> ## Documentation Index
> Fetch the complete documentation index at: https://koreai.mintlify.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Workspace Account

Manage top-level workspace configuration, secrets, billing, and channel integrations.

The **Account** section is your workspace's administrative hub — where you control workspace identity, manage tool credentials, monitor usage, and connect external channels.

* **Navigation**: Settings > Account
* **Required role**: Owner or Admin

***

## Workspace Settings

Manage your workspace name, URL slug, and configuration from **Settings > Account > Workspace Settings**.

### General

| Property       | Description                                                                         |
| -------------- | ----------------------------------------------------------------------------------- |
| Workspace Name | The display name for your workspace.                                                |
| URL Slug       | A unique identifier used in URLs. Use lowercase letters, numbers, and hyphens only. |

Click **Save Changes** to apply updates.

### Workspace Info

The **Workspace Info** section shows read-only details about your workspace:

| Property     | Description                                                  |
| ------------ | ------------------------------------------------------------ |
| Workspace ID | The unique identifier for this workspace.                    |
| Status       | The current status of the workspace (for example, *Active*). |
| Created      | The date the workspace was created.                          |

### Danger Zone

<Warning>Deleting a workspace is permanent and removes all projects, members, and data. This action cannot be undone.</Warning>

Click **Delete Workspace** to permanently delete the workspace. You are prompted to confirm before the action completes.

***

## Secrets

Manage workspace tool secrets, proxy configurations, and OAuth tokens from **Settings > Account > Secrets**.

The Secrets page has two tabs: **Proxy Configs** and **OAuth Tokens**.

### Types of secrets

* Auth Profiles: API keys and credentials used by agent tools to call external services (for example: CRM API key).
* LLM provider credentials: API keys for LLM providers (for example: Anthropic, OpenAI, Azure, Google, Bedrock).
* OAuth tokens: Encrypted access and refresh tokens for OAuth 2.0 connectors (for example: Slack, Google Drive, Salesforce).
* Proxy credentials: Proxy authentication credentials (username, password, certificates) for organizations routing outbound traffic through a proxy.

### Proxy Configs

The **Proxy Configs** tab lists HTTP proxy configurations for outbound tool requests.

**Add a proxy config:**

1. Go to **Settings > Account > Secrets**.
2. Click the **Proxy Configs** tab.
3. Click **Add Config**.
4. In the **Add Proxy Config** dialog, enter:
   * **Name**: A descriptive label for this proxy (for example, *Corporate Proxy*, *EU Proxy*).
   * **Proxy URL**: The proxy server address (for example, `https://proxy.example.com:8080`).
   * **Auth Type**: (Optional) The authentication type (for example, basic, bearer, ntlm).
   * **Enable immediately**: Toggle on to activate the proxy as soon as it's saved.
5. Click **Add Config**.

### OAuth Tokens

The **OAuth Tokens** tab lists all third-party providers authorized via OAuth. Tokens appear here when tools request authorization.

***

## Billing and Usage

View your subscription plan, manage credits, and configure usage alerts from **Settings > Account > Billing & Usage**.

### Plan and Credits

| Card           | Description                                                                                     |
| -------------- | ----------------------------------------------------------------------------------------------- |
| Current Plan   | Your active subscription tier. Click **Upgrade Plan** to move to a higher tier.                 |
| Credit Balance | Credits allocated to your workspace. Shows *"No credits allocated"* if none have been assigned. |
| Top Up Credits | Add credits to your workspace balance.                                                          |

<Note>For custom deals, dedicated resources, BYOK encryption, and enterprise SLAs, click **Contact Sales**.</Note>

### Usage and Billing Units

Filter billing unit consumption by:

* **Time range**: 7 days, 30 days, or 90 days.
* **All Projects**: Filter by a specific project or view all projects together.

### Alert Configuration

Configure alerts to be notified when usage approaches defined thresholds. Existing alerts are listed with their type, threshold, channel, and target.

**Add an alert rule:**

1. Click **Add Alert**.
2. In the **Add Alert Rule** dialog, enter:
   * **Alert Type**: The type of alert (for example, Usage Threshold).
   * **Threshold (%)**: The usage percentage at which the alert triggers (for example, 80).
   * **Channel**: The notification channel (for example, Webhook, Email).
   * **Target (URL)**: The webhook URL or email address to notify.
   * **Cooldown (minutes)**: Minimum time between repeated alert notifications (for example, 60).
3. Click **Add Alert**.

***

## Connectors

Manage channel connections and SDK channel integrations from **Settings > Account > Connectors**.

The Connectors page has two tabs: **Channel Connections** and **SDK Channels**.

### Channel Connections

The **Channel Connections** tab lists all configured channel connections. Click **Add Connection** to set up a new channel.

#### Supported Connectors

**Messaging platforms**

| Connector         | Auth type    | Capabilities                                          |
| ----------------- | ------------ | ----------------------------------------------------- |
| Slack             | OAuth 2.0    | Send/receive messages, manage channels, file uploads. |
| Microsoft Teams   | OAuth 2.0    | Send/receive messages, adaptive cards.                |
| WhatsApp Business | API key      | Send/receive messages, templates, media.              |
| Telegram          | Bearer token | Send/receive messages, inline keyboards.              |

**Communication**

| Connector    | Auth type        | Capabilities                           |
| ------------ | ---------------- | -------------------------------------- |
| Twilio       | API key + secret | SMS, voice calls, WhatsApp via Twilio. |
| SendGrid     | API key          | Transactional and marketing email.     |
| Email (SMTP) | Basic auth       | Send email via any SMTP server.        |

**CRM and business tools**

| Connector  | Auth type           | Capabilities                              |
| ---------- | ------------------- | ----------------------------------------- |
| Salesforce | OAuth 2.0           | CRUD operations on objects, SOQL queries. |
| HubSpot    | OAuth 2.0           | Contacts, deals, companies, tickets.      |
| Zendesk    | API key / OAuth 2.0 | Tickets, users, organizations.            |

**Webhooks**

| Connector        | Auth type                 | Capabilities                          |
| ---------------- | ------------------------- | ------------------------------------- |
| Inbound webhook  | None / HMAC signature     | Receive events from external systems. |
| Outbound webhook | API key / Bearer / Custom | Send events to external endpoints.    |

**Add a channel connection:**

1. Go to **Settings** > **Account** > **Connectors**.
2. Click the **Channel Connections** tab.
3. Click **Add Connection**.
4. In the **Add Channel Connection** dialog, enter:
   * **Connection Name**: A descriptive name for this connection (for example, `Production Slack`).
   * **Channel Type**: Select the channel platform: Slack, Microsoft Teams, Email, WhatsApp, or Voice.
5. Enter the credentials for the selected channel type. For Slack:
   * **Bot Token**: The Slack bot token (`xoxb-...`).
   * **Signing Secret**: The Slack app signing secret.
   * **Webhook URL**: The Slack webhook URL (`https://hooks.slack.com/`).
6. Click **Create Connection**.

### SDK Channels

The **SDK Channels** tab lists all SDK channels configured for programmatic access to your agents. Each SDK channel provides a unique API key for web widget and mobile app integrations.

| Property    | Description                                                                     |
| ----------- | ------------------------------------------------------------------------------- |
| Name        | The channel name.                                                               |
| Environment | The environment this channel is associated with (dev, staging, or production).  |
| API Key     | The public API key for this SDK channel. Click the copy icon to copy it.        |
| Rate Limit  | The maximum requests per minute allowed for this channel. Unlimited if not set. |
| Status      | Whether the channel is **Enabled** or **Disabled**.                             |
| Actions     | Edit or delete the channel.                                                     |

**Add an SDK channel:**

1. Click **Add Channel**.
2. In the **Add SDK Channel** dialog, enter:
   * **Channel Name**: A descriptive name (for example, *Web Widget Production*).
   * **Project**: The project this channel is associated with.
   * **Environment**: The target environment: dev, staging, or production.
   * **Enabled**: Toggle on to activate the channel immediately.
   * **Rate Limit (RPM)**: Maximum requests per minute. Leave empty for unlimited.
   * **Allowed Origins**: Comma-separated list of allowed origins for browser-based integrations (for example, `https://example.com`, `https://app.example.com`).
3. Click **Create Channel**.

***