> ## Documentation Index
> Fetch the complete documentation index at: https://koreai-content-gov.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Workspace account

Manage top-level workspace configuration, secrets, billing, and channel integrations.

The **Account** section is your workspace's administrative hub — where you control workspace identity, manage tool credentials, monitor usage, and connect external channels.

* **Navigation**: Settings > Account
* **Required role**: Owner or Admin

***

## Workspace settings

Manage your workspace name, URL slug, and configuration from **Settings > Account > Workspace Settings**.

### General

| Property       | Description                                                 |
| -------------- | ----------------------------------------------------------- |
| Workspace Name | The display name for your workspace.                        |
| URL Slug       | Lowercase letters, numbers, and hyphens only. Used in URLs. |

Click **Save Changes** to apply updates.

### Workspace info

The **Workspace Info** section shows read-only details about your workspace:

| Property     | Description                                                  |
| ------------ | ------------------------------------------------------------ |
| Workspace ID | The unique identifier for this workspace.                    |
| Status       | The current status of the workspace (for example, *Active*). |
| Created      | The date the workspace was created.                          |

### Production approval policy

Set the workspace-wide baseline for how strictly production deployments are gated. Projects inherit this baseline unless they set their own override.

A badge indicates whether the policy is **Overridden at this workspace** or using the platform default, alongside the **Effective** policy currently applied (for example, *Standard - workspace baseline*).

Drag the **Approval strictness** slider to one of three positions, from **Strict** to **Open**. The **Standard** position requires approval, security, and eval sign-off; the publisher may approve their own version.

Click **Save policy** to apply.

### Call recording

**Call Recording** lets you capture voice call audio, store it, and play it back from the session it belongs to. Recording is disabled by default at every level, so no audio is captured until an account admin and a project admin both turn it on.

### Danger zone

<Warning>Deleting a workspace is permanent and removes all projects, members, and data. This action cannot be undone.</Warning>

Click **Delete Workspace** to permanently delete the workspace. You are prompted to confirm before the action completes.

***

## Secrets

Manage workspace tool secrets, proxy configurations, and OAuth tokens from **Settings > Account > Secrets**.

The Secrets page has two tabs: **Proxy Configs** and **OAuth Tokens**.

### Types of secrets

* Auth Profiles: API keys and credentials used by agent tools to call external services (for example: CRM API key).
* LLM provider credentials: API keys for LLM providers (for example: Anthropic, OpenAI, Azure, Google, Bedrock).
* OAuth tokens: Encrypted access and refresh tokens for OAuth 2.0 connectors (for example: Slack, Google Drive, Salesforce).
* Proxy credentials: Proxy authentication credentials (username, password, certificates) for organizations routing outbound traffic through a proxy.

### Proxy configs

The **Proxy Configs** tab lists HTTP proxy configurations for outbound tool requests.

**Add a proxy config:**

1. Go to **Settings > Account > Secrets**.
2. Click the **Proxy Configs** tab.
3. Click **Add Config**.
4. In the **Add Proxy Config** dialog, enter:
   * **Name**: A descriptive label for this proxy (for example, *Corporate Proxy*, *EU Proxy*).
   * **Proxy URL**: The proxy server address (for example, `https://proxy.example.com:8080`).
   * **Auth Type**: (Optional) The authentication type (for example, basic, bearer, ntlm).
   * **Enable immediately**: Toggle on to activate the proxy as soon as it's saved.
5. Click **Add Config**.

### OAuth tokens

The **OAuth Tokens** tab lists all third-party providers authorized via OAuth. Tokens appear here when tools request authorization.

***

## Billing and usage

View your subscription plan, manage credits, and configure usage alerts from **Settings > Account > Billing & Usage**.

### Plan and credits

| Card           | Description                                                                                     |
| -------------- | ----------------------------------------------------------------------------------------------- |
| Current Plan   | Your active subscription tier. Click **Upgrade Plan** to move to a higher tier.                 |
| Credit Balance | Credits allocated to your workspace. Shows *"No credits allocated"* if none have been assigned. |
| Top Up Credits | Add credits to your workspace balance.                                                          |

<Note>For custom deals, dedicated resources, BYOK encryption, and enterprise SLAs, click **Contact Sales**.</Note>

### Usage and billing units

Filter billing unit consumption by:

* **Time range**: 7 days, 30 days, or 90 days.
* **All Projects**: Filter by a specific project or view all projects together.

### Alert configuration

Configure alerts to be notified when usage approaches defined thresholds. Existing alerts are listed with their type, threshold, channel, and target.

**Add an alert rule:**

1. Click **Add Alert**.
2. In the **Add Alert Rule** dialog, enter:
   * **Alert Type**: The type of alert (for example, Usage Threshold).
   * **Threshold (%)**: The usage percentage at which the alert triggers (for example, 80).
   * **Channel**: The notification channel (for example, Webhook, Email).
   * **Target (URL)**: The webhook URL or email address to notify.
   * **Cooldown (minutes)**: Minimum time between repeated alert notifications (for example, 60).
3. Click **Add Alert**.

***

## Connectors

Manage channel connections and SDK channel integrations from **Settings > Account > Connectors**.

The Connectors page has two tabs: **Channel Connections** and **SDK Channels**.

### Channel connections

The **Channel Connections** tab lists all configured channel connections. Click **Add Connection** to set up a new channel.

#### Supported connectors

**Messaging platforms**

| Connector         | Auth type    | Capabilities                                          |
| ----------------- | ------------ | ----------------------------------------------------- |
| Slack             | OAuth 2.0    | Send/receive messages, manage channels, file uploads. |
| Microsoft Teams   | OAuth 2.0    | Send/receive messages, adaptive cards.                |
| WhatsApp Business | API key      | Send/receive messages, templates, media.              |
| Telegram          | Bearer token | Send/receive messages, inline keyboards.              |

**Communication**

| Connector    | Auth type        | Capabilities                           |
| ------------ | ---------------- | -------------------------------------- |
| Twilio       | API key + secret | SMS, voice calls, WhatsApp via Twilio. |
| SendGrid     | API key          | Transactional and marketing email.     |
| Email (SMTP) | Basic auth       | Send email via any SMTP server.        |

**CRM and business tools**

| Connector  | Auth type           | Capabilities                              |
| ---------- | ------------------- | ----------------------------------------- |
| Salesforce | OAuth 2.0           | CRUD operations on objects, SOQL queries. |
| HubSpot    | OAuth 2.0           | Contacts, deals, companies, tickets.      |
| Zendesk    | API key / OAuth 2.0 | Tickets, users, organizations.            |

**Webhooks**

| Connector        | Auth type                 | Capabilities                          |
| ---------------- | ------------------------- | ------------------------------------- |
| Inbound webhook  | None / HMAC signature     | Receive events from external systems. |
| Outbound webhook | API key / Bearer / Custom | Send events to external endpoints.    |

**Add a channel connection:**

1. Go to **Settings** > **Account** > **Connectors**.
2. Click the **Channel Connections** tab.
3. Click **Add Connection**.
4. In the **Add Channel Connection** dialog, enter:
   * **Connection Name**: A descriptive name for this connection (for example, `Production Slack`).
   * **Channel Type**: Select the channel platform: Slack, Microsoft Teams, Email, WhatsApp, or Voice.
5. Enter the credentials for the selected channel type. For Slack:
   * **Bot Token**: The Slack bot token (`xoxb-...`).
   * **Signing Secret**: The Slack app signing secret.
   * **Webhook URL**: The Slack webhook URL (`https://hooks.slack.com/`).
6. Click **Create Connection**.

### SDK channels

The **SDK Channels** tab lists all SDK channels configured for programmatic access to your agents. Each SDK channel provides a unique API key for web widget and mobile app integrations.

| Property    | Description                                                                     |
| ----------- | ------------------------------------------------------------------------------- |
| Name        | The channel name.                                                               |
| Environment | The environment this channel is associated with (dev, staging, or production).  |
| API Key     | The public API key for this SDK channel. Click the copy icon to copy it.        |
| Rate Limit  | The maximum requests per minute allowed for this channel. Unlimited if not set. |
| Status      | Whether the channel is **Enabled** or **Disabled**.                             |
| Actions     | Edit or delete the channel.                                                     |

**Add an SDK channel:**

1. Click **Add Channel**.
2. In the **Add SDK Channel** dialog, enter:
   * **Channel Name**: A descriptive name (for example, *Web Widget Production*).
   * **Project**: The project this channel is associated with.
   * **Environment**: The target environment: dev, staging, or production.
   * **Enabled**: Toggle on to activate the channel immediately.
   * **Rate Limit (RPM)**: Maximum requests per minute. Leave empty for unlimited.
   * **Allowed Origins**: Comma-separated list of allowed origins for browser-based integrations (for example, `https://example.com`, `https://app.example.com`).
3. Click **Create Channel**.