🏢 Workspace Settings
A Workspace is the top-level workspace in xMagic. Everything—Agents, Jobs, Knowledge Bases, Tools, billing settings, and member privileges—lives inside an Workspace.
- Single source of truth – Each Workspace stores its own data, keeping agents and knowledge bases visible only to its members.
- Role-based access – Members join as Admins or Members; fine-grained privileges control who can deploy agents, manage billing, or invite users.
- Shared resources – Phone numbers, Custom Tools, and Global Knowledge folders are configured once and reused by any Agent in the Workspace.
- Centralized billing – Subscription plans, payment methods, and invoices are managed at the Workspace level—one bill covers all Agents.
- Collaboration hub – Conversation logs, tasks, and analytics are aggregated so teams can monitor performance and iterate together.
Use this page to understand every section of the Workspace panel.
Open it by clicking Settings → Workspace in the top-left profile menu.
1. General​
Basic company information—Workspace name.
2. People​
Manage who can access the workspace.
| Feature | Description |
|---|---|
| Invite member | Send email invites—select Admin or Member. |
| Role column | Change a user’s role anytime. |
| Status | Shows Pending until the invitee accepts. |
| Remove | Revoke access immediately. |
3. Privileges​
Fine-grained permission matrix for each role.
| Category | What you can toggle |
|---|---|
| Agent Management | Create, update, delete private agents. |
| Knowledge Base | Add, edit, or remove folders and files. |
| Billing | View invoices, change plans, add payment methods. |
| Member Management | Invite, remove, or change roles. |
Both Admins and memebers start with default toggles enabled.
4. Phone​
Purchase and manage dedicated phone numbers for outbound call Jobs.
| Action | Detail |
|---|---|
| Buy number | Buy phone numbers to attach to jobs |
| Release | Remove an unused number (billing stops next cycle). |
| Delete | Delete a phone number. |
5. Pricing​
Compare plans, view invoices, and update payment details.
| Section | Usage |
|---|---|
| Plans | Upgrade or downgrade instantly—pro-rated billing applies. |
| Payment Methods | Add / remove credit cards and configure default. |
Need help? Head to Contact Support.