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Workspaces & Teams

Workspaces (called Spaces in SpeakNode) let you organize resources and collaborate with your team. Each space has its own set of agents, tools, phone numbers, campaigns, and members.

Creating a Space

  1. Click on your current space name in the top-left corner of the sidebar.
  2. Click + Create Space.
  3. Enter a Name for the space.
  4. Click Create.

You are automatically assigned the Owner role in the new space.

Inviting Members

  1. Open Space Settings (gear icon in the sidebar or settings page).
  2. Go to the Members tab.
  3. Click + Invite Member.
  4. Enter the person's email address.
  5. Select a Role (see below).
  6. Click Send Invite.

The invited person will receive an email with a link to join the space.

Note

Invited users must have a SpeakNode account. If they do not have one, they will be prompted to create one when they accept the invitation.

Roles and Permissions

Role Description
Owner Full access. Can manage billing, delete the space, and manage all members. Each space has at least one owner.
Admin Can manage agents, tools, phone numbers, campaigns, and members. Cannot manage billing or delete the space.
Member Can view and use agents, tools, phone numbers, and campaigns. Cannot manage members or space settings.

Tip

Assign the Admin role to team leads who need to manage resources but should not have billing access.

Managing Members

  1. Open Space Settings > Members.
  2. From the member list, you can:
    • Change Role: Click the role dropdown next to a member's name.
    • Remove Member: Click the remove button next to a member's name.

Warning

Removing a member immediately revokes their access to the space. Any resources they created remain in the space.

Space-Scoped Resources

All resources in SpeakNode belong to a space. When you switch between spaces, you see only the resources that belong to the selected space.

Scoped resources include:

  • Agents: Voice AI agents and their configurations.
  • Tools: Webhook tools and their schemas.
  • Phone Numbers: Imported phone numbers and their agent links.
  • Campaigns: Outbound call campaigns and their results.
  • Webhooks: Event subscriptions and delivery history.
  • Conversations: Call history and transcripts.

Note

Your personal account settings (email, password, API keys) are global and not tied to any specific space.

Switching Between Spaces

  1. Click on the current space name in the top-left corner of the sidebar.
  2. Select the space you want to switch to from the dropdown.

The page will reload with the selected space's resources.