Guide

Prepaid wallets, no card on file.

Agents fund a wallet, calls debit it, credits refill it. Nobody chases an invoice and nobody runs a tab. This is how the ledger behaves in every case you'll hit.

Top-ups

Agents add funds from the portal — preset amounts or any figure — through hosted checkout. The wallet credits the moment the payment settles, and the receipt carries your platform name. We reconcile every top-up against the payment vendor by reference, so a missed webhook can't leave money unrecorded.

Runway

The portal shows balance as calls of runway at the cheapest line the agent is on, because "$140" means nothing at 2am and "28 calls" does. Low-balance nudges go out before the wallet hits zero.

Charges and credits

A qualified call debits the line price. A resolved dispute credits it back. A refund posts as its own row. Every movement is visible to the agent on the call it belongs to and to you in the workspace ledger.

Negative balance

A call can settle for more than the wallet held — a tier bump, a last-second price change. When it does, the agent's account is locked from receiving new calls until the debt clears. Their next top-up pays the debt first, then credits the balance. The portal says exactly this, in those words.

Prepaid tiers

On any line you can publish a tier: a block of calls bought up front at a lower per-call price, with queue priority on that line. The agent pays the block from the wallet; each qualified call consumes one from the block until it's empty, then falls back to the standard price. Tiers are the cleanest way to reward committed agents without touching the base price.

Team funding

An agent who runs a downline can fund it from their own wallet. The transfer posts as two ledger rows and the receiving agent sees where it came from.

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