Workspace

Workspace guides help you keep Versafy ready for day-to-day customer operations: show times correctly, maintain your organization’s identity, give teammates appropriate access, understand plan availability and usage, connect approved external applications, earn from the clients you refer, and improve agent quality from real activity.

Guides

• Profile and organization — keep personal time display and shared workspace identity accurate.
• Organization, data deletion & export — request an export, close a workspace, or permanently remove its data, including connected Meta Ads data.
• Team Management — give each teammate the access needed for their work.
• Billing — understand plan availability, credit balance, usage, spending limits, and subscription actions.
• API Keys — let an approved external application use the customer API.
• Partner Program — earn a commission on the clients you refer, then spend it in your workspace or cash it out where available.
• Activity and quality — investigate agent outcomes and turn examples into improvements.

The pages and actions available to you depend on your workspace role and permissions. Ask a workspace administrator when an expected action is not visible.