How to Manage Settings and Billing for RoboTalker
Learn how to manage settings and billing in RoboTalker's user portal. This tutorial covers updating account details, adjusting notification preferences, and handling billing securely. This comprehensive video tutorial provides step-by-step instructions, practical examples, and expert tips for getting the most out of RoboTalker's features. Whether you're using this for business marketing, customer service, political campaigns, or nonprofit outreach, you'll find actionable advice to achieve your communication goals.
Related Topics: RoboTalker billing, manage account settings, automated calling billing, SaaS billing tutorial, update payment info
Video Transcript
Managing your RoboTalker account settings and billing is straightforward. Let me walk you through the process.
First, log into your RoboTalker portal and click on your profile icon in the top right corner. Select 'Account Settings' from the dropdown menu.
In the Settings tab, you can update your personal information like email address, phone number, and notification preferences. Make sure your contact information is current so you receive important account updates.
You can also set your timezone here, which is important for scheduling campaigns. Select your local timezone from the dropdown menu.
Next, let's look at the Billing section. Click on the 'Billing' tab to view your current plan, usage, and payment methods.
Here you can see your current balance, recent transactions, and upcoming charges. To update your payment method, click 'Update Payment Info'. Enter your new credit card details securely. All payment information is encrypted and PCI compliant.
You can also download invoices for your records. Just click on any transaction to view and download the PDF invoice.
If you need to upgrade or downgrade your plan, click 'Change Plan'. You'll see all available options with pricing details. Changes take effect immediately or at the start of your next billing cycle.
For any billing questions or issues, use the 'Contact Support' button to reach our billing team directly.
First, log into your RoboTalker portal and click on your profile icon in the top right corner. Select 'Account Settings' from the dropdown menu.
In the Settings tab, you can update your personal information like email address, phone number, and notification preferences. Make sure your contact information is current so you receive important account updates.
You can also set your timezone here, which is important for scheduling campaigns. Select your local timezone from the dropdown menu.
Next, let's look at the Billing section. Click on the 'Billing' tab to view your current plan, usage, and payment methods.
Here you can see your current balance, recent transactions, and upcoming charges. To update your payment method, click 'Update Payment Info'. Enter your new credit card details securely. All payment information is encrypted and PCI compliant.
You can also download invoices for your records. Just click on any transaction to view and download the PDF invoice.
If you need to upgrade or downgrade your plan, click 'Change Plan'. You'll see all available options with pricing details. Changes take effect immediately or at the start of your next billing cycle.
For any billing questions or issues, use the 'Contact Support' button to reach our billing team directly.
Frequently Asked Questions
Learn how to manage settings and billing in RoboTalker's user portal.
This feature helps you save time, improve communication efficiency, and reach your audience more effectively. Whether for marketing, customer service, or outreach campaigns, automated communication streamlines your operations.
Yes! This tutorial is designed for users of all experience levels. We walk through each step clearly, so even if you're new to RoboTalker, you'll be able to follow along easily.