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Estimated time: 5 minutes

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Overview

This is the capstone of your setup: a walkthrough that confirms everything you’ve configured (branding, provider, Stripe, client, assistant, pricing, and invite) actually works. You’ll finish by placing a test call and seeing it appear in Call Logs. Scenario: Agency Apex Voice has connected Vapi, created a sub account for client Riverside Dental, assigned an assistant priced at $0.20/min (provider cost $0.15/min), and invited Riverside Dental’s primary user.

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Prerequisites

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Steps

The Billing Start Date can only be set once per sub account and cannot be changed afterward. Confirm your assistant assignment and pricing are correct before setting it.
1

Confirm the setup

Open the Riverside Dental sub account and confirm, in the Billing tab, that per-minute pricing is set and the assistant shows as assigned.
2

Set the Billing Start Date

Set the Billing Start Date (also called the Go Live Date). This can be today or backdated, but it can only be set once and cannot be changed afterward. Setting it runs a live test against your provider key — if the key is invalid you’ll see “Please set a valid private key before you start billing” and go-live is blocked until you fix it. Double-check your setup before confirming.
3

Activate billing

Click Start Per Minute Billing (or enable Monthly Subscription, if configured) to activate billing.
4

Place a test call

If Allow customers to talk to the voice assistants is enabled for this sub account, use the voice widget in the client dashboard to place a test call. If the assistant has an assigned phone number, you can also call it directly. Assistants without a phone number only support web calls, so use the voice widget for those.
5

Confirm it logged

End the call, then open Call Logs in the sidebar and confirm the test call appears with a duration, ended reason, and (if enabled) a transcript and recording.
Call logs only sync after the Billing Start Date is set. If you don’t see your test call, confirm the sub account has actually gone live.

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Verify your result

You’ve successfully launched your agency when you can see the test call in Call Logs with the correct assistant name, duration, and cost. That confirms provider connection, assignment, pricing, and billing are all working together.