Agentic Avatar Studio account management

About 

This article walks you through everything you need to manage your account in one place. You'll learn how to view your current plan, change your payment method, edit your billing information, access all your past invoices, and monitor your current usage against your package limits. Whether you're reviewing your subscription details or updating how you pay, this guide will help you navigate each task quickly and confidently.

Accessing Account management 

1. Click on the pulldown menu in the top right corner of the screen. (Your pulldown menu name may vary from what is shown below.) Additional options display.
   
2. Select Account management. The Account management page displays with the Plans Overview tab open by default. 
   

Plans Overview tab

Your Plan

The Your Plan area displays the plan you're currently subscribed to. 

Click the three-dot button for additional actions.

Go to App - takes you to the Agentic Avatar Studio

Update Plan - opens a pop-up window allowing you to request to update your plan

1. Provide information on what you would like to change in your plan. 
2. Choose which plan you would like to change. 
3. Click Request to Updated Plan. 
   The request is sent to you Kaltura representative. They will contact you shortly.
   You may also choose to cancel the action.

Unsubscribe - opens a pop-up window allowing you to end your Agentic Avatar Studio free trial or unsubscribe from a paid plan

1. Select a reason why you want to end your free trial. 
2. Provide additional information as desired.
   If you need help, you can click on the link to leave a message for our team. 
3. Click Request to Unsubscribe. 
   You are unsubscribed from the free trial. 
   You may also choose to cancel the action by clicking Keep Plan. 

Billing Details tab

Need to add or change a payment method? Edit your billing information? Handle these tasks quickly and easily on the Billing Details tab. 

Add payment method

1. Click Add Payment Method. The Add Payment Method window displays. 
2. Enter your payment details and billing information.
3. Click Apply. 

Edit billing information 

1. Click Edit Billing Information. The Edit Billing Information window displays. 
2. Enter your billing information.
3. Click Apply. 

Invoice History tab

Access all your past invoices in a snap! Information includes issued date, invoice number, amount, and status. 

Usage tab

Usage of your avatar is based on interactions. Interactions measure engagement with your agent. The Usage tab allows you to see your current usage against your package limits, so that you can understand your consumption and plan accordingly.

Upgrade 

Click the Upgrade button to view available monthly and annual plans and easily upgrade your plan to best suit your needs. Plan upgrade takes effect immediately upon successful payment.

Plan usage

The Plan usage area shows the following information: 

• Consumption vs. allowance for each tracked metric. In our example, the tracked metrics are Interactions and Knowledge storage. Bar color acts as a visual indicator displaying how much of the resource has been consumed - Green is 0-80%, Red is 80%+

• Interactions usage reset date. In our example, interactions count will reset on March 6. 

Interactions analytics

The Interactions analytics area visually shows interaction volume trends over time. This allows you to identify patterns and peak usage periods. 

Click to choose time granularity -

• Monthly displays aggregate requests by month

• Daily shows individual days (default)

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