Managing Credit Balance

Manage Credit Balance involves overseeing and controlling the available credit within an account or system.

To keep track of your SMS usage and credit transactions in Agentcis, you can monitor all activities from the Credit Balance tab. This section provides a detailed log of credit purchases, usage, and the remaining balance for each phone number.

Step 1: Go to the Settings section from the side navigation bar.

Step 2: Click on Phone Settings.

Step 3: Select the Credit Balance tab from the top of the Phone Settings page

Step 4: The following columns provide detailed information for each credit activity:

  • Date: Shows the date and time the activity occurred.

  • Phone: Displays the phone number associated with the activity.

  • Type: Indicates whether the activity was a Credit Purchase or Credit Used.

  • Billed By: Identifies the user who purchased the credit.

  • Sender: Displays the user who sent the SMS.

  • Status: Indicates the delivery status of the SMS (Delivered, Failed, etc.).

  • Credit Amount:

  • Credit purchased appears in green

  • Credit used appears in red

  • Credit Balance: Shows the remaining balance available for that phone number.

This log enables effective monitoring of SMS usage and helps ensure your phone numbers maintain enough balance for continuous client communication.

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