Workspace & Billing
Manage agents, invite your team, and handle plans and billing.
A workspace is the container for your agents, team, and billing. The two switchers at the top-left of the panel let you move between workspaces and, within a workspace, between agents.
Switching and creating
- Switch workspace — click the workspace name (top-left). The dropdown lists your workspaces; the footer has Create new workspace and a gear for workspace settings.
- Switch agent — click the agent name (just below). The dropdown lists agents in the current workspace, with Add a new agent.
Members
Invite and manage your team from Workspace → Members: enter an email and click Invite member to send an invitation.
Plans & billing
- Plans — pick the plan that fits your team. Switch or cancel anytime; changes prorate to your next invoice.
- Billing — view billing details and history.
Per-agent usage against your plan limits lives in Settings → Usage. Workspace-level plan and billing live here.
Top-bar actions
Two buttons sit at the top-right on every agent page:
- Share — copy a public preview link to the agent, or invite a teammate by email.
- Deploy — grab the embed code (Widget or Lightbox) and jump to appearance customization. See Deploy for the full channel setup.