Create and manage Retell workspaces

Learn how to create and manage workspaces, and collaborate with team members.

​

Default Workspace

When you first create an account, a default workspace is automatically created for you. This workspace serves as your primary environment for managing projects and collaborating with team members.

​

Find your Workspace id / org id

Sometimes we might ask for your workspace id / org id when debugging issues related to your account. You can find it in your workspace settings page. Open Settings from the sidebar: Then open Workspace → General. Your workspace ID appears under Workspace ID:

​

Creating Additional Workspaces

To create a new workspace:

1. Click the workspace selector in the top left corner of the dashboard
2. Select Add another workspace
3. Enter your workspace name
4. Click Save

​

Managing Team Members

​

Inviting Members

To invite team members to your workspace:

1. Open Settings → Workspace → Users
2. Click Invite a member
3. Enter their email address and select a role
4. Send the invitation

If a team member does not receive the invitation email, you can resend it by inviting them again with the same email address.

​

Invitation Process

• Invited members receive an email with a link to join the workspace
• They can create a new account or use an existing one
• Once accepted, they have immediate access

​

Leave a Workspace

To leave a workspace:

1. Open Settings → Workspace → Users
2. Click Leave Workspace
3. Confirm your action

Important considerations before leaving:

• You can only leave a workspace if there is at least one other member remaining
• If you are the only member in the workspace, you must delete the workspace instead
• You can rejoin the workspace if another member invites you back

​

Delete Workspace

In Settings → Workspace → General, open the options menu (⋯) and select Delete. Before deletion, please note:

• All workspace data will be permanently deleted and cannot be recovered
• A final invoice will be generated and charged for any usage up to the deletion date
• All team members will lose access to the workspace
• Any active API keys will be invalidated