Lesson 5: Account Setup & Navigation

Account Setup & Navigation

Creating Your Account

  1. Sign up at retellai.com
  2. You’ll get a free trial with limited minutes
  3. Add a payment method via Stripe to continue after trial

Workspace Basics

  • Each organization has a workspace — the top-level container
  • Workspaces contain agents, phone numbers, knowledge bases, and call logs
  • Access Control: invite team members and assign roles (Owner, Admin, Member)

API Keys

  • Navigate to Settings → API Keys
  • Your API key authenticates all API requests
  • Keep it secret — never expose in client-side code
  • Use webhook secrets to verify incoming webhook payloads

Billing

  • Pay-as-you-go per-minute pricing
  • Monitor usage in Settings → Billing
  • Set spending alerts to avoid surprises
  • See Billing Overview for details