The SMS & Voice wallet is where you manage your prepaid balance for sending SMS and MMS messages and making voice calls on SleekFlow. From here, you can monitor usage, download reports, and top up to ensure your messaging and calling remain uninterrupted.

In this article, we will guide you through how to access your SMS wallet, review your usage, and set up manual or automatic top ups.

Viewing your SMS and Voice wallet

There are two ways you can access your SMS wallets

Through the “SMS and Voice” page:

1. Click on the icon on the left navigation bar to go to the “Channels” page
2. Click on “SMS and Voice” on the left-sided panel
   
3. You will be redirected to the “SMS and Voice” page
4. Once you have purchased a phone number via SleekFlow, you will be able to see a “Manage wallet” button on the top right corner
5. You will be redirected to the “SMS and Voice wallet” page

Through “General settings” page:

1. Click on your profile icon in the bottom left corner and select “Settings”
2. Click on “SMS and Voice wallet” under “Plans and billings” in the left-sided panel
   
3. You will be redirected to the “SMS and Voice wallet” page

Understanding the SMS and Voice wallet

The SMS wallet is your central hub for tracking credits, usage, and fees related to SMS and MMS messaging. The balance automatically refreshes every 5 minutes, so you always see the most up-to-date amount.

Current balance

In this section, you will find:

• Your available SMS and Voice credits in USD
• You can top up manually at any time, or enable Auto top up to refill credits automatically when the balance drops below your set threshold.
• Your balance is used for:
  • SMS and MMS costs: Credits are deducted for each SMS segment or MMS message sent or received.
  • Voice call costs: Credits are deducted for inbound and outbound voice calls based on call duration.
  • Call recording: Charges for recording voice calls, if enabled.
  • Call transcription: Charges for automatic call transcription, if enabled.
  • AI call summary: Charges for AI-generated call summaries, if enabled.
  • Phone number fees: Monthly subscription fees for your phone numbers are billed from the wallet.
  • Carrier fees: Any additional surcharges applied by mobile carriers are charged here.
  • A2P 10DLC fees: Brand registration, campaign vetting, and monthly registry fees for US local numbers (if applicable).

SMS and Voice overall usage

Applying filters and date range

You can customize the data displayed in your SMS overall usage view by applying filters. This helps you focus on a specific time period, channel, or campaign.

• Date range
  • Use the date picker to select a custom range of up to one year. This allows you to review past activity for reporting, cost tracking, or performance analysis.
    

Once filters are applied, the usage table and credit summaries will automatically refresh to reflect the selected criteria.

Managing SMS and Voice credits

Keep your SMS balance topped up to ensure messages and phone numbers remain active. You can manually top up credits at any time, or set up automatic top-ups to avoid interruptions.

Top up SMS and Voice wallet

You can add credits in two ways, manually or automatically, depending on how you prefer to manage billing.

Manual top up SMS and Voice wallet

You can follow the steps below to add credits manually:

1. In the “SMS and Voice wallet” page, click on the “Top up” button in the “Current balance” section
   
2. A top-up modal will appear
   
3. Click on the “Manual top-up” tab
4. Choose the top-up amount
5. Click “Confirm”
6. You will be redirected to Stripe to continue with the payment process
7. Once the payment is processed, your account will be topped up

Set up auto top-up for SMS and Voice wallet

You can follow the steps below to set up auto top-up for your SMS and Voice wallet:

1. In the “SMS and Voice wallet” page, click on the “Top up” button in the “Current balance” section
   
2. A top-up modal will appear
   
   
    
3. Click the “Auto top-up” tab
   
   
    
4. Toggle on the “Set auto top-up” feature
   
   
    
5. Once it’s toggled on, you will find the Auto top-up configuration window.
   
6. Enter your minimum balance: The point at which the system will automatically trigger a top-up
7. Enter your auto top-up amount: How much credit should be added each time the threshold is reached
8. Click “Confirm” to save your settings

You can change your auto top-up settings anytime by returning to the “Auto top-up” tab in your SMS and Voice wallet.

Disable auto top-up for SMS and Voice wallet

You can turn off auto top-up anytime if you prefer to manage credits manually.
 

You can follow the steps below to disable auto top-up for your SMS and Voice wallet:

1. In the “SMS and Voice wallet” page, click on the “Top up” button in the “Current balance” section
   
2. A top-up modal will appear
   
   
    
3. Click the “Auto top-up” tab
4. Toggle off the “Set auto top-up” feature
   
5. Click “Confirm” to save your settings

Once disabled, your wallet will no longer refill automatically when the balance is low. You’ll need to top up manually to continue sending messages and avoid service suspension.

Exporting SMS and Voice overall usage

You can export your SMS and Voice wallet activity as a .CSV file for record keeping, analysis, or financial reporting.

You can follow the steps below to export your SMS and Voice overall usage to .CSV:

1. In the “SMS and Voice wallet” page, locate the “SMS and Voice overall usage” section
   
2. Apply your preferred date range and SMS and Voice channel filters.
3. Click “Export .CSV”

The exported file includes:

• Message details (SMS and MMS, outbound/inbound, delivered/failed)
• Voice call details (inbound, outbound, client calls)
• Call recording, transcription, and AI summary charges
• Unit and cost breakdowns
• Carrier fees and miscellaneous charges (e.g. phone number fees)