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Manage billing and usage

Complete guide to track costs, manage your Agoralia subscription, configure billing settings, and understand plan limits and features.

Overview​

The Billing & Usage section allows you to:

  • View your current plan and subscription status
  • Track usage and costs
  • Manage billing information and payment methods
  • Configure budget limits and alerts
  • Upgrade or downgrade your plan
  • View invoices and payment history

Prerequisites​

  • ✅ Admin access to workspace billing settings
  • ✅ Active billing account or trial period

Accessing Billing​

  1. Navigate to Settings

    • Click Settings in the sidebar
    • Go to Accounts & Billing section

  2. Billing Page

    • View your current plan
    • Check usage statistics
    • Manage billing settings

Understanding Plans​

Agoralia offers four subscription plans:

Free Plan​

Perfect for: Testing, small projects, personal use

Limits:

  • 1 Agent maximum
  • 1 User (seat)
  • 1 Concurrent Call maximum
  • 1 Language supported
  • 0 Workflows
  • CSV Import only

Features:

  • Basic AI calling
  • Lead management
  • Campaign creation
  • Call monitoring

Trial: 14-day free trial (credits required to make calls)

Core Plan​

Price: €29/month

Perfect for: Small businesses, startups

Limits:

  • 5 Agents maximum
  • 3 Users (seats)
  • 3 Concurrent Calls maximum
  • 3 Languages supported
  • 3 Workflows maximum
  • 1,000 Minutes per month included
  • CRM Integrations: HubSpot, Zoho, Odoo, CSV

Features:

  • Everything in Free
  • Weekday scheduling (calendar_week_day)
  • Multiple agents
  • CRM integrations
  • Team collaboration (3 users)

Pro Plan​

Price: €79/month

Perfect for: Growing businesses, professional use

Limits:

  • 20 Agents maximum
  • 10 Users (seats)
  • 10 Concurrent Calls maximum
  • Unlimited Languages
  • Unlimited Workflows
  • Unlimited Minutes (pay-as-you-go)
  • CRM Integrations: HubSpot, Zoho, Odoo, CSV

Features:

  • Everything in Core
  • Full calendar scheduling (calendar_full)
  • Advanced analytics
  • Role-based access control (RBAC)
  • Priority support
  • API access

Enterprise Plan​

Price: Contact Us (custom pricing)

Perfect for: Large organizations, high-volume use

Limits:

  • Unlimited Agents
  • Unlimited Users (seats)
  • Unlimited Concurrent Calls
  • Unlimited Languages
  • Unlimited Workflows
  • Unlimited Minutes
  • CRM Integrations: HubSpot, Zoho, Odoo, CSV + Custom integrations

Features:

  • Everything in Pro
  • Single Sign-On (SSO)
  • SLA guarantee
  • Data residency (EU)
  • Custom data retention policies
  • Premium AI models
  • Bring Your Own (BYO) Telephony
  • Custom integrations
  • Dedicated success manager
  • Enterprise security features
  • Dedicated support

Contact: Enterprise plans require custom setup. Contact sales for pricing and features.

Plan Comparison​

FeatureFreeCoreProEnterprise
Agents1520Unlimited
Users1310Unlimited
Concurrent Calls1310Unlimited
Languages13UnlimitedUnlimited
Workflows03UnlimitedUnlimited
Monthly MinutesPay-as-you-go1,000UnlimitedUnlimited
CRM IntegrationsCSV onlyHubSpot, Zoho, OdooHubSpot, Zoho, OdooHubSpot, Zoho, Odoo + Custom
SchedulingBasicWeekdayFull CalendarFull Calendar
AnalyticsBasicBasicAdvancedAdvanced
Roles & Permissions❌❌✅✅
API Access❌❌✅✅
SupportCommunityEmailPriorityDedicated
SLA❌❌❌✅
SSO❌❌❌✅
Data Residency———EU
Success Manager❌❌❌✅
Price€0/month€29/month€79/monthContact Us

Viewing Your Current Plan​

Plan Overview​

The billing page shows:

  • Current Plan: Your active subscription plan
  • Plan Status: Active, Trialing, Cancelled, etc.
  • Trial Days Left: If on free trial
  • Renewal Date: Next billing date
  • Plan Fee: Monthly subscription cost (if applicable)

Plan Details​

Click on your plan to see:

  • Plan Limits: Current limits vs. plan limits
  • Usage: How much you've used
  • Features: Available features for your plan

Monitoring Usage​

Usage Statistics​

View detailed usage statistics:

Current Month:

  • Minutes Used: Total minutes called this month
  • Minutes Billed: Minutes synced to billing system
  • Total Cost: Total cost for current month
  • Breakdown: Cost breakdown by component

Usage History:

  • Daily Usage: Day-by-day breakdown
  • Monthly Usage: Month-by-month trends
  • Cost Trends: Spending over time

Usage Limits​

Free Plan:

  • Pay-as-you-go (credits required)
  • After trial, upgrade required

Core Plan:

  • 1,000 minutes per month included
  • Overage charges apply after limit

Pro Plan:

  • Unlimited minutes
  • Pay-as-you-go pricing

Enterprise Plan:

  • Unlimited minutes
  • Custom pricing

Managing Budgets​

Budget Limits​

Set monthly spending limits:

  1. Go to Billing → Budget
  2. Set Monthly Budget:
    • Enter budget amount in euros
    • Budget applies to all usage
  3. Set Warning Threshold:
    • Percentage of budget (default: 80%)
    • Receive alerts when threshold reached
  4. Save Budget

Budget Alerts:

  • Email notification when threshold reached
  • In-app notification
  • Budget exceeded warning

Auto Top-Up​

Enable automatic top-up when balance is low:

  1. Enable Auto Top-Up
  2. Set Threshold:
    • Amount in euros (e.g., €50)
    • Or percentage of budget (e.g., 20%)
  3. Set Top-Up Amount:
    • Amount to add when threshold reached
    • (e.g., add €100 when balance drops to €50)
  4. Save Settings

How it Works:

  • When balance reaches threshold, top-up is triggered automatically
  • Payment method on file is charged
  • Balance is replenished

Billing Information​

Update Billing Details​

Manage your billing information:

  1. Go to Billing → Billing Information
  2. Update Details:
    • Name: Billing contact name
    • Email: Billing email address
    • Phone: Contact phone number
    • Address: Billing address
    • Tax IDs: VAT numbers, tax IDs
  3. Save Changes

Important: Keep billing information current to avoid payment issues.

Payment Methods​

View Payment Method:

  • Go to Billing → Payment Methods
  • See current payment method on file
  • View last 4 digits of card

Update Payment Method:

  • Click "Update Payment Method"
  • Redirected to secure payment portal
  • Add or update payment method

Payment Portal:

  • Secure Stripe-hosted portal
  • Manage payment methods
  • View payment history
  • Download invoices

Invoices and Payments​

View Invoices​

  1. Go to Billing → Invoices
  2. View Invoice List:
    • Invoice number
    • Date
    • Amount
    • Status (Paid, Pending, Failed)
  3. Download Invoice:
    • Click on invoice to download PDF
    • Invoices include all charges

Payment History​

View complete payment history:

  • Subscription Payments: Monthly plan fees
  • Usage Charges: Pay-as-you-go charges
  • Top-Ups: Manual or automatic top-ups
  • Refunds: Any refunds issued

Upgrading Your Plan​

Upgrade Process​

  1. Go to Billing → Plans
  2. Select New Plan:
    • Compare plans
    • Choose plan that fits your needs
  3. Review Changes:
    • New limits
    • New features
    • Price difference
  4. Confirm Upgrade:
    • Redirected to checkout
    • Complete payment
    • Plan upgraded immediately

Upgrade Benefits:

  • Immediate access to new features
  • Higher limits
  • Better support
  • More integrations

Downgrading Your Plan​

  1. Go to Billing → Plans
  2. Select Lower Plan
  3. Review Impact:
    • Reduced limits
    • Feature restrictions
    • What you'll lose access to
  4. Confirm Downgrade:
    • Plan downgraded at end of billing period
    • Access continues until period ends

Important:

  • Downgrades take effect at end of billing period
  • You keep access until period ends
  • Data is preserved, but limits apply

Trial Period​

Free Trial​

Duration: 14 days

Included:

  • Access to Free plan features
  • Full platform access
  • No subscription fee during trial

Important:

  • Credits required: You must add credits to your account to make calls, even during the trial period
  • Calls are charged from your credit balance based on usage
  • No minutes are included - all calls consume credits

Trial Expiration:

  • Trial ends after 14 days
  • Upgrade required to continue
  • Data is preserved

Trial Status:

  • View trial days remaining
  • See trial expiration date
  • Upgrade before expiration

Best Practices​

Budget Management​

  • ✅ Set Realistic Budgets: Set budgets based on expected usage
  • ✅ Enable Alerts: Set warning thresholds to avoid surprises
  • ✅ Monitor Regularly: Check usage weekly or monthly
  • ✅ Use Auto Top-Up: Prevent service interruptions

Cost Optimization​

  • ✅ Choose Right Plan: Select plan that matches your needs
  • ✅ Monitor Usage: Track usage to identify trends
  • ✅ Optimize Calls: Reduce call duration where possible
  • ✅ Review Regularly: Review costs monthly

Plan Selection​

  • ✅ Start Small: Begin with Free or Core plan
  • ✅ Upgrade When Needed: Upgrade when you hit limits
  • ✅ Consider Usage: Factor in expected call volume
  • ✅ Team Size: Consider number of users needed

Troubleshooting​

Payment Failed​

Possible Causes:

  • Expired payment method
  • Insufficient funds
  • Card declined

Solutions:

  • Update payment method
  • Check card balance
  • Contact bank if needed
  • Retry payment

Usage Not Updating​

Possible Causes:

  • Delay in usage sync
  • Billing system processing

Solutions:

  • Wait a few minutes
  • Refresh the page
  • Contact support if persists

Budget Alerts Not Working​

Possible Causes:

  • Email notifications disabled
  • Wrong email address
  • Threshold not set

Solutions:

  • Check notification settings
  • Verify email address
  • Set warning threshold

Plan Limits Reached​

Problem: You've reached plan limits (agents, users, etc.)

Solutions:

  • Upgrade Plan: Upgrade to higher plan
  • Remove Unused Resources: Delete unused agents/users
  • Contact Support: Discuss custom limits

Next Steps​

Additional Resources​

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