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Documentation Index

Fetch the complete documentation index at: https://docs.thoughtly.com/llms.txt

Use this file to discover all available pages before exploring further.

A workspace is a shared environment where your team collaboratively builds and manages Voice Agents. Each workspace has its own agents, audiences, history, settings, and member list. You can switch between workspaces using the Workspace Switcher.

Member management

Manage workspace members in Settings → General. You can invite new members, assign roles, and remove access.

Removing members

When you remove a user from a workspace:
  • The user immediately loses access to the workspace
  • The user can no longer view or manage workspace resources
  • The user’s status is set to “REMOVED” and they are excluded from workspace operations
  • The removal is immediate and takes effect on the user’s next action
To remove a member, navigate to Settings → General and manage members in the Members Table.

Workspace deletion

When you delete a workspace, the following happens automatically:
  • All workspace data is permanently removed
  • All integration connections are automatically cleaned up
  • OAuth tokens and API credentials are revoked
  • Members lose access to the workspace
Delete a workspace from the Danger Zone in Settings → General.
Workspace deletion is permanent and cannot be undone. Make sure to export any necessary data before deleting a workspace.

Workspace roles

Workspace roles control what each team member can access.
RoleTypical access
AdminFull workspace access, including billing, settings, member management, API tokens, and destructive actions.
MemberCan create and edit day-to-day resources such as agents, automations, contacts, and integrations. Restricted from sensitive settings and destructive admin actions where enforced.
ViewerRead-only access. Can inspect resources but cannot create, edit, activate, delete, or disconnect them.
Exact permissions can vary by workspace configuration and feature availability. Admins should review sensitive areas such as API tokens, webhooks, billing, audit logs, and integration management before inviting users.
Admins cannot demote themselves if doing so would leave the workspace without an admin.