Workspaces and roles
A workspace holds your team, brands, channels and data. Roles (owner, admin, manager, agent, viewer) grant explicit permissions; invitations expire and can be revoked.
Start here while the full docs are written alongside the product.
A workspace holds your team, brands, channels and data. Roles (owner, admin, manager, agent, viewer) grant explicit permissions; invitations expire and can be revoked.
Add a provider account, then its numbers or endpoints. You'll get a webhook URL and verify token; nothing shows as connected until the provider verifies it.
Write documents and price records as drafts, review, then publish. Every version is kept and can be rolled back.
Publish a widget, add your site to its allowed origins and paste the loader snippet before the closing body tag.
Create a scoped API key in Settings. The OpenAPI description ships with the API; webhook payloads follow the published JSON schemas.
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