Atlas
  1. Documentation
Atlas
  • Documentation
    • Welcome to Atlas!
    • Account Setup
    • Connect your calendar
    • Twilio Integration
    • Dashboard
    • Knowledge
    • Contacts
    • Script Formatting
    • Global Actions
    • Call Records
    • Account
    • Welcome to Atlas
      • Campaign Onboarding
      • Knowledge Base
      • Edit Script
      • Advanced Script Options
      • Phone number integration
      • Call Forwarding
      • Calendar Integration
      • Campaign Details
      • Call Records
      • SMS Integration
      • Call Scheduling
      • Add Contacts
      • Testing your outbound campaign
      • Clone Campaign
      • General Walkthrought
    • Campaigns
      • Create Campaign
      • Campaigns
      • Calls Enrichment
        • Enriching Calls with External CRM and Data Sources
        • Go High Level - Call Enrichment
        • Pipedrive - Call Enrichment
        • Shopify - Call Enrichment
        • Monday - Call Enrichment
        • Hubspot - Call Enrichment
    • Integrations
      • Zapier
      • Make
      • Keragon
      • Go High Level
        • Download Atlas App in GHL App Marketplace
        • Import the Atlas Snapshot
        • Triggers and Actions
        • Workflows
          • Workflow 01 - Lead form Submitted Website
          • Workflow 02 - CALL Lead from Website form
          • Workflow 03 - CALL Lead from Meta
          • Workflow 04 - Summary and Recording to Conversations
    • Phone Systems Integrations
      • Dialpad Integration
  • API Reference
    • API documentation
    • Authentication
      • Authentication
      • Authorization
      • Token
      • User Info
    • Triggers
      • Subscribe
      • Unsubscribe
      • Campaigns
      • PerformList operation
    • Actions
      • Start a Call
  1. Documentation

Account

Overview#

The Account Page allows you to manage your account settings and billing information. You can update your personal details, choose a subscription plan, and purchase additional minutes if needed.

Navigation#

The page is divided into two main sections accessible via tabs:
Account Settings
Account Billing

Account Settings#

In this section, you can update your personal and company information.
Company Name: Update the name of your company.
Admin Name: Update the name of the account administrator.
Admin Email: Update the email address of the account administrator.
Profile Picture: Update your profile picture.

Account Billing#

In this section, you can manage your subscription plan and view your call time usage.

Manage Your Plan#

Current Plan: View details of your current subscription plan.
Manage Subscriptions: If you are on a paid plan, click the "Manage Subscriptions" button to open the Stripe customer portal and manage your subscription.

Call Time Usage#

Call Time Progress: View your current call time usage against your total available call time.

Choose a Plan#

Available Plans: View and select from the available subscription plans. Each plan includes details such as the monthly cost, call time limit, and key features.
Select a Plan: Click on a plan to select it. If you are upgrading from the free plan, you will be redirected to a payment link. If you are already on a paid plan, you will be redirected to the Stripe customer portal.

Buy Extra Minutes#

Extra Minutes: If your selected plan includes the option to purchase extra minutes, you can do so by clicking the "Get extra minutes" button.
Purchase Details: Extra minutes are purchased in 1000-minute blocks. The cost and key features of the extra minutes will be displayed.

Additional Information#

Book your AI workshop: If you are on the Enterprise plan, you can book an AI workshop by clicking the provided link.
Modified at 2025-05-06 20:23:20
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