August 3rd, 2026

Redesigned client management

Managing your clients is now clearer and faster, with redesigned screens for client accounts, workspaces, users, and security.

What's new

  • Client list. See all your clients in a single, smooth-scrolling list showing name, contact email, type, and status. Search and filter to find clients quickly, and add a new client from a simple side-panel form.

  • Client overview. Each client opens to an overview showing their setup readiness, billing status, and security status, with quick links into the other tabs.

  • Workspaces. Manage the workspaces assigned to a client: create, edit, and remove them, and see their voice providers and assigned resources. (The "Client Account Configuration" tab is now simply "Workspaces.")

  • Users. Add client portal users by email invite or manual setup, edit accounts, and manage pending invitations and resource access.

  • Security. For plans with IP access control, turn on IP allow/block rules per client, add rules with descriptions, and add your current IP to the allow list in one click, with a warning if you're about to lock yourself out.

  • Billing. View the client's plan and status, manage their usage packs, and send one-time payment requests.