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Signing Up

1

Create your account

Go to the Vaani dashboard and click Sign Up. You can register with:
  • Email & password — fill in your name, email, and a secure password
  • Google — click “Sign in with Google” for one-click access
2

Create a workspace

After signing in, you’ll be prompted to create your first workspace. Give it a name (e.g., “My Company”) — this is your team’s organizational unit.
3

Start using Vaani

You’re now an Admin of your workspace. Head to the Quickstart to create your first agent.

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Logging In

  • Navigate to the Vaani dashboard and enter your email and password
  • Or click Sign in with Google if you registered via Google
  • Your session stays active automatically — the platform handles token refresh behind the scenes
If you forget your password, click Forgot Password on the login page. You’ll receive a reset link via email.

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Understanding Roles

Every workspace member has a role that determines what they can do:
RoleCapabilities
MemberView agents, call logs, reports, and analytics
DeveloperAll Member permissions + create/edit agents, phone numbers, campaigns, batch jobs, and API keys
AdminAll Developer permissions + manage workspace settings, invite/remove members, purchase phone numbers
You can belong to multiple workspaces, each with a different role. Use the workspace switcher in the dashboard to change your active workspace.

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Inviting Team Members

If you’re an Admin, you can invite others to your workspace:
1

Go to Workspace Settings

Click Settings → Members in the sidebar.
2

Invite a member

Enter their email address and choose a role (Member, Developer, or Admin).
3

They join

The invited user will receive access to the workspace once they log in.

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API Keys

API keys let you connect external systems (like your CRM or custom backend) to Vaani without using the dashboard.
1

Go to API Keys

Navigate to Workspace Settings → API Keys.
2

Create a key

Click Create API Key. Give it a descriptive name (e.g., “CRM Integration”) and choose a permission level:
  • Member — read-only access
  • Developer — read and write access
3

Copy and save

The key is shown only once. Copy it and store it securely.
If you lose an API key, you’ll need to delete it and create a new one. The key value cannot be retrieved after creation.

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Best Practices

  • Use separate keys for each integration — makes it easy to revoke one without affecting others
  • Use the minimum role — choose “Member” for read-only integrations
  • Never share keys in public code, emails, or chat messages
  • Rotate keys periodically — delete old ones and create new replacements

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Security Tips

  • Use a strong password — at least 12 characters with a mix of letters, numbers, and symbols
  • Don’t share your login credentials with other team members — invite them instead
  • Review workspace members regularly — remove anyone who no longer needs access
  • Monitor your call logs — unexpected activity may indicate unauthorized API key usage