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Team & Settings

Invite team members, manage roles, create API keys, and configure workspace settings.

The Workspace Settings page lets you manage everything about your workspace — from updating its name, to inviting team members, creating API keys, and deleting the workspace if needed.

To access: open a workspace → click Settings in the sidebar.

Settings are organised into four tabs: General, Members, API Keys, and Danger Zone.

General Tab

The General tab lets you update the workspace's basic information.

FieldDescription
NameThe workspace's display name
DescriptionA short description of the workspace's purpose

Click Save after making changes.

Members Tab

The Members tab is where you manage your team — who has access to the workspace and what they can do.

Member Roles

Every member has one of the following roles:

RoleWhat they can do
OwnerFull control — can manage members, settings, API keys, billing, and delete the workspace. There is only one owner.
AdminCan manage chatbots, flows, knowledge bases, members, and settings. Cannot delete the workspace or transfer ownership.
MemberCan create and edit chatbots and flows. Cannot manage members or delete workspace-level resources.
ViewerRead-only access — can view chatbots, flows, and conversations but cannot make changes.

Viewing Members

The members list shows:

  • Member name and email
  • Their role (with a role icon)
  • When they joined

Inviting a Team Member

  1. Click Invite Member.
  2. Enter the person's email address.
  3. Select their role (Admin, Member, or Viewer — you cannot invite someone as Owner).
  4. Click Send Invitation.

The person receives an email with an invitation link. When they click the link and sign in, they join the workspace.

Note: Your plan limits how many members can be in a workspace (not counting the owner). If the Invite Member button shows an upgrade prompt, you have reached your plan's member limit. See Billing & Plans.

Changing a Member's Role

  1. Find the member in the list.
  2. Click the role badge or the Edit icon next to their name.
  3. Select the new role from the dropdown.
  4. Save.

Note: Only the Owner or an Admin can change roles. The Owner's role cannot be changed by other members.

Removing a Member

  1. Find the member in the list.
  2. Click the Remove (or delete) icon next to their name.
  3. Confirm the removal.

The person immediately loses access to the workspace. They are not deleted from the platform — they can still access other workspaces they belong to.

API Keys Tab

API Keys allow your applications and scripts to access the workspace programmatically using the REST API.

Note: Only the workspace Owner can create and revoke API keys.

Creating an API Key

  1. Click Create API Key.
  2. Optionally enter a name or label for the key (e.g., "Production Backend", "CI/CD Pipeline").
  3. Click Create.
  4. Copy the key immediately — it is shown only once. Once you close the dialog, you cannot retrieve the key value again.

Store the key securely (e.g., in an environment variable or secrets manager). Never commit it to version control.

Using an API Key

Include the key in your API requests using the X-API-Key header (or as configured for the specific integration). Refer to the REST API integration for usage examples.

Viewing Existing Keys

The keys list shows:

  • Key name (if given)
  • Creation date
  • Expiration date (if set)
  • A masked key value (e.g., sk-••••••••••••abcd)

Revoking an API Key

  1. Find the key in the list.
  2. Click Revoke (or the delete icon).
  3. Confirm.

The key immediately stops working. Any systems using it will lose access and must be updated with a new key.

Danger Zone Tab

This section contains irreversible actions. Proceed carefully.

The Danger Zone tab is only visible to the workspace Owner.

Deleting the Workspace

Deleting a workspace permanently removes:

  • All chatbots and their flows
  • All knowledge bases and sources
  • All member access
  • All API keys
  • All conversations and analytics data

This action cannot be undone.

To delete:

  1. Read the warning on the page.
  2. Type the workspace name exactly in the confirmation field.
  3. Click Delete Workspace.

The workspace is immediately and permanently deleted.

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