Skip to main content

​
Overview

Your Agency Wallet is a prepaid balance that covers usage-based costs across all your sub-accounts — voice calls, messages, and other billable AI operations.
Critical: If your agency wallet balance goes negative, none of your sub-accounts will be able to use inbound or outbound AI voice calling. Keep it funded!

​
Setting Up Your Wallet

1

Access Billing Settings

Go to Settings > Billing in your workspace.
2

Add Funds

Click Add Balance and enter the amount you want to fund. Funds are available immediately.
3

Enable Auto-Pay

Turn on auto-pay to automatically refill your wallet when the balance drops below a threshold. This is strongly recommended to prevent service interruptions.

​
How It Works

  • Usage charges (voice minutes, messages) are deducted from your agency wallet in real time
  • If rebilling is enabled, your clients’ wallets are charged at your set rates — and the base cost is deducted from your agency wallet
  • You can monitor all transactions in the Billing Portal
Set your auto-pay threshold higher than your typical daily usage to avoid any gaps in service.

Subaccount Wallet

Client wallet setup

Billing Portal

View transactions and invoices

Rebilling

Set up automated client billing