Workspace Owner Guide

This area is intended for account owners and trusted team admins who manage tenant-level operations.

Access is controlled server-side. Use least-privilege access and avoid sharing owner credentials across team members.

What You Can Manage

• Workspace health signals: subscriptions, bots, contacts, and conversation activity indicators.
• Subscription lifecycle visibility and billing flow readiness.
• Onboarding and activation visibility for your workspace.
• Webchat rollout and reliability indicators.
• Operational review before large customer-facing changes.

Owner Security Checklist

• Use a unique strong password and MFA on your identity provider.
• Do not share owner credentials across team members.
• Review webhook and integration logs after configuration changes.
• Rotate secrets and tokens whenever access risk is suspected.

Operational Routine

• Weekly: review subscription and usage trends.
• Before campaigns: validate Telegram/Webchat connection health.
• After deploys: run smoke checks on inbound and outbound replies.
• Monthly: audit tokens, plans, and workflow performance.

Best Value Practices

• Start with one high-volume source before expanding setup.
• Use Flows for repeatable FAQ and qualification workflows.
• Use AI fallback for long-tail queries instead of overbuilding flows.
• Track first-response and conversion outcomes per source.
• Upgrade plans only when usage patterns justify higher limits.