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Maxio subscription billing, handled on your business phone line.

Connect Maxio and your agent can look up subscriptions, check invoices and balances, apply coupons, and update plans while a customer is on the phone. Callers get accurate billing answers without waiting for a follow-up email. Your team keeps full control over what the agent can change, and every action is recorded in Maxio.

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What your agent can do with Maxio

  • Look up a customer's subscription status, plan, and next renewal date during the call
  • Check recent invoices, outstanding balances, and payment history
  • Apply a valid coupon or promotional discount to an active subscription
  • Add or change a component, such as extra seats or usage allocations

Maxio exposes 177 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Customer checks a renewal date

  1. Caller

    Hi, I'm calling about my account. When does my subscription renew?

  2. Agent

    Happy to check that for you. Can I have the email address on your account?

  3. Caller

    It's dana.morales@brightpath.co.

  4. Agent

    Thanks, Dana. Your Growth plan renews on March 14, and the current amount is $249 a month. Is there anything else you'd like to review?

Coupon applied during a support call

  1. Caller

    I was told I'd get a discount for paying annually. Can you check?

  2. Agent

    Let me look at your subscription. I see the code ANNUAL20 is valid. Would you like me to apply it now?

  3. Caller

    Yes, please.

  4. Agent

    Done. The 20 percent discount is applied, and your next invoice will show the reduced amount of $199.20.

Adding extra seats after a call

  1. Caller

    We just hired two more people. Can we add seats to our plan?

  2. Agent

    Yes. Your plan currently includes 10 seats. Should I add two, bringing you to 12, for an extra $30 a month?

  3. Caller

    That works. Go ahead.

  4. Agent

    I've added the two seats. Your updated total takes effect on your next billing date, and you'll get a confirmation by email.

How to connect Maxio

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Maxio

    From Integrations in the dashboard, choose Maxio and enter the connection details from your Maxio account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Maxio actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent work with Maxio during the call or only afterward?

During the call. Your agent looks up subscriptions, invoices, and balances in real time and can make approved changes such as applying coupons or adding components while the caller is still on the line.

What do I need to connect Maxio?

A Maxio account with the right permissions. Enter your credentials from the Maxio settings in the AgentCalls dashboard, then choose which actions your agent may use.

Which plan includes the Maxio integration?

Integrations, including Maxio, are included from the Growth plan. Smaller plans can upgrade at any time from the dashboard.

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Put your agent to work with Maxio.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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