Add a one-time top-up
1
Go to Usage
From your dashboard, select Usage in the sidebar. You’ll see your current balance and available credit options.
2
Click Add credits
A dialog opens with quick-pick amounts (25, $100) and an Other option for a custom amount. Choose a preset or click Other to enter your own.
3
Enter your amount
Type a dollar amount in the Enter amount field. The minimum is 10,000 per transaction.
4
Complete checkout
Click Buy [amount] of credits. You’ll be taken to a payment page where you can enter or select a card. Once confirmed, credits are added immediately to your balance.
Credits are purchased at 1:1 — buy 20 of balance. This is separate from plan-included usage: included credits are consumed first, then your purchased balance.
Turn on auto-reload
Auto-reload charges your saved card automatically when your balance drops below a threshold you set, bringing it back up to a target amount you choose. This ensures your agents never pause mid-conversation.1
Save a card first
Buy credits at least once to save a payment card to your account. Auto-reload needs a saved card on file.
2
Go to the Auto-reload section
Scroll to Auto-reload on the Usage page. You’ll see two fields: When balance reaches and Bring balance up to.
3
Set your threshold and target
- When balance reaches: The dollar amount that triggers a charge (default: $5).
- Bring balance up to: The dollar amount you want after the charge (default: $15).
4
Turn it on
Toggle the switch to On or click Turn on. If auto-reload is already active, click Update to save new threshold or target amounts.
Auto-reload only charges when your balance is genuinely low. If you already have plenty of credits, it won’t trigger until you’ve used enough to hit the threshold.
Set a monthly spend limit
Prevent unexpected overages by capping how much you spend in a billing period. When you hit the limit, your agents pause until the next billing period begins or you raise the limit.1
Go to Monthly spend limit
On the Usage page, scroll to the Monthly spend limit section.
2
Click Set a limit
Enter a dollar amount in the field that appears. This is the maximum you’ll spend in the current billing period.
3
Save
Click Save. Your limit is now active.
4
Change or remove anytime
Click Change to edit the limit or Remove to delete it entirely. Removing a limit means no cap applies to the current period.
The monthly spend limit applies to period usage only—it caps how much you burn from both your included and purchased credits. Once a billing period ends, the counter resets.