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Setup and admin
Billing
Billing is where you start your trial, choose how many seats you pay for, turn add-ons on or off, update your card, and download past invoices. It is self-serve and managed by the workspace owner or an admin.
Where it lives
Open Billing from the More menu in the top bar. The workspace owner or an admin manages billing; other teammates who open the page are sent back to the dashboard. The top of the page shows the current price per agent seat. For questions about your bill, email support@usezentalk.com.
Start your free trial or subscribe
New workspaces start with a 7-day free trial of the full product. A card is needed to begin, and there is no charge on the day you add it.
- Click Add card & start free trial.
- Enter your card details and click Start free trial.
The page shows the monthly total you will be billed when the trial ends, based on the seats and add-ons you are using, and it updates as you add teammates or add-ons. A card that was already used for a trial starts a paid subscription right away instead. If you prefer to skip the trial, click Subscribe now instead. During a trial you can also click Upgrade to paid now at any time.
Seats
Each teammate with a login uses one seat. The Seats panel shows how many seats you have purchased and how many are in use.
- Use the minus and plus buttons to set the number of seats. You cannot go below the seats currently in use.
- Review the preview of the change, then click Update subscription.
- The Update subscription dialog shows exactly what happens. Adding seats charges a prorated amount for the rest of the current period now, and the confirm button shows the amount, for example Confirm & pay. Reducing seats costs nothing today and takes effect at your next renewal.
To invite people into your seats, click Manage teammates or go to Team.
Add-ons
Add-ons are a flat monthly price for the whole workspace, covering every teammate and every site, with no per-agent charge. Each one shows its price and whether it is On or Off.
- Recording: always-on session recording of every engaged visitor, browsable for 30 days. See Session Recordings.
- Live Monitoring: watch a live visitor's screen in real time with the View page button in the Inbox.
Click Turn on to see a preview of the cost and confirm; turning an add-on on charges a prorated amount now. Click Turn off and then Turn off at period end to schedule it to end: it stays active and billed until the end of your billing period, and no refund is issued for the current period. Until then you can click Resume to keep it.
Card and subscription
- Update card: enter a new card and click Save card. The current card's brand and last four digits show at the top of the plan.
- Cancel subscription: click it, then Confirm cancel. Your plan stays fully active until the end of the current period and then does not renew. You are not charged again and nothing is deleted.
- Resume subscription: if you change your mind before the period ends, resume and it renews as normal.
Previous invoices
Previous invoices lists your billing history, newest first, with the date, amount, and status of each. Click View to open an invoice or PDF to download a receipt for your records.
Calling wallet
If your workspace uses calling, the page also shows your calling wallet balance with a Top up shortcut. The wallet pays for calls, texts, and AI confirmation calls, and it is separate from your subscription. See Numbers & Wallet.
Billed through Shopify
If your workspace is billed through Shopify, the page shows Billed through Shopify instead. Charges are collected on Shopify's billing cycle, and you manage payment, invoices, and cancellation from your Shopify admin under Settings, Apps and sales channels.
