Business Management
Creating and managing isolated workspaces for your agents.
In Iqra AI, a Business acts as a "Workspace" or "Project Container."
It is the fundamental unit of isolation. An Agent, Script, or Phone Number belongs to exactly one Business. This ensures that data, logs, and API keys never leak between different projects or clients.
The Businesses Tab
Upon logging in to the User Dashboard, you land on the Businesses Tab. This is your portfolio view.
- Card View: Displays all workspaces you own or have access to.
- Search: Quickly filter businesses (optimized for agencies managing 100+ clients).
- Metadata: See at a glance the active plan or status of the workspace.
Creating a Business
Click "Add Business"
Located in the top right corner of the Businesses tab.
Configure Identity
- Name: The display name (e.g., "Medina Dental Clinic").
- Logo: (Optional but Recommended) Upload a brand icon.
Confirmation
Once created, the new business card will appear in your list immediately.
Accessing the Workspace
To start building, you must enter the Business Context.
Simply click on the Business Card.
- URL Change: You will move from
/businessesto/business/{id}/overview. - Sidebar Change: The sidebar will switch from "Platform Management" (Billing, API Keys) to "Builder Tools" (Agents, Scripts, Routing).
Where do I go next?
Once inside a Business, you are ready to build. Check out the Build & Deploy section to start creating:
Deleting a Business
You can delete a business from the card menu (... icon).
Irreversible Action
Deleting a business is destructive. It will permanently remove:
- All Agents, Scripts, and Flow configurations.
- All Conversation History, Recordings, and Logs.
- Phone Numbers: Connected numbers may be released or disconnected depending on the carrier integration.