Account

Overview

The Account Page allows you to manage your account settings and billing information. You can update your personal details, choose a subscription plan, and purchase additional minutes if needed.

Navigation

The page is divided into two main sections accessible via tabs:

• Account Settings
• Account Billing

Depending on your configuration, additional tabs may be available:

• [Company] Blue Phone Numbers — manage your messaging phone numbers and subscriptions (shown when your deployment includes messaging/iMessage capabilities).
• API Keys
• Verification

Account Settings

In this section, you can update your personal and company information.

• Company Name: Update the name of your company.
• Admin Name: Update the name of the account administrator.
• Admin Email: Update the email address of the account administrator.
• Profile Picture: Update your profile picture.

These settings can also be updated programmatically via POST /account/profile. See the Update user profile API reference.

Account Billing

In this section, you can manage your subscription plan and view your call time usage.

Manage Your Plan

• Current Plan: View details of your current subscription plan.
• Manage Subscriptions: If you are on a paid plan, click the “Manage Subscriptions” button to open the Stripe customer portal and manage your subscription.

Call Time Usage

• Call Time Progress: View your current call time usage against your total available call time.

Choose a Plan

• Available Plans: View and select from the available subscription plans. Each plan includes details such as the monthly cost, call time limit, and key features.
• Your Pick highlight: If you selected a plan during the onboarding flow (via the AI setup assistant) but have not yet activated it, that plan card is visually highlighted with a “Your pick” badge and a glow border. The card also shows a “Continue with this plan” button to make it easy to finish upgrading. The highlight is automatically cleared once you upgrade or own a messaging phone number.
• Select a Plan: Click on a plan to select it. If you are upgrading from the free plan, you will be redirected to a payment link. If you are already on a paid plan, you will be redirected to the Stripe customer portal.

Buy Extra Minutes

• Extra Minutes: If your selected plan includes the option to purchase extra minutes, you can do so by clicking the “Get extra minutes” button.
• Purchase Details: Extra minutes are purchased in 1000-minute blocks. The cost and key features of the extra minutes will be displayed.

Additional Information

• Book your AI workshop: If you are on the Enterprise plan, you can book an AI workshop by clicking the provided link.
• Upgrade banner: While you are on the free tier, a banner is shown at the top of the dashboard nudging you to upgrade. If you previously selected a plan during the AI-assisted onboarding flow, the banner personalises its message — “Pick up where you left off — activate your {Plan} plan” — and links directly to the Account Billing tab. Once you upgrade or acquire a messaging phone number, the banner and the stored plan preference are automatically cleared.