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The Wallet (Cost Control) page helps you manage your RevBridge AI credits and monitor spending across channels.

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Accessing Wallet

Navigate to Settings → Wallet from the sidebar.

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Overview

The top of the page displays four key metrics:

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Managing Credits

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Adding Credits

Click Add Credits in the page header to top up your balance:
  1. Select a preset amount (100,100, 500, 1,000,1,000, 2,500, $5,000) or enter a custom amount
  2. Optionally add a description for the transaction
  3. Review the summary and confirm

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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

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Spending Limits

Click the Settings (gear icon) button in the page header to configure:
Disabling the wallet stops all campaign spending. Active campaigns will not be able to send messages.

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Channel Consumption

Switch to the Consumption tab to see detailed spending by channel: Use the aggregation selector to view data by Daily, Weekly, Monthly, or Total periods.

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Exporting Data

Click Export in the toolbar to download your transaction history as CSV for reporting or accounting.

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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