats as CSV for compliance, records, and offline review.

General

Workspace name, slug, default language, timezone, signup code, and default assistant.

Import / Export

Back up, migrate, or share workspace configuration as a portable JSON file.

Notifications

Understand and configure notification rules, delivery channels, and member preferences for alerts and escalations.

Phone

Workspace-wide voice defaults — default phone number, audio recording, and voicemail detection on AI-initiated outbound calls.

Reseller

Enable reseller mode, define products, and provision client workspaces.

SSO Setup

Configure Single Sign-On (SSO) with your organization's identity provider.

Workspace Settings

Configure workspace identity, business hours, phone defaults, escalation, email, and import/export.