Setup steps
Check the billing period
Start with the invoice dates and compare them with the call-history period. Mismatched periods are a common source of confusion.
Review usage categories
Separate handled calls, AI-handled transfer minutes, carrier failures that never connected, completed test calls, extra minutes, phone numbers, active agents, integrations, setup work, and support add-ons.
Compare against the plan
Confirm included minutes, overage rate, support scope, annual term, discounts, and any custom Enterprise terms before deciding whether there is an issue.
Decide the plan change
If usage is consistently above the current plan, move to a higher plan or custom term instead of treating every month as an exception.