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Sales & money

Add-ons and prepaid credit

Use your own Twilio or WhatsApp for free, or CompanyFlowHQ calling and texting paid from a prepaid balance — never a surprise bill.

Where to find it: Settings → Plan & billing → Add-ons & prepaid credit Owners and admins 3 min

Before you start

  • You're an owner or admin.
  • Your email is confirmed and two-step sign-in is on.

The steps at a glance

1Open Settings2Open Add-ons3Choose how youpay4Top up first5Switch on whatyou need6Set your limits
Step 1 of 6
  1. In the menu on the left, tap Settings. On a phone, tap the ☰ menu button at the top first.

    companyflowhq.com/settingsCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesSettingsSearch ⌘KMenuWebsiteAutomationsEmail MarketingTeam & HRIntegrationsSettingsGuides
  2. Under Plan & billing, tap Add-ons & prepaid credit.

    companyflowhq.com/settingsCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesSettingsSearch ⌘KAdd-ons & prepaid creditSettingsAdd-ons & prepaid credit
  3. Under How you pay for calls and messages, pick Bring your own Twilio account (free — you pay Twilio yourself) or CompanyFlowHQ calling & texting (paid from your balance).

    companyflowhq.com/add-onsCompanyFlowHQCommand Cent…LeadsInboxCallsHelp deskMailUploadsAdd-onsSearch ⌘KBring your own Twilio accountFreeCompanyFlowHQ calling & textingPrepaidAdd-onsBring your own Twilio accountFreeCompanyFlowHQ calling & text…Prepaid
  4. Paid add-ons only use prepaid credit. Under Top up, add at least £5 by card.

    companyflowhq.com/add-onsCompanyFlowHQCommand Cent…LeadsInboxCallsHelp deskMailUploadsAdd-onsSearch ⌘K£10£20Add-ons£10£20
  5. Under Paid add-ons, switch on Calls, Text messages (SMS) or Business phone line. Each one shows its price.

    companyflowhq.com/add-onsCompanyFlowHQCommand Cent…LeadsInboxCallsHelp deskMailUploadsAdd-onsSearch ⌘KCallsText messages (SMS)Add-onsCallsText messages (SMS)
  6. Under Spending limits, set the most the workspace and each person can spend a day, and when to warn you.

    companyflowhq.com/add-onsCompanyFlowHQCommand Cent…LeadsInboxCallsHelp deskMailUploadsAdd-onsSearch ⌘KWorkspace limit per day (£)20Add-onsWorkspace limit per day (£)20

✅ How do I know it worked?

  • Available to spend shows your balance, and every call and text is listed under Receipts and history.

⚠️ Common mistakes

Problem“Confirm your email address first (check your inbox).”FixOpen the email we sent you and tap the link, then try again.
Problem“Switch on two-step sign-in first (Settings → Security).”FixTurn on two-step sign-in under Settings → Security.
Problem“Not enough prepaid credit. Top up in Add-ons to keep going.”FixTap Top up. Calls and texts carry on as soon as the money is in.
ProblemAn add-on says it was paused after unusual activity.FixWe paused it to protect your balance. Contact us and we'll check it with you.

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