Workspace
Members and roles, plans and limits, usage tracking, and the security controls available to administrators.
Your workspace owns your agents, contacts, data and billing. You created one when you signed up, and your personal account can belong to several.
Members and roles
Invite people from Settings → Members. There are three roles:
| Role | Can do |
|---|---|
| Owner | Everything, including billing and transferring ownership |
| Admin | Manage agents, data, contacts and members |
| Member | Work with agents and conversations |
The number of members you can have is a plan limit.
Plans and limits
Every allowance — agents, interactions, storage, team members, evaluation limits and how many agent versions are kept — is listed in the plan limits reference. That page is generated from the platform's own plan configuration, so it cannot drift from what is actually enforced.
The free plan is called Starter. Prices and the current feature-by-plan breakdown are on the pricing page — that page is the authority on what costs what.
Some features are only available from a certain plan, including WhatsApp, agent versioning, memory, and custom skills and tools. The pricing page lists which.
Usage
Open Settings → Usage in the dashboard to see interactions consumed this month, what is left, and a breakdown by agent. Allowances reset at the start of each calendar month.
Read interaction counting to understand exactly what is counted — it is not one per message.
Billing
Owners manage the subscription from Settings → Subscription: change plan, update payment details, and see invoice history.
- Upgrading takes effect immediately and is prorated.
- Downgrading takes effect at the end of the current billing period, so you keep what you paid for.
Security
- Personal data in contacts and data tables is encrypted at rest.
- Channel credentials and tool auth headers are write-only — stored encrypted, never returned.
- Actions on personal data are recorded in an audit log, with the data itself redacted.
- Administrators of the platform are subject to mandatory multi-factor authentication.
Read security and privacy for what is held, how long it is kept, which AI providers see your conversations, and what you are responsible for.
Data export and deletion
You can export everything held about a contact, which is what a right-of-access request needs. Deletion requests are handled through the same area.
Related pages
KlicForge Inbox
Handle live conversations from your phone — see which ones need a person, take over, reply, and get alerted the moment an agent asks for help.
Security and privacy
What KlicForge holds, how long it is kept, which AI providers see your conversations, and what you are responsible for as the workspace running the agent.