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A workspace is an isolated environment within your DialNexa account that contains its own agents, phone numbers, call history, API keys, and settings. Workspaces let you separate different projects, clients, or environments cleanly without needing multiple separate DialNexa accounts.

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What a Workspace Contains

Each workspace has its own:
  • Voice agents
  • Phone numbers
  • Call history and recordings
  • API keys
  • Billing usage (wallet is shared at the account level, but usage is tracked per workspace)
  • Telephony Config for enabled providers, destination network groups, SIP/BYOC routing, and visible telephony rates
  • Team members and their roles
  • Webhook configurations
  • Post-call analysis templates
Changes in one workspace have no effect on any other workspace.

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Common Use Cases for Multiple Workspaces

Environment separation

Use separate workspaces for Development, Staging, and Production. This prevents test calls from appearing in production analytics and test configurations from affecting live agents.

Client isolation

Agencies managing voice agents for multiple clients use a workspace per client. Each client’s data, agents, and numbers are fully isolated.

Business unit separation

Large organizations separate departments (Sales, Support, Operations) into individual workspaces, with different team members and permissions per workspace.

Product separation

Companies with multiple products use a workspace per product, keeping the agents, numbers, and analytics for each product cleanly separate.

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Creating a Workspace

1

Open workspace switcher

Click the workspace name in the top-left corner of the dashboard. A dropdown appears showing all your current workspaces.
2

Click Create New Workspace

At the bottom of the dropdown, click + Create New Workspace.
3

Name the workspace

Enter a name for the workspace (e.g., “Production”, “Client: Acme Corp”, “Staging”). Names must be unique within your account and can be changed later.
4

Select the region

Choose the data region for this workspace. For Indian data residency requirements, select the India region. The region cannot be changed after workspace creation.
5

Confirm creation

Click Create. The new workspace is created and you are switched to it automatically.
The number of workspaces you can create depends on your plan. Starter plans typically allow 2 to 3 workspaces. Professional and Enterprise plans have higher or unlimited workspace counts.

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Switching Between Workspaces

Click the workspace name in the top-left corner of the dashboard and select the workspace you want from the dropdown. The dashboard reloads in the context of the selected workspace. Your active workspace is always visible in the top-left corner. All actions you take (creating agents, purchasing numbers, viewing call history) apply to the currently active workspace.

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Workspace Settings

Access workspace settings at Settings → Workspace (while the workspace is active).

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Workspace Name

Update the display name of the workspace. This is purely for your reference in the dashboard.

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Default Agent Settings

Configure defaults that apply to new agents created in this workspace:
  • Default LLM model
  • Default transcriber
  • Default TTS provider
  • Default max call duration
  • Default recording setting
These defaults can be overridden per agent.

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Notification Webhooks

Configure a workspace-level webhook URL that receives all call lifecycle events for every agent in the workspace. This is useful for centralized logging and monitoring systems that need to receive events from all agents without configuring a webhook per agent.

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Telephony Config

Use Workspace Settings > Telephony Config to control which telephony paths are enabled for the workspace.
ControlWhat it does
Telephony providerSelects the provider whose routes you want to review, such as Plivo or SIP/BYOC.
Country listShows countries that have network groups for the selected provider.
Network group statusEnables or disables a destination network group for outbound validation and routing.
Inbound and outbound priceShows the INR rate for that network group when your billing plan exposes telephony rates.
SIP/BYOC statusEnables or disables SIP/BYOC routing at the provider level. SIP/BYOC uses a flat rate when billing rates are configured.
When a non-SIP provider is selected, the dashboard lets you search by country, network group, or prefix. When SIP/BYOC is selected, the page shows the SIP/BYOC flat-rate row and a single status toggle.
New workspaces can receive default enabled network groups for the default provider. Review Telephony Config before launching international or large outbound campaigns.

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Workspace Deletion

To delete a workspace:
  1. Remove all active agents and release all phone numbers from the workspace first
  2. Go to Settings → Workspace → Danger Zone
  3. Click Delete Workspace
  4. Type the workspace name to confirm
Workspace deletion permanently removes all agents, call history, recordings, and transcripts in that workspace. This cannot be undone.
Deleting a workspace deletes all historical call data, recordings, and transcripts in it. Export any data you need before deleting. Call data cannot be recovered after workspace deletion.

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Inviting Team Members

You can invite other DialNexa users to collaborate in a workspace. Each member has a role that determines what they can do within that workspace.

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Available Roles

RoleWhat they can do
OwnerFull access, including billing and workspace deletion. Only one Owner per workspace.
AdminCreate/edit/delete agents, manage phone numbers, invite members, view call history. Cannot manage billing.
MemberCreate and edit agents, view call history. Cannot delete agents, manage numbers, or invite members.
ViewerRead-only access: view agents and call history, cannot make any changes.
For a detailed breakdown of permissions, see Access Control.

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Sending an Invitation

1

Go to Team Members

In the workspace, go to Settings → Team → Members.
2

Click Invite Member

Click + Invite Member.
3

Enter the email address

Enter the email address of the person you want to invite. They do not need to have a DialNexa account yet, and they will be prompted to create one.
4

Select a role

Choose the appropriate role from the dropdown.
5

Send the invitation

Click Send Invitation. The invitee receives an email with a link to accept. Invitations expire after 7 days.

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Accepting An Invitation

Invitation links open the /invite page. DialNexa verifies the token before adding the user to the workspace.
StateWhat the invitee sees
Not signed inThey are asked to sign in or create an account with the invited email address.
Signed in with the invited emailDialNexa accepts the invite and redirects them to the dashboard.
Signed in with a different emailDialNexa asks them to sign in with the invited account.
Already a memberDialNexa shows that they already belong to the workspace.
Expired or invalid linkDialNexa asks them to request a new invitation.

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Managing Existing Members

From Settings → Team → Members, you can:
  • Change a member’s role by clicking their current role and selecting a new one
  • Remove a member by clicking Remove on their row
  • View each member’s last active date
Removing a member revokes their access immediately. Their API keys (if any) associated with this workspace are also revoked.

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Workspace-Level API Keys

API keys are workspace-scoped: a key created in Workspace A can only access resources in Workspace A. To interact with multiple workspaces programmatically, create a separate API key for each workspace. Enterprise accounts can create organization-level API keys that have cross-workspace access. See Organization and Members.