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Environments let you maintain separate configurations for different stages of your workflow, such as production and development. Once you create environments, you can set environment-specific overrides for secrets and REST API connection groups. Navigate to Settings > Organization > Environments to manage your environments.

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Creating an Environment

Click Add Environment to open the creation dialog:
  • Name - A unique label for the environment (e.g., “Production”, “Development”)
Environment names must be unique within your organization. Names are case-insensitive, so “Production” and “production” are treated as the same name.

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Editing an Environment

Click the pencil icon on an environment’s row to rename it. The same uniqueness rules apply.

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Deleting an Environment

Click the trash icon on an environment’s row and confirm the deletion. Any secret overrides or connection group mappings associated with the deleted environment will be removed.

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Using Environments

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Secret Overrides

When environments exist, the Secrets form shows an Environment Overrides section. This lets you store a different value for a secret in each environment. For example, an API key might point to a sandbox endpoint in development and a live endpoint in production. Each secret has a default value that applies when no environment override matches. Add overrides by selecting an environment and entering the environment-specific value.

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Connection Group Overrides

REST API connection groups can map each environment to a different connection. This lets workflows route API calls to the correct endpoint based on the active environment.

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Campaigns and Phone Numbers

Environments are assigned at the point where calls originate:
  • Campaigns - Set an environment when creating a campaign so all outbound calls in that campaign use environment-specific connections and secrets.
  • Phone Numbers - Set an environment when configuring a phone number so all inbound calls to that number use environment-specific connections and secrets.

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Searching

Use the search bar to filter environments by name.

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Visibility

Environments is only visible to Admin, IT Admin, and Executive roles. Creating, editing, and deleting environments requires Admin or IT Admin.