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What is a Workspace?

A workspace is the top-level organizational unit in Vaani. All data — agents, calls, phone numbers, batch jobs — is scoped to a workspace. Think of it as a company account or team project.

Creating a Workspace

When you first sign up, you’ll create your first workspace. To create additional workspaces:
1

Navigate to Workspace Settings

Click the workspace selector in the sidebar → Create Workspace.
2

Enter Details

  • Name: Your team or company name
  • Slug: URL-friendly identifier (auto-generated from name)
  • Type: “personal” or “team”
3

You're the Admin

You are automatically assigned the Admin role in the new workspace.

Roles & Permissions

RoleView DataCreate/Edit AgentsManage MembersDelete Workspace
Member
Developer
Admin

Managing Members

Inviting Members (Admin only)

1

Go to Members

Navigate to Workspace SettingsMembers.
2

Invite

Enter the email address and select a role (Member, Developer, or Admin).
3

Done

If the user already has a Vaani account, they’re added immediately. Otherwise, an invitation is sent.

Removing Members

Admins can remove any member except:
  • Themselves, if they’re the only admin (prevents orphaned workspaces)
Removing a member does not delete their data (agents, call logs). The data remains in the workspace.

Switching Workspaces

If you belong to multiple workspaces:
  1. Click the workspace selector in the sidebar
  2. Choose the workspace you want to work in
  3. All data in the dashboard updates to reflect the selected workspace
Your active workspace is saved to your profile, so you’ll return to the same workspace on your next login.

Multi-Tenancy

Vaani enforces strict data isolation between workspaces:
  • Every API request is scoped to the user’s active workspace
  • Agents, phone numbers, calls, and batches cannot be accessed across workspaces
  • API keys are workspace-scoped (each key belongs to exactly one workspace)
Superusers (platform admins) can view all workspaces for administrative purposes. This is a platform-level flag, not a workspace role.