Billing & Usage
Monitor your InsightAgent usage, see what's been invoiced, and understand what you'll be billed next. The Billing & Usage section in the sidebar opens into three views:
| View | URL | What it shows |
|---|---|---|
| Current period | /billing | Live usage and what your current cycle is costing you |
| Past periods | /billing/history | Closed cycles with daily breakdowns, per-interview detail, and the invoices that covered each one |
| Invoices | /billing/invoices | Issued invoices with full per-line-item detail |
Account Types
| Type | Description |
|---|---|
| Demo | Free trial with limited usage |
| Trial | Extended evaluation period |
| Paid | Full access with monthly billing |
Current period
Navigate to Billing → Current period to see what's happening right now.
Top-line stats
Four cards across the top:
- Plan — your current tier and monthly subscription rate
- Minutes used — billable minutes consumed so far vs. your included allotment, with percentage
- Interviews — count of interviews that produced billable conversation in the current period
- Current period — projected period total = base + add-ons + any projected overage. If you have overage, the card highlights it in red and shows "Incl. $X projected overage"; otherwise "No overage charges"
Current Period Usage
A progress bar of minutes used vs. included, plus three pacing stats:
| Stat | Description |
|---|---|
| Remaining | Included minutes left for the cycle |
| Days left | Calendar days remaining in the cycle |
| Projected | Where you'll end the cycle at the current pace. Renders in red if you're trending past your included allotment. |
Billing Breakdown
Itemizes your costs for the current cycle:
- Plan — base subscription amount with a
billed [date] ✓ (Invoice #N)link beside it. Click the invoice number to jump to the Invoices view with that row pre-expanded. - Included minutes and Overage rate — your plan's rates for this cycle.
- Add-ons — every add-on (e.g. White Label, SLA Addendum) listed separately with its monthly cost.
- This period — Overage (projected) — minutes used beyond included × overage rate. Captioned "projected · bills [date]" so you can see when it will hit the next invoice.
- Period total — base + add-ons + projected overage. Captioned "across 2 invoices" — see the Combined statement section below for why.
Next payment
A card showing your next billing date and the full breakdown of the upcoming invoice — both the advance lines (next cycle's base + add-ons) and the arrears lines (this cycle's projected overage). Expand the card for the line-by-line view.
Daily breakdown
A bar chart of billable minutes per day for the current cycle, with a horizontal line marking your tier's included minutes and a cumulative month-to-date overlay.
Per-interview detail
A table with one row per billable interview in the current cycle. Click a row to expand into per-session details (start/end times, duration, billable minutes, disconnect reason).
See Outcome classification for what the status column means.
CSV export
Click Export CSV to download the per-interview table. The CSV uses a stable column order so you can join it against your internal data warehouse:
interview_id, expert_name, title, final_completed_at, session_count, billable_minutes, final_disconnect_reason, classification
Past periods
Navigate to Billing → Past periods to see closed cycles.
The table shows minutes used, interview count, overage, total cost, and a status badge for each closed cycle:
| Status | Meaning |
|---|---|
| Paid | Every invoice covering this cycle is paid |
| Partially paid | Some invoices for this cycle are paid, others are still issued (common when the base was paid on a prior invoice and the overage is on the next one) |
| Unpaid | One or more invoices for this cycle are still outstanding |
| Overdue | At least one invoice is past its due date |
| Pending | No invoice for this cycle has been issued yet |
Click any row to drill into that cycle.
Cycle drill-down
The drill-down shows:
- Period header — date range, minutes used, interview count, overage minutes, total cost, status badge
- Billing breakdown — the snapshot of what was charged at the time (plan, add-ons, overage). Numbers reflect the rates that were in effect for that cycle, even if your subscription has changed since.
- Adjustments (when applicable) — credits, discounts, or compensations applied to this cycle through the invoices that touched it. Each line shows the reason, the source invoice, and the amount. The footer expands to Total billed → Adjustments → Net so you can see both the original total and the net after adjustments.
- Invoices covering this period — the invoices whose line items reference this cycle. Expandable rows show the full line-item breakdown for each invoice.
- Daily breakdown chart — same chart as Current period, scoped to this cycle.
- Per-interview detail — table + CSV export for the interviews that ran during this cycle.
Invoices
Navigate to Billing → Invoices to see every invoice issued for your account.
The table shows invoice number, billing date, a one-line summary of the line items, amount, status, and due date. Click any row to expand into the per-line-item breakdown — line items are grouped by the period they cover.
Combined statement model
A single invoice can carry line items from more than one cycle. For most accounts, the invoice issued at the start of a month bundles:
| Line | Period | Why |
|---|---|---|
| Base subscription + add-ons | The cycle that is about to begin | Billed in advance |
| Overage (if any) | The cycle that just closed | Billed in arrears, at that cycle's snapshot rate |
| Credits / discounts / adjustments (if any) | The dates of the incident or period the credit applies to | Attached to whichever invoice is next |
This is why the Current period view shows "Period total — across 2 invoices": your current cycle's base was billed on the prior invoice, and the overage will hit the next one.
When you expand a row on the Invoices page, each line is grouped under the period range it actually covers, so you can see exactly what each charge is for.
Smart period formatting
Period ranges that align cleanly to calendar months (e.g. May 1 – June 1) display as May 2026. Cycles that run from arbitrary anniversary dates (e.g. a customer who started on the 14th) display as the explicit range May 14 – Jun 14, 2026.
Plan changes
When a plan change is queued, a banner appears at the top of the Billing pages:
Starting Jun 1, 2026, your plan changes to GROWTH. This period continues on STARTER.
Plan changes always take effect at the next billing cycle boundary — never mid-period. The Next payment card recomputes immediately to show what the upcoming invoice will look like under the new plan, while the current cycle continues at the existing rates. Any overage for the current cycle bills at the rates that were in effect when the usage happened — upgrades don't retroactively change pricing for usage already metered.
Outcome classification
Every billable interview is automatically placed into one of three buckets:
| Bucket | Meaning |
|---|---|
| Completed (single session) | The expert finished the interview cleanly on the first attempt. |
| Completed (with retry) | The expert reconnected one or more times before finishing successfully. Still billed as a normal completion. |
| Incomplete | The final session ended without a clean completion — for example, the expert disconnected, the network dropped, or the silence timeout fired. |
A summary card on the Current period view shows the count and percentage split across the three buckets — useful for spotting a spike in incomplete sessions.
Automatic completion
Phone interviews that end with a natural conclusion are marked Completed automatically, even when the expert doesn't explicitly signal completion. The system reviews the conversation transcript after each call and upgrades the classification if the conversation actually wrapped up cleanly.
Interviews that stay In Progress past 24 hours of inactivity are automatically closed out as Complete — at that point the cycle has clearly ended even if no clean completion signal was received. The associated analysis and post-interview webhooks fire on close, so your downstream integrations receive the same data they would from a natural completion.
Note on rounding: Billable minutes are calculated by summing raw session seconds and rounding up once at the row level. Because per-session minutes are also rounded up individually, the sum of per-session minutes shown in the expanded view may exceed the row total by up to one minute. This is expected.
Upgrading your account
To upgrade from Demo or Trial, contact sales@insightagent.io to discuss your needs and receive a custom proposal.
Enterprise
For enterprise customers with custom agreements, contact sales@insightagent.io.