The Wallet (Cost Control) page helps you manage your RevBridge AI credits and monitor spending across channels.
Accessing Wallet
Navigate to Settings → Wallet from the sidebar.
Overview
The top of the page displays four key metrics:
| Metric | Description |
|---|
| Available Balance | Current credit balance. Green when available, amber when blocked |
| Daily Consumption | Amount spent today. Amber when approaching daily limit (>80%) |
| Monthly Consumption | Amount spent this month. Amber when approaching monthly limit (>80%) |
| Wallet Status | Active or Inactive. Shows alert threshold or low balance warning |
Managing Credits
Adding Credits
Click Add Credits in the page header to top up your balance:
- Select a preset amount (100,500, 1,000,2,500, $5,000) or enter a custom amount
- Optionally add a description for the transaction
- Review the summary and confirm
Period Summary
The Overview tab shows a summary for the current period:
- Total Credits — Amount added
- Total Debits — Amount spent
- Net Balance — Current net position
Spending Limits
Click the Settings (gear icon) button in the page header to configure:
| Setting | Description |
|---|
| Active Wallet | Toggle to enable/disable the wallet. When disabled, campaigns cannot spend credits |
| Daily Limit | Optional maximum daily spend |
| Monthly Limit | Optional maximum monthly spend |
| Low Balance Alert | Alert threshold (5–50%, default 20%) — triggers a notification when balance drops below this percentage |
Disabling the wallet stops all campaign spending. Active campaigns will not be able to send messages.
Channel Consumption
Switch to the Consumption tab to see detailed spending by channel:
| Column | Description |
|---|
| Channel | Email, SMS, WhatsApp, or Voice |
| Period | Time period for the aggregation |
| Sends | Number of messages sent |
| Total Spent | Cost for that channel and period |
Exporting Data
Click Export in the toolbar to download your transaction history as CSV for reporting or accounting.
Quick Actions
The Overview tab provides shortcuts:
- Add Credits to Wallet — Top up your balance
- Configure Spending Limits — Adjust daily/monthly limits
- Export Transaction History — Download transaction records
