Create workspace
Create Your Workspace
A workspace is the main environment where your organization's telephony system is configured and managed.
All settings, users, agents, extensions, and call flows belong to a workspace.
Before you can configure your PBX or call center features, you must first create a workspace.
What Is a Workspace?
A workspace represents your company or team within the platform.
Inside a workspace you can manage:
- Users and team members
- Phone extensions
- Call center agents
- Call queues and routing rules
- Phone numbers and SIP trunks
- Integrations and webhooks
- Billing and usage
Most organizations only need one workspace to manage their entire telephony system.
Create a Workspace
Follow these steps to create your first workspace.
Step 1: Sign In to the Dashboard
Go to the dashboard and sign in with your account.
After logging in, you will see the workspace creation screen if you do not yet belong to a workspace.
Step 2: Enter Workspace Information
Provide the basic information for your organization.
Typical fields include:
Workspace Name
The name of your company or team.Region (if available)
Select the region where your services should be hosted.Timezone
Used for call reports, scheduling, and business hours.
Example:
Workspace Name: Acme Support Center
Timezone: UTC+7
Step 3: Create the Workspace
Click Create Workspace to finish the setup.
Once the workspace is created, you will be redirected to the main dashboard where you can start configuring your telephony system.
Workspace Owner
The workspace owner has full permissions, including:
- Managing users and roles
- Configuring PBX settings
- Managing call center features
- Accessing billing and subscriptions
You can later assign additional administrators if needed.
What to Configure Next
After creating your workspace, the next step is to add your team and configure the basic telephony setup.
Most teams follow this order:
- Invite team members
- Create phone extensions
- Add call center agents
- Configure call queues
- Set up call routing
Next Steps
Continue with the next guide to add members to your workspace.