Docs/Billing & wallet

Billing & Wallet

Who this is for: anyone on your team who manages the account's plan or prepaid calling balance — usually the workspace owner.

Everything about money lives on one screen: Settings → Billing & wallet. It has five parts: your wallet balance, auto-recharge, your plan, your monthly usage/statements, and the full transaction ledger. This page walks through each one.

A note on naming: your provider may show this product under their own brand name instead of "CallOps" — the screens and steps below are the same either way.

Your plan

Your plan sets three limits: how many agents you can build, how many phone numbers you can have, and how many campaigns can run at the same time.

Plan Price Agents Numbers Concurrent campaigns
Starter $99/mo 1 1 2
Growth $249/mo 3 3 5
Scale $499/mo 10 10 10

The Billing page shows your current plan and its limits right at the top of the Plan card (for example, "Current: Growth — up to 3 agents, 3 numbers, 5 concurrent campaigns").

Changing plans

  1. Go to Settings → Billing & wallet.
  2. In the Plan card, find the plan you want and click Switch to [Plan Name].
  3. Your plan updates immediately — no downtime, no need to rebuild agents or campaigns.

Only workspace owners can change the plan. If you're not an owner, this section shows a message instead of the switcher.

The prepaid wallet

Calling isn't included in your plan price — it's paid for separately from a prepaid wallet. You add money to the wallet, and every call draws down from it.

The Wallet card at the top of the Billing page shows your current balance in large type, plus the balance at which you'll get a low-balance warning.

How call pricing works

Your account has a per-minute rate (shown right in the wallet card description, e.g. "Calls debit 35¢/min"). Here's exactly how a call turns into a charge:

  • Calls of 15 seconds or less are completely free — nothing is deducted, no matter how many you make.
  • Anything longer is billed by the minute, rounded up. A 61-second call is billed as 2 minutes, not 1 minute and 1 second — you always pay for the full minute you start, never a fraction less.
  • The math: charge = (call length in seconds × your per-minute rate) ÷ 60, rounded up to the next cent.

For example, at 35¢/min: a 90-second call costs 53¢ (rounded up from 52.5¢), a 10-second call costs $0, and a 15-second call costs $0 even though it's right at the line.

Adding money (topping up)

  1. Go to Settings → Billing & wallet.
  2. In the Wallet card, click one of the quick-add buttons — +$50, +$100, +$250, or +$500 — or type a custom dollar amount in the Custom amount (USD) box and click Top up.
  3. Custom amounts must be between $5 and $5,000.
  4. Your new balance appears immediately, and the top-up shows up in the ledger below.

Only workspace owners can top up the wallet.

Auto-recharge

Auto-recharge keeps your wallet from running dry so campaigns never pause for lack of funds. When it's on, the system watches your balance and tops it up automatically the moment it drops below a trigger amount you set — no manual top-ups needed.

Turning it on or off

  1. Go to Settings → Billing & wallet.
  2. In the Auto-recharge card, toggle Automatically top up when my balance runs low.
  3. Set two numbers:
    • When balance drops below ($) — the trigger. Must be between $5 and $500.
    • Add this amount ($) — how much to add each time it fires. Must be between $10 and $5,000.
  4. Click Save auto-recharge.

Once it's on, whenever your balance dips under the trigger, the system adds the configured amount automatically — you'll see a confirmation message and the top-up will appear in your ledger. Auto-recharge won't fire more than once in quick succession, so you won't get charged repeatedly if your balance hovers right at the trigger line.

Low balance warnings and the automatic campaign pause

Two independent safety nets protect you from surprise interruptions or overspending:

  1. Low-balance warning. Every account has a low-balance threshold (visible in the Wallet card as "Low-balance alert at [amount]"). When your balance drops below it, you'll see a warning banner at the top of every page: "Wallet low — top up to keep calling," with a direct link to top up.

  2. The 10-minute dialing buffer. Before the system places any outbound call, it checks that your wallet holds enough to cover 10 full minutes of talk time at your per-minute rate. If your balance falls under that buffer, any running campaign pauses itself automatically — it doesn't wait until you hit $0, and it doesn't let a campaign start a call it might not be able to pay for. You'll need to top up (or have auto-recharge do it for you) before the campaign can resume.

This buffer is deliberately conservative: it's not "enough for one more call," it's "enough for ten more minutes," so you have a real cushion to notice the warning and act before anything actually gets interrupted mid-flow.

Monthly usage & statements

The Monthly usage & statements card gives you a month-by-month record of activity for your books: for each month, it shows total calls, connected calls, total minutes, how much you added to your wallet (top-ups), and how much you spent on usage.

Click Download detail (CSV) in that card's header to export the full call-level detail (last 365 days) as a spreadsheet — useful for expense reports or reconciling with your own accounting.

The ledger (full transaction history)

The Ledger card at the bottom of the page is the complete, permanent record of every dollar that has ever moved through your wallet — this is the source of truth for your balance, not just a summary. Each row shows:

  • When the transaction happened
  • Type — a colored tag: top-up, debit (a call charge), adjustment, or refund
  • Amount — positive for money added, negative for money spent
  • Balance after — your wallet balance immediately following that transaction
  • Memo — a short description; call debits link directly to that call's detail page

The ledger shows your most recent 50 entries. Because every entry is permanent and never edited after the fact, you can always trust it to reconcile exactly against your statements.

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