Recharge your wallet and set auto-recharge

The salestrack wallet is a prepaid balance. It pays for WhatsApp messages, replies and summaries from the AI agent, and SMS. If it runs out, messages cannot be sent, so it is worth setting up auto-recharge once.

Before you start

• Only the Owner can pay and change wallet settings. Admins can view billing but not pay.
• Keep a UPI app, card or net banking login ready.
• Check your GSTIN and billing address in Settings › Billing & wallet › Billing details so your invoices are correct.

Recharge your wallet

1. Open the wallet. Click the wallet balance in the top bar. A popover shows your balance, what you used this month and your last recharge.
2. Click Add money. The recharge panel opens. You can also open it with Recharge in Settings › Billing & wallet, or from a low balance banner.
3. Choose the currency. Switch between INR and USD. It starts on your business currency.
4. Pick an amount. Tap one of the quick amounts, or choose Other amount and type your own. A minimum amount applies.
5. Check the total. The panel shows the message prices, the GST line and the total you will pay.
6. Pay. Click Pay and complete payment by UPI, card or net banking. Your new balance shows in the top bar.

Set auto-recharge and low balance alerts

1. Open billing. Go to Settings › Billing & wallet and find the Wallet card.
2. Turn on Auto-recharge. salestrack then adds money by itself when your balance drops below a set level. The card shows the amount it adds and the level that triggers it.
3. Turn on Low balance alert. You get a notification when the balance is running low, so you can recharge in time.

If something goes wrong

• A payment failed. In Settings › Billing & wallet › Invoices & payments, find the failed payment and click Retry. The recharge panel opens again.
• Low balance during a broadcast. salestrack offers to send to the first part of your list only, or to recharge first.
• I cannot see Add money. Your role may not include billing. Ask the account owner.

Payment taken but balance not updated? Message us on WhatsApp at +91 80860 14345 or email harshad@dentobees.com.