GabrielFinal expense agent
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Your first steps
Create your account, tell us how calls should reach you, then get ready to answer. Here is what happens at each stage, including the setup checks before calls go live.
Free signup. No card needed to create your account.
Have your name, email, mobile number and the states where you are licensed ready.
Decide which phone should ring for inbound calls. It can be different from your account mobile.
Choose hours when you can take a new call and give the caller your attention.
Start with free signup. Confirm your email and mobile, then follow Getting started inside your portal. These checks protect access to your account and its messages.
Select the states where you are licensed, enter the phone number that should receive calls and set your hours. Double-check the receiving number before you save. Your account phone and receiving phone do not have to match.
Pick Meta, YouTube, Connected TV or a combination. You can review the price of each source in your wallet and update your preferences later. You do not have to buy every type.
The minimum top-up is $225. Enter an amount or use Pick a number of calls to estimate your starting budget. Review the total, continue to Stripe checkout and return to the wallet after payment.
Once funded, your requested call types go through account setup. Our team reviews delivery and source readiness. Funding alone does not mean every requested source is live; check its status in Call types.
When a source is marked ready, open Take calls, select the available call types you want and turn calls on. Keep your receiving phone nearby. Switch off when you cannot take new calls.
Add notes during or after the conversation and record the outcome. Use Call history to review the record, play available recordings, update notes or ask for help with a specific call.
Your wallet is a shared balance for billable calls. Selecting call types tells us what delivery you want; topping up provides the balance to pay for those calls. After your setup is checked, you control when eligible new calls can reach you.
The first 10 billable calls of each source use intro pricing: Meta $45, YouTube $55 and Connected TV $70. Standard prices are $50, $60 and $75 respectively. A source’s intro allowance is separate from the other sources, even when you use a mix.
Save the useful details while they are fresh. Keep application and policy outcomes separate so your own reporting stays meaningful.
Use the call record to listen again where a recording is available. Recordings help you review the conversation and decide what to improve.
Choose the specific call when contacting support or reporting a problem. That gives our team a clear record to review.
Yes. Update your delivery preferences and save them. Check the saved number and any setup status shown before switching calls back on.
You need a phone that can receive calls and access to your account in a supported browser. The current delivery flow rings your selected phone number; do not assume every call arrives as browser audio.
Leave calls off. You can review the guides and your settings while setup is checked. Switch on only when the account shows the source is ready and you are available.
Use Support in your account or email [email protected]. If the issue relates to a call, include the call record rather than just a caller’s first name.
Reviewed October 18, 2026 · Adlux Media · This guide is in English.