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Platform / Workspace

■ WORKSPACE, TEAM AND BILLING

Keep your team, access and invoices in order

A short page for the people who run the account.

Included in every plan. Plans in rupees from ₹4,999 a month, delivery included.

Same customer profiles everywhere A person approves every send Works inside your rules

LIVE PREVIEW · SAMPLE DATA

EMAIL✦SMS✦WHATSAPP✦RCS✦PUSH✦IN-APP✦EMAIL✦SMS✦WHATSAPP✦RCS✦PUSH✦IN-APP✦EMAIL✦SMS✦WHATSAPP✦RCS✦PUSH✦IN-APP✦EMAIL✦SMS✦WHATSAPP✦RCS✦PUSH✦IN-APP✦

■ CAPABILITIES

Five things the admin needs

See what you have used this month and download the tax invoice for your accounts team.

ON

Team members and roles

Give each person only what they need.

  • Admin, marketer and analyst
  • Only what each person needs
  • Change roles any time
TEAM MEMBERS AND ROLES · SAMPLE VIEW
Step 1Admin, marketer and analystOn
Step 2Only what each person needsLive
Step 3Change roles any timeReady

■ CONTROL

Built to be checked, not trusted blindly

AT A GLANCE — 01 / 06

Now viewing: Roles for every teammate. Admin, marketer and analyst. Only what each person needs.

■ HOW IT WORKS

Three steps from start to result

11

Invite the team

Assign roles.

22

Turn on two-step sign-in

Required for staff.

33

Watch usage

Upgrade when you near a limit.

■ OVERVIEW

Workspace: team, access and invoices

Roles that fit the team

Invite colleagues as admins, marketers or analysts. Each role sees and edits only what it needs.

A record of changes

The audit log lists who changed what and when, so a mistake is easy to trace.

Billing in rupees

See usage against your plan, pay by UPI, card or net banking and download a GST invoice each month.

■ COMPARE

Starter plan or Growth plan?

COMPAREStarter planGrowth plan
Best forTeams starting with core journeysTeams running every channel at scale
SeatsFewerTen
FeaturesCore journeys and segmentsFoxAI and every channel module
DeliveryEmail and SMS delivery includedEmail and SMS delivery included

Note: Confirm exact limits on the pricing page.

■ USE CASES

Where teams use Workspace

New hire access

Add a marketer without giving billing access.

Agency access

Invite an agency with limited roles.

Audit request

Show who changed a journey and when.

Finance

Download GST invoices for each month.

Plan check

See usage before a big campaign.

Offboarding

Remove access the same day.

■ FOXAI

AI features that help, with a person in charge

COPILOT

Who can do what

Ask who has access to billing and review the answer.

PREDICTIVE

Usage forecast

See when you may reach a limit.

RISK

Unusual sign-ins

Flags sign-ins from new places for review.

ASSIST

Summarise changes

A plain summary of last week’s audit log.

■ BEST PRACTICES

Get it right from the start

01

Use roles, not shared logins

Everyone gets their own account.

02

Turn on two-step sign-in

Protect admins first.

03

Review the audit log

Check changes before big launches.

04

Set a billing owner

One person receives invoices.

05

Watch usage

Check limits before large sends.

06

Remove access promptly

Offboard on the last day.

■ QUESTIONS

Questions, answered plainly

Short answers about Workspace.

Still curious? Talk to us →

Yes, with roles.

Yes. Every change is recorded.

Yes, with our GSTIN and 18% GST shown separately.

Yes, from the Billing screen.

Open Workspace, then Team, and send invites by email.

UPI, card and net banking through Cashfree.

Yes, with your GSTIN.

Yes, against your plan limits.

■ RELATED READING

Guides from the help centre

■ WORKS WELL WITH

Connects to the rest of the platform

▲

See Workspace with your own data

Start a free workspace, connect a data source and send your first journey, or book a guided demo.

See your own customers in Flowfox this week.

Start a free workspace, connect a data source and send your first journey. Or book a guided demo.