Introduction

In today's rapidly evolving digital landscape, automation plays a crucial role in streamlining business operations, enhancing customer experience, and reducing manual effort.

UChat Partners has introduced a new auto top-up feature designed specifically to simplify the process of renewing customer plans and managing credits.

This update aims to empower partners by automating credit replenishment, ensuring seamless service continuity, and minimizing manual interventions.

The following comprehensive summary delves into the details of this feature, its conditions, functionalities, and benefits, providing a clear understanding of how it transforms the partner experience.

In-Depth Overview of the Auto Top-Up Feature

1. Availability and Compatibility

• Exclusive to UAT Partners:
  The auto top-up feature is only accessible to UAT partners. It is not available for general users or customers directly.

• Stripe Payment Integration:
  The feature works exclusively with Stripe. Partners must use Stripe for both charging their clients and receiving payments.

  • If a partner uses a custom-built URL or a non-Stripe payment gateway, this feature will not function.

• Implementation Conditions:

  • The feature is not compatible with internal or third-party payment systems outside Stripe.

  • Partners must ensure they are using Stripe for all relevant transactions to utilize auto top-up.

2. Auto Top-Up for UAT Partner Credits

• Accessing the Feature:

  • Navigate to your UAT account.

  • Go to White Label Settings.

  • Locate the Prepaid Credit section.

• Previous Process:

  • Partners manually selected an amount to add.

  • Clicked Add Credit, which generated a Stripe checkout page for payment.

• New Settings Introduction:

  • A new configuration now exists, allowing automation.

  • Default is Auto Recharge OFF.

  • Partners can turn it ON and specify an auto top-up amount.

• Configuring Auto Top-Up:

  • Partners select an amount to charge (e.g., $100).

  • When enabled, all plans with auto-renew enabled will be automatically renewed regardless of current credit balance.

• Operational Logic:

  • The system auto tops up the partner's credit to cover the plan renewal cost.

  • For example, if a plan costs $135 but only $5 credit remains, and the auto top-up is set to $100, the system will auto charge $130 to ensure renewal.

  • This guarantees no service interruption for customers.

• Key Point:

  • The auto top-up does not mean a fixed charge per renewal; instead, it ensures sufficient credit to cover the renewal cost, regardless of the set amount.

3. Auto Top-Up for Client Add-Ons

• Prerequisite:

  • The Add-On Credit Building feature must be enabled.

• Enabling Add-On Credit Building:

  • Navigate to Partner Settings.

  • Locate Credit Billing for Add-On.

  • Turn on the feature.

• Functionality:

  • Customers can purchase points (add-ons) automatically.

  • Partners set the number of points each add-on costs.

  • Customers can add points manually or enable auto top-up for points.

• Customer Experience:

  • Customers see an Add-Ons section.

  • They can purchase points directly.

  • If auto top-up is enabled, the system automatically replenishes points to ensure plan renewal.

• Impact of Auto Top-Up on Add-Ons:

  • When a customer purchases an add-on (e.g., 60 points), and the plan requires at least 60 points for renewal, the system auto tops up as needed.

  • For example, if the customer wants to renew with 30 points but has only 20, the system auto tops up the difference (e.g., 10 points) multiple times if necessary.

• Ensuring Continuous Service:

  • The core goal is to prevent plan pauses due to insufficient points.

  • The system automatically charges the minimum points needed for renewal, eliminating manual intervention.

4. Operational Rules and Logic

• Main Objective:
  To automatically ensure that all plans with auto-renew enabled are renewed without interruption by charging the minimal necessary credits.

• Additional Considerations:

  • The auto top-up amount is not a minimum charge; it is a target amount to ensure renewal.

  • The system charges from Stripe to top up credits as needed, preventing manual oversight.

Benefits and Final Remarks

The new auto top-up feature significantly enhances the efficiency and reliability of managing customer subscriptions and credits for UAT partners. By automating the renewal process, it reduces manual effort, minimizes errors, and ensures uninterrupted service for customers. This update is particularly valuable for partners who rely on Stripe payments and wish to streamline their billing workflows.

Key benefits include:

• Automatic renewal of customer plans with minimal manual intervention.

• Prevents plan pauses due to insufficient credits.

• Simplifies credit management for both partners and customers.

• Supports add-on points auto top-up, maintaining customer satisfaction.

• Flexible configuration allows partners to set auto top-up amounts according to their needs.

• Ensures seamless customer experience by avoiding service disruptions.

In summary, this feature embodies UAT Partners' commitment to enhancing automation, improving operational efficiency, and delivering superior service quality. Partners are encouraged to enable and configure this feature to maximize its benefits and streamline their billing processes.