Run a workspace on InboundX

What a workspace is

A workspace is your own pay-per-call business under your own brand. Publishers send calls to your campaigns, your agents answer them in a browser, and agents pay you per call through the payment processor you connect. Your agents and publishers see your brand, on your own web address.

Set up

In this order:

1. 1Activate, if asked. A workspace on a free trial uses the console straight away and pays its first month when the trial ends. A workspace that owes its first month pays it on Activation; until then only Activation and Billing open.
2. 2Brand and address. Set your name, logo and colours in Branding, and add your own web address in Domains if you want one.
3. 3Payments. Connect your payment processor in Payments so agents can add money to their wallets.
4. 4Campaigns. Create a campaign with its price, hours, states and a criteria set. A campaign without criteria cannot bill.
5. 5Team. Invite managers and agents in Team, then add agents to a campaign's roster and allow them under Availability. Agents may also need to finish training, the compliance sheet and the identity check before they take calls.
6. 6Publishers. Add a publisher, send them their setup guide link, and switch a campaign on for them when they are ready.

How calls reach your agents

1. 1A publisher sends a call to one of your campaigns, either as a real-time bid (a ping first, then the call) or to a phone number.
2. 2The call goes to an agent who is live on that campaign and allowed to take it. If nobody can, the ping is declined.
3. 3Every ping and its result is on the RTB page. The reason tells you what to fix: the campaign is paused or not live yet, the caller's state or zip code is not accepted, a cap is reached, or the workspace is out of call balance or locked.
4. 4When an agent cannot take calls, check their approval, suspension, balance, training and Availability. The diagnose tools in MCP name the exact reason.

Billing, explained

Three kinds of money move, and each has its own page. This section explains them; it changes nothing.

You and the platform. Your workspace pays a monthly fee and keeps a call balance that calls use. Billing shows both, and is where you add call balance and manage the subscription. Calls stop when the workspace is locked, which happens when a monthly charge still declined after its last retry, or when the call balance runs out, counting any overdraft your plan allows. On a plan that bills usage monthly, the balance does not stop calls.

Your agents and you. Agents add money to their wallets through your processor and are charged per call at the campaign's price. Wallets shows their balances. When an agent disputes a charge, you decide it in Disputes after opening the call.

You and your publishers. Payables shows what you owe each publisher for calls, by week. It does not pay them or mark anything paid.

How-to for every console page

One short page per console page: what it is for, how to use it, and common problems.

Connect an AI assistant

Owners can connect Claude, ChatGPT, Cursor or any MCP app to their workspace. It looks things up, diagnoses problems and makes changes you confirm. See the tools it gets.