Adding Funds & Auto-Recharge
Adding Funds & Auto-Recharge
Keeping your agency wallet funded is critical for uninterrupted calling operations. AgentTech Dialer gives you two convenient ways to add money to your wallet: manual top-ups through the Add Funds button, and automatic recharging that keeps your balance topped off without you lifting a finger. This guide walks you through both methods in detail.
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Adding Funds Manually
Whenever you need to add money to your wallet on demand, you can do so directly from your Agency Settings. Here's exactly how.
Step-by-Step: Adding Funds
- Navigate to Agency Settings from the main sidebar menu.
- Scroll to the Billing & Wallet section. You'll see your Current Wallet Balance displayed with a $ prefix (e.g., $320.00).
- Click the "Add Funds" button located right next to your current balance. This opens the Recharge Wallet Modal.
The Recharge Wallet Modal — Full Walkthrough
When the Recharge Wallet Modal opens, you'll see a clean, straightforward interface for adding money to your account. Here's everything inside:
#### Current Balance Display
At the top of the modal, your Current Balance is shown so you can see exactly how much you have before deciding how much to add. This helps you make an informed decision about the amount.
#### Amount to Add
Below the balance, you'll find the Amount to Add* field. This is a number input with a $ prefix where you type the exact dollar amount you want to add to your wallet. The field is required (marked with an asterisk).
You can type any amount directly into this field, or you can use the Quick Amount buttons for common amounts.
#### Quick Amount Buttons
To make things even faster, the modal provides six Quick Amount buttons:
- $25
- $50
- $100
- $250
- $500
- $1,000
Simply click any of these buttons, and the Amount to Add field will automatically populate with that value. This saves you from typing and ensures accuracy. You can still modify the amount after clicking a Quick Amount button if you want a slightly different number.
Tip: If you know your typical daily calling cost, pick a Quick Amount that covers at least a few days of operation. For example, if your agency spends about $150/day on calls, clicking $500 gives you roughly three days of runway.
#### Card Details
Below the amount, you'll see the Card Details* section. This is a secure card input field powered by Stripe where you enter your payment card information. You'll see fields for your card number, expiration date, and CVC code, all within a single, secure input area.
If you've previously added funds and your card was saved, you may see an option to select a saved card instead of entering new card details. This makes repeat top-ups even faster — just select your saved card from the dropdown and proceed.
If you want to use a different card, you can choose to enter a new card instead. The new card details will be securely processed, and you'll have the option to save it for future use.
#### Recharge Summary
Before you confirm, the modal displays a Recharge Summary section that shows:
- The amount you're about to add to your wallet.
This gives you a final chance to review everything before you commit.
#### Cancel and Add Funds Buttons
At the bottom of the modal, you'll find two buttons:
- Cancel: Closes the modal without making any changes. No charge is applied.
- Add Funds: Submits your payment. Once you click this button, your card is charged for the specified amount, and the funds are immediately added to your wallet balance.
After a successful payment, you'll see a confirmation message and your Current Wallet Balance will update to reflect the new amount. A Payment transaction will also appear in your Transaction History.
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Saved Payment Methods
AgentTech Dialer securely saves your payment card after your first successful top-up. This means:
- Future top-ups are faster. When you open the Recharge Wallet Modal again, you can select your saved card instead of re-entering all your card details.
- Auto-Recharge uses your saved card. If you enable Auto-Recharge (covered below), the system will automatically charge your saved card when your balance drops below your configured threshold.
- You can update your card at any time. If your card expires or you want to switch to a different card, simply enter new card details during your next manual top-up, and the new card will be saved.
Important: Keep your saved payment method up to date. If your card expires or is canceled, both manual top-ups and auto-recharge transactions will fail, potentially leading to a low balance and service interruption.
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Setting Up Auto-Recharge
Auto-Recharge is one of the most important features for any agency that relies on consistent calling operations. Once configured, it automatically adds funds to your wallet whenever your balance drops below a threshold you set — so you never have to worry about running out of funds mid-campaign.
Where to Find Auto-Recharge Settings
- Navigate to Agency Settings from the main sidebar.
- Scroll to the Billing & Wallet section.
- You'll see three Auto-Recharge settings right below your wallet balance and the Add Funds button.
Configuring Auto-Recharge
Here's what each setting does:
#### Auto-Recharge Threshold
- What it is: The dollar amount at which auto-recharge kicks in. When your wallet balance drops below this amount, the system triggers an automatic recharge.
- Input: A decimal number input with a $ prefix.
- Range: $0 to $10,000.
- How to set it: Think about your agency's hourly or daily calling costs. Set the threshold high enough that you have a comfortable buffer before your balance would actually reach zero. For example, if your agency typically spends $200/day on calls, setting the threshold at $100 to $200 is a good starting point.
#### Auto-Recharge Amount
- What it is: The dollar amount that will be charged to your saved payment card each time auto-recharge is triggered.
- Input: A decimal number input with a $ prefix.
- Range: $10 to $50,000.
- How to set it: This should be an amount that comfortably covers your calling activity for a reasonable period. Setting it too low means auto-recharge will trigger frequently (which is fine, but results in more transactions). Setting it higher means fewer transactions and a larger balance cushion.
#### Enable Auto-Recharge Toggle
- What it is: A toggle switch that activates or deactivates the auto-recharge feature.
- How to use it: Flip the toggle to the on position to enable auto-recharge. When enabled, the system will use your Auto-Recharge Threshold and Auto-Recharge Amount settings to automatically fund your wallet. Flip it off to disable auto-recharge (manual top-ups only).
Important: Auto-recharge will not work unless you have a saved payment method on file. Make sure you've completed at least one successful manual top-up (which saves your card) before enabling auto-recharge.
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How Auto-Recharge Works Behind the Scenes
Here's the step-by-step flow of what happens when auto-recharge is active:
- A call ends and is dispositioned. The system calculates the call charge and deducts it from your wallet.
- Your balance is checked. After every call charge, the system compares your new balance to your Auto-Recharge Threshold.
- If your balance is below the threshold, the system automatically charges your saved payment card for the Auto-Recharge Amount.
- Funds are added immediately. Your wallet balance is updated right away with the recharged amount.
- A transaction record is created. An Auto-Recharge entry appears in your Transaction History with the amount, the new balance, and a description referencing the automatic recharge.
This entire process happens in seconds, so your agents can continue making calls without any interruption.
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Example Walkthrough
Let's walk through a real-world scenario to see auto-recharge in action:
Setup
- Auto-Recharge Threshold: $100
- Auto-Recharge Amount: $250
- Enable Auto-Recharge: On (toggle enabled)
- Current Wallet Balance: $112.00
What Happens
- An agent finishes a call that costs $25.00 (a 5-minute call in a queue billed at $5.00/minute).
- The system deducts $25.00 from the wallet. New balance: $87.00.
- The system checks: Is $87.00 below the threshold of $100.00? Yes.
- Auto-recharge triggers: Your saved card is charged $250.00.
- Funds are added: $87.00 + $250.00 = $337.00.
- Your Current Wallet Balance now shows $337.00.
- Two new entries appear in your Transaction History:
- An Auto-Recharge of +$250.00 (with a balance after of $337.00).
Your agents continue calling without interruption, and you didn't have to do anything.
Another Example
Let's say your agency runs a high-volume campaign and you want maximum protection:
- Auto-Recharge Threshold: $500
- Auto-Recharge Amount: $1,000
- Current Balance: $520.00
An agent completes a call costing $30.00. New balance: $490.00. Since $490.00 is below the $500.00 threshold, auto-recharge fires and adds $1,000.00. New balance: $1,490.00. You now have plenty of runway for the rest of the day.
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What Happens If Auto-Recharge Fails?
Auto-recharge depends on successfully charging your saved payment card. If the charge fails, here's what happens:
Common Reasons for Failure
- Expired card: Your saved card has passed its expiration date.
- Declined transaction: Your card issuer declined the charge (insufficient funds on the card, fraud detection, spending limits, etc.).
- Canceled card: The card has been reported lost, stolen, or canceled.
What You'll Experience
- Funds are NOT added to your wallet. Your balance remains at the low level that triggered the recharge attempt.
- Low balance warnings appear. You'll see notifications in the platform warning you that your balance is critically low.
- Service interruption risk. If your balance reaches zero and no funds are added, your agents will not be able to make or receive calls (aside from the small credit buffer that prevents mid-call disconnection).
How to Fix It
- Go to Agency Settings → Billing & Wallet.
- Click "Add Funds" to open the Recharge Wallet Modal.
- Enter new card details to replace the expired or declined card.
- Add funds manually to bring your balance back up.
- Your new card will be saved, and future auto-recharge transactions will use it.
Pro tip: Set a calendar reminder to check your saved payment method whenever you receive a new credit or debit card. Updating your card details proactively prevents failed auto-recharge attempts.
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Recommended Auto-Recharge Configurations
Not sure what to set your threshold and amount to? Here are some suggestions based on agency size:
Small Agency (1–5 agents, light call volume)
- Threshold: $25–$50
- Amount: $100–$250
- This ensures you're never caught off guard, even with modest calling activity.
Medium Agency (5–20 agents, moderate call volume)
- Threshold: $100–$250
- Amount: $250–$500
- Gives you a comfortable buffer and reduces the frequency of recharge transactions.
Large Agency (20+ agents, high call volume)
- Threshold: $500–$1,000
- Amount: $1,000–$5,000
- High-volume operations need large thresholds and amounts to ensure continuous calling without interruption.
Adjust these values based on your actual usage patterns. You can always check your Transaction History to see how often auto-recharge triggers and fine-tune your settings accordingly.
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Tips for Keeping Your Wallet Funded
- Always enable Auto-Recharge. This is the single most important thing you can do to prevent service interruptions. Even if you prefer manual top-ups, auto-recharge acts as a safety net.
- Set a comfortable threshold. Don't set your threshold too low. If your agency burns through $200/day and your threshold is $10, there may not be enough time for auto-recharge to process before your balance hits zero. Give yourself a buffer.
- Keep your payment method current. Whenever you receive a new card (new expiration date, new card number), update it in AgentTech Dialer immediately. An outdated card is the #1 reason auto-recharge fails.
- Check your Transaction History for auto-recharge activity. Periodically review your Transaction History and filter for Auto-Recharge transactions. This tells you how often recharges are occurring and whether your threshold and amount settings are appropriate.
- Top up before big campaigns. If you know you have a high-volume calling day coming up (e.g., open enrollment, a product launch, or a marketing push), manually add extra funds ahead of time. Don't rely solely on auto-recharge for unusually heavy days.
- Use Quick Amount buttons for speed. When you need to add funds fast, the Quick Amount buttons ($25, $50, $100, $250, $500, $1,000) let you skip typing and get funds into your wallet with just a couple of clicks.
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Summary
Your wallet is the lifeblood of your calling operations. Whether you choose to add funds manually through the Recharge Wallet Modal or set up Auto-Recharge to handle it automatically, the goal is the same: keep your balance positive so your agents can keep calling. Use the tips in this guide to find the right funding strategy for your agency, and never worry about running out of funds again.
Last updated: February 24, 2026