WebsDocs

Billing · Credits · Payments

Payments, Credits & Refunds

A practical reference for WebsDocs subscriptions, product capacity, usage credits, top-ups, billing cycles, service delivery, cancellation, and payment support.

Updated 5 November 2026. Use the document index to open one subject at a time. Current product prices remain with the applicable product page and checkout system; this document explains how the commercial rules work around those prices.

21billing topics 1commercial reference Clearservice responsibility
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PAYMENTS & REFUNDS

Payments and refunds at a glance

WebsDocs offers Directory business presence, RTD Voice and Chat, Human Inbox, BizDesk workflows and ASG Sales Gateway. These services have different plans and usage rules. Buying one does not automatically subscribe you to the others.

Directory listings and their existing features, including the link to an existing business website, remain permanently free. Free hosted profile publishing is available within Free limits. Agency workspace does not require a paid subscription. None of these free options requires an ASG, RTD or paid Presence purchase. Human Inbox Free has no subscription fee, but human-support usage consumes credits. Paid RTD and BizDesk share a workspace wallet; ASG has a separate wallet. Business Presence plans do not include AI credits.

Before confirming payment, check the product, billing currency, amount due now, any taxes, billing cycle, trial end date, introductory period and later renewal price. If the checkout does not match the offer you selected, stop and contact Support before paying.

This page explains payments, cancellation and refund review. Your purchase confirmation records the terms of that transaction. A later website update does not retrospectively replace those agreed terms. Applicable mandatory rights and the payment provider’s buyer terms remain in effect.

Compare plans, trials and savings · Cancel a renewal · Request a refund review

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PAYMENTS & REFUNDS

Understand the amount you pay

Subscription: a recurring payment for the selected service and billing period. A monthly subscription is different from an annual subscription paid upfront.

Included credits: usage capacity granted under an eligible plan. The payment schedule and credit-grant schedule may differ. Annual billing does not mean all twelve monthly allowances arrive at once.

Top-up: an additional credit purchase. It does not upgrade your plan, renew an expired subscription or change your billing cycle.

Trial: temporary access with specific limits and an end date. A trial is different from a permanently subscription-free plan. Where it converts to a paid subscription, cancel before the recorded trial end to avoid that scheduled charge.

Introductory offer: a temporary reduction for eligible paid billing cycles. The standard price follows after the stated number of cycles. Trial days are not paid months.

Cancellation: an instruction about future subscription access or renewal. It does not itself reverse an earlier payment.

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PAYMENTS & REFUNDS

RTD Business Agent

RTD brings Voice, Widget Chat, Human Inbox, approved business knowledge and customer conversations into one workspace. Paid plans provide plan-specific capacity, features and retention. Review the selected plan and Voice model before purchase.

The published Standard Pro monthly offer is USD 60 for each of the first two eligible paid months, followed by USD 99/month. Annual Standard Pro is USD 990, billed yearly. The monthly introductory offer is not the annual price. Other plans and Voice models have their own prices and usage rates.

Eligible Pro trials last seven days and include 960 temporary credits, approximately 30 Standard Voice active minutes. A card is required; trial overage is disabled. Unless cancelled before paid billing begins, the trial continues into the selected monthly or annual Pro subscription. Unused trial credits do not transfer into the paid wallet.

Included paid-plan credits are delivered monthly, including during an annual subscription. Voice usage depends on the selected model and measured active usage; a minute estimate is not a guarantee for every model or mixed Voice and Chat workload.

Review RTD plans · Open RTD Dashboard

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PAYMENTS & REFUNDS

Human Inbox Free

Human Inbox Free supports human text chat and asynchronous audio messages without a subscription fee. No payment details are required to create or publish the Free experience.

A new eligible workspace receives 300 one-time welcome credits. Each original resolution costs 30 credits on Free and paid plans. The welcome balance therefore covers ten original resolutions at that rate. It is not a recurring monthly allowance or unlimited free usage.

Owners can purchase additional credits through the RTD Dashboard. Free does not include AI chat, AI Voice, transcription or knowledge indexing. A top-up adds capacity; it does not unlock paid AI features.

Free has no paid subscription to cancel. Separately purchased top-ups remain payment transactions and follow their recorded purchase terms.

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PAYMENTS & REFUNDS

ASG Sales Gateway

ASG is a separate membership for approved public business facts, AI-facing discovery and permitted live AI interactions. Its credits do not share the RTD wallet.

1. Sign up or sign in with email. Open ASG Studio and verify your email using the secure link. Preparing a private profile requires no card and starts no charge, subscription or trial. A website is optional. One email can manage several separate setups and subscriptions; choose the correct setup before continuing.

2. Prepare and review your profile. Choose a package and monthly or annual billing in Studio. Add your business details manually, use an optional category starter, or review suggestions imported from a website. Applying suggestions does not save or publish them. Save your draft and approve the profile review before checkout.

3. Confirm checkout. Review the selected subscription, amount due now, currency, applicable taxes, billing cycle and renewal price. For an eligible trial, also check the payment-method requirement, trial end and first paid charge. Paid service or a trial begins according to the checkout you confirm, not when you sign up or publish. A checkout return page alone is not payment confirmation; Studio waits for verified billing confirmation.

4. Activate and publish. Once checkout is confirmed, complete the workspace activation steps in Studio. Review the final profile and approve publication with the email verification code. Payment does not automatically publish your profile. Leaving setup unfinished does not pause billing or cancel a subscription or trial.

Returning owners and existing codes. Sign in with the same email to select a saved setup or another subscription. If you already have a purchased or admin-issued setup code, use the existing-code entry in Studio; you do not need to start a new purchase solely to enter that flow. Access follows the entitlement associated with that code.

Website changes. The website is not the subscription identity. After workspace activation, the owner can change the domain through Dashboard with security verification and within the plan's domain limits. A domain change keeps the same subscription; it does not cancel it or start a replacement subscription.

Published standard memberships are Starter at USD 29/month or USD 290/year, Business at USD 99/month or USD 990/year, and Enterprise at USD 299/month or USD 2,990/year. Annual amounts are charged yearly.

Eligible monthly Business and Enterprise memberships receive 40% off the first two paid cycles: Business is USD 59.40 per cycle, then USD 99/month; Enterprise is USD 179.40 per cycle, then USD 299/month. This introductory offer does not apply to Starter or stack with annual billing. Availability and eligibility must be confirmed in checkout.

The published ASG trial lasts seven days with 100 temporary ASG Credits and targets an eligible Starter, Business or Enterprise membership. Custom packages do not use this standard trial. Review the payment-method requirement and first paid charge date in the trial checkout. Paid top-ups are unavailable during the ASG trial.

Static public discovery does not consume live AI credits. Successful billable live AI text normally uses one ASG Credit per 1,000 input and output tokens, proportionally. Included credits refresh by monthly usage cycle: Starter 150, Business 500 and Enterprise 2,500. Annual billing keeps that monthly cadence.

Normal customer cancellation is scheduled for the end of the current period. Use the ASG Dashboard or its billing portal to review the effective date. Do not assume immediate cancellation or an automatic refund.

Compare ASG packages · Prepare your profile in Studio · Open ASG Dashboard

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PAYMENTS & REFUNDS

BizDesk workflow add-ons

BizDesk is an add-on to an eligible paid RTD workspace. The BizDesk charge is additional to the underlying RTD subscription. It does not replace that subscription or create a separate AI usage wallet.

Business enables any three of the six workflows and is USD 109/month or USD 1,090/year. Eligible monthly Business subscriptions cost USD 65.40 for each of the first two paid months, then USD 109/month.

Enterprise enables all six workflows and is USD 290/month or USD 2,900/year. Eligible monthly Enterprise subscriptions cost USD 174 for each of the first two paid months, then USD 290/month.

BizDesk has no trial. Annual pricing does not stack with monthly introductory discounts. Workflow usage draws from the RTD wallet; Voice, Chat and Human Inbox retain their applicable rates.

Prepare and review your workflows in Studio. Buying a subscription or saving a draft does not itself publish a workflow. Knowledge indexing requires an approved estimate or the applicable reviewed setup process.

RTD and BizDesk have separate subscription records. When changing or cancelling service, review both and confirm which subscriptions remain active.

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PAYMENTS & REFUNDS

Credits and measured usage

Credits measure product usage. They are not interchangeable across every WebsDocs service. RTD and BizDesk share the RTD wallet; ASG uses its own credit balance. Directory Business Presence includes no AI credits.

RTD Voice rates depend on the selected model. Human Inbox charges 30 credits per original resolution. The supported Cloudflare text path uses one credit per 2,000 tokens proportionally; accounts still using the legacy OpenAI chat path retain its one-credit-per-750-token rate, rounded up with a minimum of one credit. Check the rate active for your workspace.

ASG live AI text uses its own proportional token formula. Token usage can include instructions and business context as well as the visible question and answer. A successful billable ASG answer with missing provider usage can use the documented one-credit fallback.

Review the Dashboard for available capacity and usage records. A low balance can limit billable AI operations. Adding credits does not override plan limits, an ended membership, account restrictions or publication requirements.

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PAYMENTS & REFUNDS

Included allowances and validity

An included allowance, a trial grant, a welcome grant and a purchased top-up are different types of capacity. They can have different validity periods and grant dates.

RTD and ASG included paid-plan allowances follow monthly usage periods even when the subscription is paid annually. Successful payment and an active entitlement are required for applicable paid grants.

Do not assume unused capacity rolls over indefinitely or that buying an annual subscription releases twelve allowances immediately. Use the grant and expiry information recorded for your account. RTD trial credits are temporary and do not transfer to the paid wallet.

If an expected allowance is missing, send Support the account, payment reference and affected period. Do not make a second purchase merely to try to trigger the original grant.

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PAYMENTS & REFUNDS

Additional credit purchases

Purchase RTD and BizDesk capacity through the authenticated RTD Dashboard. ASG top-ups use the ASG Dashboard and are unavailable during an ASG trial. Select the correct business or workspace before confirming payment.

Review the package price, credits, any bonus, currency and validity before purchase. A payment must be confirmed before purchased capacity is available. A returned checkout page alone does not prove that credits have been granted.

RTD top-up validity is determined by the purchased package; the default validity is 365 days. Check the recorded expiry for your purchase. ASG package and grant terms are separate; this page does not promise a universal expiry or rollover rule for every product.

Top-ups are separate from recurring subscriptions. Cancelling a subscription does not itself refund a top-up. Used or unused purchased capacity is reviewed under the applicable purchase terms, provider terms and mandatory rights.

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PAYMENTS & REFUNDS

Trials and first paid charges

RTD Pro: seven days, 960 temporary credits, card required and trial overage disabled. Unless cancelled before paid billing begins, the selected paid Pro subscription follows. Unused trial credits do not transfer.

ASG: signup and private draft preparation do not start a trial. The advertised eligible trial is seven days with 100 temporary credits. After preparing and reviewing your profile in Studio, select an eligible trial in checkout and check the payment-method requirement, trial end, first paid charge and renewal amount. Cancel a converting trial before its recorded end if you do not want paid service. Paid ASG top-ups cannot be purchased during the trial.

Directory Free is permanently free, and basic Agency workspace does not require a paid subscription. Neither is a converting trial. BizDesk has no trial. Human Inbox Free is a subscription-free entry plan, not a seven-day trial. Optional Business Presence purchases are separate from ASG trial access.

Creating a Studio draft, closing your browser or not publishing an agent does not cancel a trial subscription. Use the relevant billing controls and retain confirmation. If you cannot access them, contact Support before the recorded charge date.

If checkout shows different trial terms from the offer you selected, request clarification before continuing. Eligibility and the confirmed subscription dates matter; a public trial label does not activate access by itself.

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PAYMENTS & REFUNDS

Monthly, annual and introductory pricing

Monthly billing charges for the selected monthly period. Annual billing collects the stated annual amount upfront. A monthly equivalent shown alongside an annual plan is for comparison; it is not the amount charged each month.

The listed standard annual RTD Pro, ASG and BizDesk prices equal ten regular monthly payments for twelve months of service, approximately 16.7% less than twelve regular monthly payments. This comparison excludes temporary monthly introductory offers and taxes.

RTD Pro’s published introductory price is USD 60 for each of the first two eligible paid months. ASG Business and Enterprise and eligible BizDesk monthly add-ons have their own 40% introductory offers. These are separate offers; do not apply one product’s discount to another.

Annual savings do not stack with monthly introductory discounts. Confirm the amount due now and the later renewal amount before paying. A promotion applies only where offered and accepted in checkout.

No general twelve-month commitment is imposed here on all monthly plans. Any separately agreed minimum term or custom contract must be stated in the applicable agreement.

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PAYMENTS & REFUNDS

Renewals and subscription records

Recurring subscriptions renew on the schedule recorded in the billing account unless cancelled in accordance with the applicable terms. Check the next billing date, billing cycle and renewal amount in your Dashboard or provider portal.

After an introductory period, the recorded standard price applies. An annual renewal is an annual payment, not a monthly instalment. Included usage allowances can continue on monthly schedules.

A top-up is not a renewal. A payment for one product does not renew another product. Keep invoices and confirmation emails so Support can identify the correct transaction.

Existing or migrated subscriptions may retain recorded terms that differ from offers for new customers. Ask Support to confirm your account’s terms before changing it.

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PAYMENTS & REFUNDS

Failed payments and access problems

If payment fails, the provider or Dashboard may ask you to update your payment method or complete authentication. Subscription access and new credit grants can be restricted while payment remains unresolved; this page does not promise a universal grace period.

Use the existing subscription’s billing or recovery controls. Starting another checkout can create a second subscription rather than repair the first one.

If your bank shows a charge but access is missing, check whether the transaction is pending or completed and contact Support with the invoice or payment reference. Do not send card security details.

Payment confirmation and product activation can occur separately. If a completed payment has not delivered the purchased service or credits, we will review the payment and provision records.

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PAYMENTS & REFUNDS

Upgrades, downgrades and add-ons

Available changes depend on the product, current plan, billing provider and account status. Review the effective date, amount due, renewal price and any credit or capacity changes before accepting.

Do not assume an upgrade is free until renewal, that a downgrade produces an immediate refund, or that every change is prorated. The confirmed change quote and account record determine the result.

BizDesk is a separate add-on and Business Presence is separate from ASG membership. Review all active subscriptions when adjusting your setup.

If no supported change control is available, contact Support instead of creating an overlapping subscription.

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PAYMENTS & REFUNDS

How to cancel a renewal

1. Sign in to the workspace that owns the subscription: Directory Owner workspace for Business Presence, RTD Dashboard for RTD or BizDesk, or ASG Dashboard for ASG.

2. Open the billing or subscription controls and use the available cancellation action or linked provider portal. Review the effective date before confirming.

3. Keep the confirmation and check that the account shows cancellation scheduled or the subscription ended. Contact Support if the action fails or no billing controls are available.

ASG normal self-service cancellation is at period end. RTD and BizDesk support subscription actions whose availability depends on account status. Retain the effective date shown for your particular subscription.

Cancelling renewal is separate from requesting a refund. Removing a website widget, deleting a draft, not using the service or closing a browser does not cancel billing. Cancelling one subscription does not automatically cancel other products or add-ons.

For a trial that converts to paid service, complete cancellation before its recorded end. Where cancellation is scheduled for period end, access is governed by the remaining entitlement and account status.

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PAYMENTS & REFUNDS

Service availability and setup

WebsDocs provides the purchased service and capacity under the selected plan. Some features require your business information, ownership or domain verification, approved knowledge, installation or publication before customers can use them.

If the purchased service is available and you choose not to configure, publish or use it, that inactivity alone does not establish non-delivery. If a WebsDocs failure prevents delivery of the purchased service, the affected payment is eligible for review.

A saved draft, generated setup file or checkout return screen is not by itself conclusive proof that the paid service was delivered. Review considers the actual purchased features, entitlement, provisioning and access.

Directory publication, verification, search exposure and customer demand are not guaranteed by a payment. ASG routes approved information and intent; it does not guarantee sales or AI recommendations. Custom work is assessed against its agreed scope and milestones.

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PAYMENTS & REFUNDS

Refund eligibility and review

Cancellation and non-use: cancelling future renewal does not automatically refund a paid period. Under the existing monthly subscription policy, voluntary non-use after the subscribed service was made available does not by itself make the charge refundable.

Service not provided: where WebsDocs was responsible for supplying the paid service and failed to do so through its own fault, contact Support for review of the affected payment. Describe what you purchased, what was unavailable and the dates involved.

Duplicate, incorrect or unrecognized charges: report these promptly with the relevant references so the transactions can be investigated. A support request is not automatic approval of a refund. You retain the ability to contact your payment provider or card issuer.

Annual payments, top-ups and custom work: review follows the terms accepted for that purchase and any written agreement. This page does not introduce an automatic prorated annual refund, a blanket unused-credit refund or a new fixed money-back period.

Your rights: nothing in this policy excludes mandatory consumer remedies, applicable withdrawal rights or rights under the payment provider’s buyer terms. Where Polar handles a purchase, its applicable buyer terms also govern the transaction and refund process.

After a decision: Support will explain the review outcome and any approved amount. Payment-provider and bank processing times vary, so no universal arrival date is promised here. A refund decision and subscription cancellation are separate; confirm whether any recurring subscription remains active.

Request billing or refund support · Polar checkout buyer terms

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PAYMENTS & REFUNDS

Receipts, currency and payment providers

Keep the checkout confirmation and invoice or order reference. Review the merchant or payment provider shown on the receipt, currency, applicable tax, purchased product, billing period and any discount.

Current ASG checkout uses Polar. RTD billing supports Polar records and existing Stripe subscriptions. Use the provider associated with your own purchase; do not assume that every historical payment uses the current checkout provider.

Where Polar sells the product as merchant of record, its checkout buyer terms apply. Payment-method availability, taxes and the final transaction total are shown during checkout. Your bank may separately apply currency conversion or other charges.

A payment receipt and a product usage record answer different questions: what was paid and how the purchased capacity was used. If they appear inconsistent, Support can review both.

Read Polar buyer terms · Read our Privacy Policy

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PAYMENTS & REFUNDS

Get billing or refund help

Open a support ticket with the product name, account email, business or workspace identifier, invoice or order reference, charge date and amount. Explain the issue and what you would like reviewed. For missing service, include when you expected access and what prevented it.

For cancellation problems, include the requested cancellation date and any confirmation or error. For suspected duplicate payments, provide both transaction references. Redact unrelated personal or financial information from screenshots.

Never send your full card number, CVV/CVC, password, banking OTP, activation secret or API key. Support can identify a transaction using the payment reference and account details.

Open a support ticket · Directory Owner workspace · RTD Dashboard · ASG Dashboard

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PAYMENTS & REFUNDS

Directory Free and optional Presence upgrades

Permanent free commitment. Directory listings stay permanently free with their existing features, including the link to an existing business website. These features will not be converted into paid features or require the purchase of an AI Agent, hosted website or other paid plan. Accuracy, eligibility and acceptable-use requirements still apply.

Free publishing and Owner access. Eligible hosted profiles can be published within Free allowances, with or without an existing website. Owner activation and applicable ownership verification do not require a Presence subscription. Public submission, publication, ownership and permission to edit are separate steps.

Optional upgrades. Website Presence is $5/month and Hosted Presence is $9/month under the current standard offer. These plans expand content and storage beyond Free allowances. They are not fees for keeping a free listing, adding its existing website link, reissuing a free Owner invitation or accepting an authorized Editor invitation. Review the selected plan, taxes, renewal terms and allowances in Owner workspace before purchasing.

Presence payments do not include ASG or RTD AI credits, do not buy an ASG trial and do not guarantee verification, publication approval, search placement or customer enquiries. Paying does not bypass ownership or access checks.

When an optional paid Presence entitlement ends, Free allowances apply again. Content or customization above those allowances may need review before further updates. The existing free listing features remain free. Cancelling the upgrade is not a request to delete the public listing; use the correction or removal process for that request.

Submit a free listing · Manage optional Presence upgrades · Permanent free commitment

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PAYMENTS & REFUNDS

Agency workspace and client businesses

Free Agency access. Create an Agency workspace using your agency name and email before adding any client. An existing Owner account uses the same sign-in. The basic workspace and accepting Editor invitations from multiple owners do not require a paid Agency subscription. Each business’s team limits apply.

Submitting is not claiming. Agencies can submit accurate public business information without prior owner permission. Selecting “Skip admin review” allows valid new listings to publish after validation, without a review-bypass payment. This does not override existing or removed records, other restrictions or later review. Public submission and client contact confirmation do not grant ownership or editing access.

Editing remains owner-controlled. For businesses with a website, the owner verifies the business-domain email and invites the agency as an Editor. Businesses without a domain use the applicable ownership-verification route. An agency’s email verification, payment or public-data lookup is not a substitute for client ownership verification.

Usage safeguards. Current Agency limits allow up to 20 new requests per hour and 5 client-contact requests per recipient per day. Agency profile images support PNG, JPEG or WebP, up to 2 MB per file and 15 MB total per agency. Agency profile media limits are separate from each business’s content and storage allowances.

Separate optional purchases. Creating an Agency workspace, submitting a free business listing or accepting an Editor invitation does not start a paid subscription or trial. A paid Presence upgrade or another paid product requires its own explicit purchase. Check the business, account and product attached to checkout before paying.

Create Agency workspace · Agency sign in · Agency FAQ