"Saldo & Recargas" (Balance & top-ups): how to top up by Pix, boleto, or card, view the statement, and see the plan

Credits and balance card (bottom of the menu, on any screen)

The balance summary that is always in view in the side menu and updates by itself with each message; clicking it opens the details.

Buttons and actions

"Recarregar" (Top up)

Takes you to the "Saldo & Recargas" (Balance & top-ups) screen to generate a top-up.

"Recarregar e religar a IA" (Top up and turn the AI back on)

Appears in place of "Recarregar" (Top up) when credits and balance have run out and the AI has stopped; takes you to the top-up.

"Ajustar teto" (Adjust limit)

Appears when a spending cap is configured; opens "Configurações" (Settings) at the AI section, where the cap is set.

"Seu plano · mensalidade e uso do mês" (Your plan · monthly fee and usage this month)

Only on a resold account: takes you to the plan and top-ups screen.

"Falar com especialista" (Talk to a specialist)

Appears when "Plano sob medida" (Custom plan) has ended or the account's AI is going to be turned off; opens the contact with the specialist in place of the top-up.

"Ver carteira" (View wallet)

Appears when the card could not read the balance; opens this screen.

• "Créditos de IA" (AI credits): what remains of the plan's allowance, with the "em uso" (in use) badge when the AI is spending from it, the bar of what has already been used (with a mark at 80%), the percentage used, and the date they renew. When depleted, "Esgotados" (Depleted) appears, along with when they return.
• "Saldo pré-pago" (Prepaid balance): the balance from top-ups, marked "em uso" (in use) when the credits have run out.
• On the Enterprise account: "Mensagens do ciclo" (Cycle messages) (used out of included) and "Saldo · SMS, e-mail e modelos" (Balance · SMS, email, and templates), with the badge "IA sem cobrança no ciclo" (AI not billed this cycle) or "IA própria · paga ao seu provedor" (Own AI · paid to your provider).
• Banner "IA parada desde ‹hora›" (AI stopped since ‹time›) when credits and balance have run out: leads arrive in the Inbox, but the AI does not respond.
• Short notices depending on the state: the date the credits run out at the current pace, how many days the AI has been using the balance, how many days the balance will still last.
• Row "Teto de gasto do dia" (Daily spending cap) or "Teto de gasto do mês" (Monthly spending cap) with how much has already been spent and when the AI resumes if it pauses at the cap.
• Collapsed menu: the card becomes a ring with the percentage used; hovering shows the numbers. On mobile, with the menu closed, a small notice rises to the top only when there is an alert.

Balance details (when you click the menu card)

A panel beside the menu (on mobile, a sheet that slides up) with what is available, the cycle projection, and usage by type. Esc closes it.

Buttons and actions

"Recarregar agora" (Reload now)

Takes you to the top-up; appears this way when the AI is stopped (in other cases the button says "Recarregar" (Top up)).

"Ver consumo" (View usage)

Opens this screen; on the Enterprise account it opens "IA própria" (Own AI), where the contract usage is shown.

"Ligar" (Turn on)

Appears next to "Recarga automática: desligada" (Automatic top-up: off) and opens "Configurações" (Settings) at "Cobrança & alertas" (Billing & alerts) to turn it on.

"Ajustar" (Adjust)

Appears next to "Recarga automática: ligada" (Automatic top-up: on) and opens the same setting to change amounts.

"Fechar detalhes" (Close details)

Closes the panel (same as the Esc key).

"Tentar de novo" (Try again)

Appears when the reading failed; fetches the numbers again.

• Title "Créditos e saldo" (Credits and balance) (or "Uso do ciclo" (Cycle usage) on Enterprise) with the cycle and how many days remain.
• "Disponível para a IA" (Available for the AI): credits + balance, numbered in the order the AI spends them: 1 the plan credits, 2 the balance.
• "Projeção" (Projection): at the recent pace, whether the credits last until renewal or on which day they run out, with a chart of the cycle's cumulative usage and the line of what the plan includes.
• "Teto de gasto" (Spending cap): how much of the daily or monthly cap has been spent, and whether the AI is paused by it.
• "Consumo do ciclo por tipo" (Cycle usage by type) (without a plan: "Consumo de ‹mês›" (Usage for ‹month›)): "Mensagens da IA" (AI messages), "Leads qualificados" (Qualified leads), "Áudio" (Audio), "Imagens lidas" (Images read), "Módulos" (Modules), "Outros itens" (Other items), and "Estornos" (Refunds), with "Total líquido do ciclo" (Net cycle total) when there was a refund.
• On the Enterprise account: "Mensagens incluídas" (Included messages) (how many remain), the note about email alerts and overage, and "Saldo pré-pago" (Prepaid balance) for SMS, email, and templates.
• On a resold account: "Dúvidas sobre o plano? Fale com ‹parceiro›." (Questions about the plan? Talk to ‹partner›.)

Notices at the top of the screen

Banners that only appear when there is something to do.

Buttons and actions

"Pagar" (Pay)Owner

On the "Fatura em aberto" (Open invoice) banner for "Plano sob medida" (Custom plan): the first invoice leads to account activation; later ones open the payment in a new tab.

"Copiar" (Copy)

On the "Recarga automática aguardando pagamento" (Automatic top-up awaiting payment) banner: copies the Pix code of the generated automatic top-up.

"Ver estado pausado" (See paused state)

On the "Saldo esgotado" (Balance depleted) banner: opens the "Agente pausado" (Agent paused) screen.

"Falar com especialista" (Talk to a specialist)

On the banner for the transition or for the ended "Plano sob medida" (Custom plan): opens the contact with the specialist.

• "Fatura em aberto · ‹tipo› · ‹valor›" (Open invoice · ‹type› · ‹amount›) with the items and the due date ("Plano sob medida" (Custom plan), Owner only).
• "Saldo esgotado" (Balance depleted) — the agent pauses new conversations. Top up to resume.
• Resold account: "Você chegou ao limite do seu mês" (You have reached your monthly limit) (top up or wait for the next cycle) or "Sua mensalidade ainda não está ativa" (Your subscription is not active yet) (the AI only responds after the first payment).
• "O Plano sob medida foi encerrado." (The Custom plan has ended.) The AI no longer responds; the top-up and the plan disappear from the screen.
• Notice of the date the AI turns off on this account and the remaining welcome balance is closed.

"Recarregar saldo" (Top up balance)

The top-up form. The title changes: "Saldo pré-pago, sem assinatura" (Prepaid balance, no subscription) on a regular account, "Saldo para SMS, e-mail e modelos do WhatsApp" (Balance for SMS, email and WhatsApp templates) on Enterprise, and "Crédito extra, quando você precisar" (Extra credit, when you need it) on a resold account.

Fields and filters

"Valor da recarga" (Top-up amount)required

Four preset amounts as buttons, or the amount typed in the field "ou digite um valor (R$)" (or enter an amount (R$)). Whatever is in the field applies.

"Forma de pagamento" (Payment method)required

Pix, Boleto, or "Cartão" (Card). On a resold account, only Pix and Boleto.

Buttons and actions

Pix

Selects Pix; the generate button then says "Gerar Pix" (Generate Pix).

Boleto

Selects boleto; the button then says "Gerar boleto" (Generate boleto).

"Cartão" (Card)

Selects card; the button then says "Gerar cartão" (Generate card). Does not appear on a resold account.

"Gerar Pix" (Generate Pix)

Creates the Pix charge: shows the QR code and the copy-and-paste code.

"Gerar boleto" (Generate boleto)

Creates the charge and shows "Abrir pagamento" (Open payment) to view the boleto.

"Gerar cartão" (Generate card)

Creates the charge and shows "Abrir pagamento" (Open payment) to pay by card in a new tab.

"Copiar" (Copy)

Copies the generated Pix code.

"Abrir pagamento" (Open payment)

Opens the charge's payment page in a new tab.

• After generating: "Aguardando pagamento" (Awaiting payment), the charge amount, and the QR code (for Pix).
• The balance is credited automatically when the payment is confirmed; there is no confirm button.
• If the server rejects the top-up (for example, an account that no longer tops up), the reason is shown in a notice.

"Saldo disponível" (Available balance)

The colored card with the large balance number.

Buttons and actions

"Pré-visualizar estado sem saldo" (Preview no-balance state)

Opens the "Agente pausado" (Agent paused) screen only to show what it looks like; changes nothing on the account.

• "Saldo disponível" (Available balance) (on a resold account, "Disponível para o atendimento" (Available for service): the amount included in the month plus the paid balance).
• With a plan: "Franquia do plano: ‹valor›" (Plan allowance: ‹amount›); on a resold account: "‹valor› do incluído no mês · ‹valor› de saldo pago" (‹amount› of the monthly included · ‹amount› of paid balance).

"Consumo do mês" (This month's usage)

What the AI consumed since the first day of the month, item by item, from the plan credits and the balance, with refunds and the net total.

• Title "Consumo de ‹mês›" (Usage for ‹month›) and the period "De ‹dia› até hoje, ‹dia›" (From ‹day› to today, ‹day›).
• One row per item with quantity × price and the total; an image read by the AI is marked "Novo" (New).
• "Estorno" (Refund) rows with the description of what was returned, and "Total do mês" (Month total) in the footer.
• A sentence about the images that arrived and were not charged, and why.
• Empty: "Nenhum consumo neste mês ainda." (No usage this month yet.) Error: "Não foi possível carregar o consumo do mês" (Could not load this month's usage), with "Tentar de novo" (Try again).

Plan card (regular account)

Shows the account's monthly plan and what you can do with it in each situation.

Buttons and actions

"Abrir pagamento" (Open payment)

With the subscription awaiting confirmation, opens the payment page for the subscription.

"Cancelar assinatura" (Cancel subscription)Owner

Opens the cancellation confirmation. Only the Owner sees it; on the Enterprise contract with a commitment period, the commitment notice appears in its place.

"Verificar pagamento" (Verify payment)

With an unidentified payment, checks the subscription status again.

"Assinar novamente" (Subscribe again)

With the subscription suspended for nonpayment, starts a new subscription.

"Falar com especialista" (Talk to a specialist)

When "Plano sob medida" (Custom plan) has ended or is ending, takes you to the specialist for a new proposal.

• Without a plan: the plan price, the credit allowance renewed each cycle, the benefit "Transbordos para atendimento humano ilimitados, sem custo por conversa" (Unlimited handoffs to human service, no cost per conversation), the subscribe button (opens the payment), and the sentence "Ao assinar, você concorda com os Termos de Uso." (By subscribing, you agree to the Terms of Use.)
• "Aguardando confirmação do pagamento" (Awaiting payment confirmation) after starting the subscription.
• Active plan: "Próxima fatura: ‹data›" (Next invoice: ‹date›) and "Franquia restante: ‹valor›" (Remaining allowance: ‹amount›) (on Enterprise and "Plano sob medida" (Custom plan), "Mensalidade do contrato: ‹valor›" (Contract monthly fee: ‹amount›)).
• Canceled: "Ativo até ‹data›" (Active until ‹date›) — the benefits continue until the end of the period already paid.
• "Pagamento não identificado" (Payment not identified) or "Assinatura suspensa por falta de pagamento" (Subscription suspended for nonpayment) (the plan allowance is reset to zero).
• Enterprise with a commitment period: "Seu contrato tem fidelidade até ‹data›" (Your contract has a commitment period until ‹date›), the penalty for those who end early, and whom to talk to in order to end it.
• "Plano sob medida" (Custom plan) ended or ending: the card says until when the account continues and offers "Falar com especialista" (Talk to a specialist); it does not offer another plan.

"Cancelar o plano" (Cancel the plan) dialog

The confirmation that opens from "Cancelar assinatura" (Cancel subscription). Focus starts on "Voltar" (Back), never on the button that cancels.

Buttons and actions

"Voltar" (Back)

Closes without canceling.

"Confirmar cancelamento" (Confirm cancellation)Owner

Cancels. Within 7 days of the first payment, it ends immediately with a refund (the text says what is refunded); after that, the plan continues until the end of the paid period and does not renew.

• Title "Cancelar o plano ‹nome›?" (Cancel the ‹name› plan?) and the text about what happens in your case (7-day withdrawal or ending at the end of the paid period).
• A rejection from the server (Enterprise commitment period, another request in progress) appears in a notice with its own sentence.

"Seu plano" (Your plan) (resold account)

On an account sold by a partner, the plan is the subscription with them, under their brand; the top-up sits right below for whatever exceeds what is included.

Fields and filters

"CPF ou CNPJ de quem paga" (Payer's CPF or CNPJ)

Only appears when the charge requires the document; it is requested once and appears on the invoice.

Buttons and actions

"Ativar minha mensalidade" (Activate my subscription)

Starts the subscription with the partner and shows the payment.

"Abrir pagamento" (Open payment)

Opens the subscription's payment page in a new tab.

• "Sua mensalidade com a ‹parceiro›" (Your subscription with ‹partner›) and the monthly amount.
• With your own AI, the card says the AI is paid directly to your provider, that the subscription does not charge for extra messages, and that the balance is for handoffs, SMS, email, and WhatsApp templates.
• "Aguardando a confirmação do pagamento" (Awaiting payment confirmation) and, with the subscription active, "Próxima cobrança: ‹data›" (Next charge: ‹date›).
• Canceling or changing plans is up to the partner: the screen shows their name.

"Seu plano" (Your plan), "Pagamentos" (Payments), and "Contrato e documentos" (Contract and documents) (Enterprise)

On the Enterprise account with the "Condições do Plano Enterprise" (Enterprise Plan Terms), three cards replace the plan card.

Buttons and actions

"Baixar PDF assinado" (Download signed PDF)

Downloads the signed Terms with the electronic signature report. Only appears after both signatures.

"Ler" (Read)

Opens the "Termos de Uso" (Terms of Use) and the "Política de Privacidade" (Privacy Policy) in a new tab.

• "Seu plano" (Your plan) (Enterprise with your own AI): "Nível" (Tier), "Mensagens" (Messages) (per cycle and overage per thousand), "Fidelidade" (Commitment), and "Próxima fatura" (Next invoice); badge "ativo desde ‹dia›" (active since ‹day›) or "aguardando ativação" (awaiting activation).
• "Pagamentos" (Payments) ("Do contrato Enterprise" (From the Enterprise contract)): setup and monthly fees paid, with the date. Empty: "Nada pago ainda." (Nothing paid yet.)
• "Contrato e documentos" (Contract and documents): the row "Condições do Plano Enterprise · ‹número›" (Enterprise Plan Terms · ‹number›) with who signed and when (or to whom it was sent and that it awaits signature), and "Termos de Uso e Política de Privacidade" (Terms of Use and Privacy Policy) with the acceptance date and the version in effect.
• The same PDF appears in "IA própria" (Own AI), on the "Segurança e dados" (Security and data) tab.

"Tabela de preços" (Price table)

Each event that debits balance, with the price that applies on your account today (with your plan's rule applied).

• Rows: "Lead qualificado Quente" (Hot qualified lead), "Lead qualificado Morno" (Warm qualified lead), "Mensagem processada" (Processed message), "Mensagem no Instagram" (Instagram message) (with the channel enabled), "Modelo entregue (WhatsApp)" (Template delivered (WhatsApp)), "Minuto de voz / STT" (Voice minute / STT), "Imagem lida pela IA" (Image read by the AI), "Transbordo p/ atendimento humano" (Handoff to human service), "Mensagem SMS" (SMS message), "Mensagem de e-mail" (Email message), "Ajuste da qualificação ao seu negócio" (Qualification tuning for your business), and the industry template generated by the AI.
• In place of the price you may see "Cobrado pela Meta" (Billed by Meta) (your number bills directly to your Meta account), "Pago ao seu provedor" (Paid to your provider) (the customer's own AI), "Incluído" (Included) (in the contract), or "Sem tarifa hoje" (No rate today).
• When the platform charges for the delivered template, the row expands by category: Marketing, "Utilidade" (Utility), "Autenticação" (Authentication), "Atendimento" (Service), and "Ainda sem categoria" (Not yet categorized).
• With "Modo atendimento" (Service mode) on, the lead rows disappear and the note "Sua conta está no modo atendimento: lead quente e lead morno não são cobrados." (Your account is in service mode: hot leads and warm leads are not billed.) appears.
• With two or more WhatsApp numbers, a note warns that the template row applies to the channel's default account.
• On a resold account the table shows only the account's prices and may be loading or in error ("Não foi possível carregar a tabela de preços agora" (Could not load the price table right now), with "Tentar de novo" (Try again)).

"Faturas" (Invoices)

The tax invoice (NFS-e) for each top-up and subscription payment, issued automatically. Does not appear on a resold account.

Buttons and actions

"Baixar NF" (Download invoice)

Downloads the PDF of the issued tax invoice.

• One row per payment: what was paid, the date, and the amount.
• "Situação" (Status): "Emitida" (Issued), "Processando" (Processing), "Falhou — vamos reemitir" (Failed — we will reissue), or "Cancelada" (Canceled). With no invoice ready, a dash appears where the button would be.
• Empty: "Suas notas fiscais aparecem aqui após cada recarga ou mensalidade." (Your tax invoices appear here after each top-up or subscription payment.) Error: "Não foi possível carregar as suas faturas" (Could not load your invoices), with "Tentar de novo" (Try again).

"Extrato" (Statement)

Every credit and debit, from newest to oldest, with the balance left afterward. Nothing is edited or deleted.

Buttons and actions

"Exportar CSV" (Export CSV)

Downloads the entire statement as a spreadsheet (file extrato-‹date›.csv).

• Each row shows, from left to right: the sign (plus for a credit, minus for a debit, dot for a no-cost row), the description of what generated the row with date and time, the amount (a dash when there is no cost), and the balance left after the operation.
• Images that arrived and were not charged appear as "Imagem não lida: ‹motivo›" (Image not read: ‹reason›), with the contact name and "sem custo" (no cost).
• Empty: "Sem transações ainda." (No transactions yet.) Error: "Não foi possível carregar o extrato" (Could not load the statement) — the screen states that no entry was lost.

Screen states

Loading

Skeletons in place of the balance, the plan, the invoices, and the statement.

If something goes wrong

If the balance cannot be read, the balance card gives way to "Não foi possível carregar o seu saldo" (Could not load your balance), explaining that this does not mean a zeroed account, with "Tentar de novo" (Try again). The depleted-balance notice never appears because of a read error.

Balance and credits at zero

"Saldo esgotado" (Balance depleted) banner with "Ver estado pausado" (See paused state); the AI stops responding to new conversations.

Resold account

Title "Plano & Recargas" (Plan & Top-ups), "Seu plano" (Your plan) card for the subscription with the partner, top-up without card, no "Faturas" (Invoices).

Enterprise account with a contract

"Seu plano" (Your plan), "Pagamentos" (Payments), and "Contrato e documentos" (Contract and documents) at the top; the top-up pays only for SMS, email, and WhatsApp templates.

Ended "Plano sob medida" (Custom plan) or AI turned off by the transition

The top-up and the plan disappear; the path is "Falar com especialista" (Talk to a specialist).

Return from an approved payment

A notice confirms the payment and says the balance or plan updates in a moment.

"Agente pausado — saldo esgotado" (Agent paused — balance depleted)

The main notice, with the current balance and the assurance that conversations in progress are saved.

• Text: with no balance, the AI stops responding to new conversations; the current balance appears in the middle of the sentence.
• With a positive balance, the banner "Pré-visualização — seu saldo está positivo e o agente segue ativo." (Preview — your balance is positive and the agent is still active.) makes clear it is only a preview.

"Conversas aguardando recarga" (Conversations awaiting top-up)

How many conversations are stopped waiting for the balance to return.

Buttons and actions

"Recarregar agora" (Reload now)

Takes you to "Saldo & Recargas" (Balance & top-ups) to generate the top-up (for an agent, the app sends you back to "Painel" (Dashboard)).

• The number of conversations in the "Aguardando recarga" (Awaiting top-up) state in the Inbox.
• If the conversation list cannot be read, a dash and "Não foi possível contar agora." (Could not count right now.) appear — never a false zero.

Screen states

If something goes wrong

"Não foi possível conferir o seu saldo" (Could not check your balance): the screen does not claim the balance ran out and asks you to check before topping up, with "Tentar de novo" (Try again).