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Everything that governs your workspace lives under Settings. This guide covers the operational setup a new org needs.

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Invite members and set roles

From Settings → Members, owners and admins can invite teammates by email and remove them. A teammate’s role is chosen at invite time. Roles, in increasing privilege:
RoleCan do
memberRead the workspace.
adminEverything a member can, plus invite teammates (as member or admin) and remove them.
ownerEverything an admin can; the owner row can’t remove itself.
Pending invitations show on the same page with their status (pending, accepted, or expired), so you can see who hasn’t joined yet. Every organization gets a shareable invite link the moment it’s created, shown at the top of Settings → Members (owners and admins only). Anyone with the link can join your organization — they log in or create an account and land in the workspace automatically, no per-email invite needed. New members join with the member role. The link is valid for 30 days. From the same panel you can Copy it, Regenerate it (which immediately invalidates the old URL and mints a new one), or Revoke it (after which the link stops working until you generate a new one). Share it only with people you want in your workspace — anyone who has the URL can join. To skip links entirely, turn on domain join in Settings → Organization — anyone signing in with an email on your verified domain joins automatically.

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Configure the organization

Under Settings → Organization, set your name and logo, your timezone, and the default locale new members start in. The timezone is also the day boundary for daily reports and day-over-day call counts, so set it to where your team actually works. The org slug in your URLs is read-only.

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Mint an API key

One org-scoped key authenticates the REST API and the MCP server — there’s no separate credential per surface. Mint one under Settings → Integrations → API Call Upload → Create API key; the secret is shown once, so copy it then. Delete a key from the same card to revoke it immediately. See Custom & other providers.

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Track usage and billing

The Usage tab meters calls_analyzed (conversations run through analysis) and transcript_minutes (audio Zelto transcribed), each against your monthly quota and any prepaid grant. A usage-by-source breakdown shows which integration drove the volume. If a quota runs out with no payment method on file, an Add payment method prompt opens the billing portal.
  • Settings — the full reference for every tab.
  • API reference · MCP — operate the platform programmatically.
  • Reports — the org timezone sets the day boundary for day-over-day counts.