> ## Documentation Index
> Fetch the complete documentation index at: https://dialnexa.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# DialNexa Workspaces

> Understand DialNexa workspaces, organization switching, workspace settings, account context, wallet context, and how workspace selection affects dashboard data.

A DialNexa workspace represents the organization context for agents, phone numbers, campaigns, workflows, integrations, keys, webhooks, wallet balance, and call history. Switching workspaces changes the data and controls you see.

<img src="https://mintcdn.com/dialnexa/0efoAN-6So4r-6NC/images/documentation/screenshots/workspace-settings-general.png?fit=max&auto=format&n=0efoAN-6So4r-6NC&q=85&s=6a6c26354bfa7ed6c34fbc42f6e8b8a9" alt="DialNexa Workspace Settings General tab showing workspace details, contact information, and save controls." style={{ width: '100%', maxWidth: '1100px', margin: '8px 0 24px', border: '1px solid #e5e7eb', borderRadius: '6px' }} width="2822" height="1688" data-path="images/documentation/screenshots/workspace-settings-general.png" />

<Tip>
  Before editing anything expensive or live, look at the workspace name. This tiny habit prevents impressively avoidable confusion.
</Tip>

## What Belongs To A Workspace

Workspace context scopes most operational objects.

<CardGroup cols={2}>
  <Card title="Agents and versions" icon="sparkles" href="/agents/overview">
    Agent lists, folders, templates, and versions are loaded for the selected organization.
  </Card>

  <Card title="Numbers and campaigns" icon="phone" href="/calls/phone-numbers">
    Phone numbers, outbound assignments, batch campaigns, and call logs are workspace-specific.
  </Card>

  <Card title="Workflows and leads" icon="git-branch" href="/workflows/overview">
    Workflow lists, leads, node history, and execution status are tied to the workspace.
  </Card>

  <Card title="Keys and webhooks" icon="key" href="/api-access/api-keys">
    API keys, webhook secrets, and external webhook endpoints belong to the organization context.
  </Card>
</CardGroup>

## Workspace Actions Users Commonly Need

Use workspace controls when the account context, not the agent, is the issue.

<img src="https://mintcdn.com/dialnexa/0efoAN-6So4r-6NC/images/documentation/screenshots/workspace-switcher.png?fit=max&auto=format&n=0efoAN-6So4r-6NC&q=85&s=205539784d28fb50f00f4a8e322de892" alt="DialNexa workspace switcher dropdown showing available workspaces and the add workspace action." style={{ width: '100%', maxWidth: '1100px', margin: '8px 0 24px', border: '1px solid #e5e7eb', borderRadius: '6px' }} width="1664" height="852" data-path="images/documentation/screenshots/workspace-switcher.png" />

| Action                  | Why it matters                                                                      |
| ----------------------- | ----------------------------------------------------------------------------------- |
| Switch organization     | Move between companies, teams, or environments you can access.                      |
| Open workspace settings | Review workspace name, description, and account-level details exposed to your role. |
| Check wallet area       | Confirm balance and recharge access before outbound activity.                       |
| Check KYC state         | Outbound scale features can depend on verified account readiness.                   |

## Workspace Settings Tabs

Workspace settings are split into focused tabs so account, routing, team, and developer work do not share one long page.

| Tab              | Dashboard path                   | Use it for                                                                                               |
| ---------------- | -------------------------------- | -------------------------------------------------------------------------------------------------------- |
| General          | `/dashboard/workspace/general`   | Workspace name, description, and account contact details shown to your role.                             |
| Telephony Config | `/dashboard/workspace/telephony` | Provider routes, country groups, destination network group status, telephony rates, and SIP/BYOC status. |
| Members          | `/dashboard/workspace/members`   | Workspace member review, invite management, roles, and access cleanup.                                   |
| Developer        | `/dashboard/workspace/developer` | API keys, webhook secrets, and external webhook settings.                                                |
| Billing          | `/dashboard/workspace/billing`   | Recharge wallet credits, export transactions, and save billing name, address, and GST Number.            |

If you land on `/dashboard/workspace`, the dashboard redirects into the tabbed settings area. Use the left settings navigation to switch between tabs without changing the active workspace.

## Developer Webhook Settings

The Developer tab includes **API keys** and **Webhooks**. Use the Webhooks tab to send workspace-level webhook payloads to your own endpoint.

<img src="https://mintcdn.com/dialnexa/oKDmAsu_wsBWcBK4/images/documentation/screenshots/workspace-webhook-settings.png?fit=max&auto=format&n=oKDmAsu_wsBWcBK4&q=85&s=55cc8be5c79e8fe66ea55df155895daf" alt="DialNexa Workspace Settings Developer tab showing webhook URL, active status, name, signing secret, retry count, timeout, and Update webhook action." style={{ width: '100%', maxWidth: '1100px', margin: '8px 0 24px', border: '1px solid #e5e7eb', borderRadius: '6px' }} width="3420" height="1558" data-path="images/documentation/screenshots/workspace-webhook-settings.png" />

| Webhook field  | What to configure                                                                                                              |
| -------------- | ------------------------------------------------------------------------------------------------------------------------------ |
| Webhook URL    | The HTTPS endpoint where DialNexa should deliver webhook payloads. The dashboard shows whether the destination is active.      |
| Name           | A friendly label for the webhook signing secret. Use a name that identifies the environment or receiving system.               |
| Secret Key     | The signing secret used to verify webhook payloads. You can reveal, copy, or generate a random secret from the field controls. |
| Retry count    | The number of retry attempts, from 0 to 3, after an initial delivery failure.                                                  |
| Timeout        | Request timeout in milliseconds. The dashboard accepts values between 1,000 ms and 60,000 ms.                                  |
| Update webhook | Saves the URL, name, secret, retry count, and timeout for the active workspace.                                                |

## Avoid Cross-Workspace Mistakes

<Steps>
  <Step title="Read the workspace label">
    Confirm the sidebar workspace before creating agents, keys, numbers, or workflows.
  </Step>

  <Step title="Check the route after switching">
    Some pages reload data based on organization. Wait for the new workspace data before acting.
  </Step>

  <Step title="Name objects clearly">
    Use agent, batch, and workflow names that reveal workspace or campaign purpose when needed.
  </Step>

  <Step title="Audit in the same workspace">
    Call History only helps when you are in the workspace where the call was created.
  </Step>
</Steps>

## Workspace Confusions

<AccordionGroup>
  <Accordion title="I cannot see an agent">
    You may be in a different workspace, folder, or organization context.
  </Accordion>

  <Accordion title="A key does not work">
    Keys are organization scoped. Confirm the key belongs to the workspace your integration is calling.
  </Accordion>

  <Accordion title="Batch Calls are blocked">
    Check KYC readiness for the workspace.
  </Accordion>

  <Accordion title="Call logs look empty">
    Confirm date range, filters, and workspace selection.
  </Accordion>
</AccordionGroup>

## Related Reading

<CardGroup cols={2}>
  <Card title="Navigation Reference" icon="panel-left" href="/platform/navigation-reference">
    Understand the sidebar.
  </Card>

  <Card title="KYC And Outbound Readiness" icon="shield-check" href="/platform/kyc-and-outbound-readiness">
    Prepare for outbound scale.
  </Card>

  <Card title="Billing And Wallet" icon="wallet" href="/platform/billing-and-wallet">
    Review spend context.
  </Card>
</CardGroup>
