Twilio: Existing Accounts: Upgrade Account - Add a Card on File

This guide is essential for those intending to use SalesAi by walking through payment setup and identity verification. Scroll through the steps below to get started:

 

Not a visual learner? No problem!
Here’s a straightforward, step-by-step guide in text form:

Step 1: Set Starting Balance

  • Choose a starting balance:

    • Options: $20, $50 (recommended), $100, or a custom amount.

    • Tip: If you don't want auto-recharge, select "Don't Set It Up Now."


Step 2: Select Recharge Settings

  • Choose how your account will be recharged:

    • Options: Low, Standard, Large, or Custom Amount.

    • Recommended: Standard ($50 recharge when the balance goes below $10).


Step 3: Add Payment Details

  • Input payment information:

    • Provide name on card, card number, expiry date, and CVV.

  • Billing Address: Confirm if it’s the same as your main address. If not, input the correct billing address.


Step 4: Confirm Payment

  • Click on “Confirm payment” to finalize your payment setup