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How to Explore and Manage Your ASIO Account

Manage your ASIO plan, billing, payment method, token usage, profile, organization, team, referrals, integrations, support, and language.

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Your ASIO Account area is the control center for your subscription and workspace. From one menu, you can review your plan and billing, update your payment method, monitor token usage, edit your business profile, manage your organization and team, access your referral link, open integrations and support, change the platform language, or sign out.

Open the Account menu

  1. Open your user menu

    Select your name or profile image in the lower-left corner of ASIO.

  2. Expand Account

    The menu displays the account-management areas: Plans and billing, Usage, Profile, Organization, and Referrals.

  3. Use the direct links

    The same menu also opens the Integration Center, Support, the English or Spanish language selector, and Sign out.

    ASIO Account menu with plan, usage, profile, organization, referrals, integrations, support, language, and sign-out options.
    Open the Account menu from the lower-left corner of ASIO.

Manage your plan, billing, and payment method

  1. Open Plans and billing

    Select Account, then Plans and billing.

  2. Review the current plan

    Confirm the plan name, price, billing frequency, renewal date, and subscription status shown in your account.

  3. Update the payment method

    In Billing details, select Update next to Payment method and enter the new card information in the secure billing portal.

  4. Review the next invoice

    Check the amount and date before the subscription renews.

  5. Review or recharge tokens

    The billing screen shows the current token balance and a Recharge action when more tokens are needed.

  6. Open Manage billing

    Use Manage billing to update billing information, manage the subscription, download invoices when available, or cancel according to the options shown in the billing portal.

    ASIO billing overview with the current plan, payment method, next invoice, token balance, billing email, and subscription status.
    Review the current plan, payment method, next invoice, token balance, billing email, and subscription status.

Change, upgrade, or downgrade your plan

  1. Select Change plan

    Open the plan comparison from the current-plan section.

  2. Choose a billing period

    Compare the monthly, quarterly, and annual options currently available.

  3. Compare the included limits

    Review users, business number, AI agents, Messages, Voice, Marketing, CRM records, Academy access, community, and support.

  4. Confirm the change

    Select the upgrade or downgrade option and review the price and effective date before confirming.

    ASIO plan-comparison screen showing available plans, billing periods, limits, and features.
    Compare the available ASIO plans and billing periods before changing your subscription.

Cancel a paid subscription

  1. Open the cancellation option

    Use Manage billing or the downgrade or cancellation action displayed under your current plan.

  2. Select the reason

    Choose the option that best explains why you are leaving and add an optional comment.

  3. Review the impact

    Confirm when the change takes effect and which plan limits, credits, or paid features will be reduced.

  4. Confirm only when ready

    Finish the cancellation in the secure billing flow.

    ASIO cancellation dialog with cancellation reasons and an optional comments field.
    Review the cancellation questions and the impact on your account before confirming.

Monitor your token balance and usage

Tokens are the usage credits consumed by specific ASIO services. The Usage tab shows the available balance, consumption during the current billing cycle, and the current token cost for pay-as-you-go services.

  1. Open Usage

    Select Account, then Usage.

  2. Check the balance

    Review how many tokens are available and use Recharge if you need more.

  3. Review the current cycle

    See token usage for AI campaigns, campaign optimization, ASIO Voice, ASIO Voice AI, ASIO Messages, and general AI.

  4. Check the usage rates

    Review the token rate shown for each unit, such as an AI voice minute or business number.

    ASIO Usage tab showing token balance, current-cycle usage, recharge action, and pay-as-you-go rates.
    Review the token balance, current-cycle usage, and pay-as-you-go rates.

Update your profile and business information

  1. Open Profile

    Select Account, then Profile.

  2. Upload a profile image

    Add or replace the avatar connected to your ASIO user.

  3. Review your personal details

    Confirm your first name and last name.

  4. Complete the business context

    Choose the industry and business type, and enter the company name.

  5. Use a real email and phone number

    Important instructions, account updates, and billing communication may be sent to these details.

  6. Save the changes

    Select Save and wait for the successful-update message.

    ASIO Profile tab with fields for name, industry, business type, company, email, and phone.
    Keep the profile and business information complete and current.

Manage your organization and team

  1. Open Organization

    Select Account, then Organization.

  2. Name the workspace

    Use a clear organization name and description so the team can identify the correct business.

  3. Invite team members

    Select Invite and enter the details of the person who should access the organization.

  4. Review member access

    Confirm who belongs to the organization and who is listed as the owner.

  5. Create another organization only when needed

    A separate organization has its own members and data. Use this only for a different business or a truly separate workspace.

    ASIO Organization tab with organization details, team members, Invite, and Create organization.
    Update the organization and manage the members who can access it.

Use your referral link

  1. Open Referrals

    Select Account, then Referrals.

  2. Copy the personal link

    Select Copy and share that exact referral link with the person you are inviting.

  3. Review performance

    The page shows total referrals, converted users, total earnings, and recent referrals.

    ASIO Referrals tab with the personal link, Copy action, commission terms, referrals, conversions, and earnings.
    Copy the personal referral link and review referral performance.

Other useful Account-menu actions

  • Integration Center: connect the external accounts ASIO needs, including Meta and Google.
  • Support: contact the ASIO team when you need help. Include a screenshot of the problem, but hide passwords, card details, personal data, and confidential client information.
  • Language: switch the platform between English and Spanish.
  • Sign out: securely close the current ASIO session, especially on a shared computer.

Account-management checklist

Check you are done

  • The plan and renewal details are correct.
  • The payment method and billing email are current.
  • The token balance is sufficient for planned activity.
  • The profile contains a real email address and phone number.
  • The organization name and team-member access are correct.
  • The required integrations are connected.
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