Billing & Wallet Setup Guide

1. Where to Find Billing

• Go to Settings (usually a gear icon in the sidebar).
  
  

• Click the “Billing” tab.
  

  • Don’t see it?
    Not all users have access—usually, only admins/owners can manage billing. If it’s not your responsibility, no worries!
    
    

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2. Wallet Overview

The Billing section will show you:

• Wallet Balance:
  Your current funds available for calls, AI usage, etc.
  
  

• Manual Balance Top-Up:
  Add funds as a one-time action.
  
  

• Automatic Payments:
  Turn this on for peace of mind—your wallet will refill automatically when it drops below a certain amount.
  
  

• Monthly Usage Summary:
  See how much you’ve spent this month.
  
  

• Transaction History:
  Every outbound/inbound call, AI task, and balance top-up will show as a separate transaction.
  
  

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3. How to Add Funds / Connect Your Card

Manual Top-Up

1. Click “Add Balance”
   
   

2. Use the slider (or input box) to select how much to add.
   
   

3. Click “Top Up Wallet Balance”
   
   

4. If your card isn’t connected, you’ll be prompted to connect a credit card.
   
   

Automatic Payments

• Highly recommended!
  This ensures your balance never hits zero and calls/AI always work.
  
  

• How to activate:
  
  

  1. Click on the red “Not Active” button for automatic payments.
     
     

  2. Connect a credit card by entering your details, scanning the QR code, or sharing the payment link with someone else (for example, if your finance person needs to handle it).
     
     

  3. Once a card is connected, you can enable automatic payments.
     
     

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4. If You See a Red Bar Warning

• This means you need to connect your wallet before your AI system can process calls/automation tasks.
  
  

• Don’t delay! If your balance reaches zero:
  
  

  • Outbound calls (and other paid AI functions) will stop.
    
    

  • Inbound calls after a short ‘grace period’, all calls will pause until balance is restored.
    
    

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5. Best Practices

• Enable automatic payments: Avoid downtime due to missed payments or running out of balance.
  
  

• Check your usage regularly: The summary and transactions make it easy to monitor expenses and spot any unexpected spikes.
  
  

• Billing visibility:
  
  

  • If you don’t see the billing tab and believe you should, contact your account admin or support.