Billing
Billing helps you keep customer-facing services available and understand what your workspace can use. Review the current plan, available balance, included features, usage, and any self-service subscription actions offered to your workspace.
Navigation: Open General → Billing.
Review your plan and balance
At the top of the page, review the current plan and balance status. A Low balance or Balance depleted notice means usage-based features may need attention.
The plan summary can show limits or availability for Voice Agents, Campaigns, Knowledge Base, integrations, Shopify insights, and other features. A feature marked unavailable may be hidden or locked elsewhere in the workspace.
Review usage
Usage connects account-level balance changes with the customer activity your workspace handled during a selected period. Depending on the plan, it can summarize text requests, voice calls, and Knowledge Base activity along with the amount charged to the workspace balance.
Usage can arrive shortly after the underlying activity. Use activity pages for operational troubleshooting and Billing for the account-level summary.
Top up the balance
If Top Up Balance is available, choose a package or enter an allowed amount, review the payment summary, and confirm once. Wait for the success state before attempting another top-up.
If payment succeeds but the balance has not refreshed, reload the Billing page after a short wait and review Billing Activity.
Change plans
Plan changes let the workspace adapt when your team needs more or fewer customer-service capabilities. Available plans appear on the Billing page when self-service changes are supported. Compare the feature limits and effective timing shown in the confirmation dialog.
Before changing plans, review whether your current number of agents, campaigns, Knowledge Base items, connected stores, or integrations exceeds the new plan’s limits. The dialog may block a change until usage is reduced.
Do not close or repeat an upgrade while payment confirmation is pending. If self-service change is unavailable, use Manage Subscription or contact the person who manages your account as directed on screen.
Review billing activity
Billing Activity lists dated balance changes and charges. Use it to confirm top-ups and understand when account-level usage was recorded.
Troubleshoot customer billing
Billing is the only available page
Your workspace may require subscription attention. Review the plan status and follow the action shown on the page.
A feature is locked despite an active plan
Confirm the feature is included, its usage limit is not reached, and your user has permission. Refresh after a recent plan change.
A payment remains pending
Do not submit it repeatedly. Wait for the page to refresh, check Billing Activity, and contact support with the time and visible status if it does not settle.