Rate cards

Rate cards map agents to prices. Assign one to a customer to set what they pay per confirmed outcome.

What is a rate card?

A rate card is a named pricing table. Each entry maps one agent to a price_per_unit. When an outcome for that agent confirms, the billed amount is price_per_unit × unit.

Rate cards are separate from agents. This means you can charge different customers different prices for the same agent. Create one rate card per pricing tier.

The key

Every rate card has a key. It is a lowercase slug unique within your account:

standard
enterprise-2024
agency_tier

Keys must start with a letter or digit. They may contain lowercase letters, digits, hyphens, and underscores.

Entries

Rate card editor showing agent-to-price entries

A rate card holds zero or more entries. Each entry maps one agent to one price. You set entries from the rate card editor in the dashboard.

Each agent may appear at most once per rate card.

Assigning to a customer

A customer can have one rate card at a time. When the first event opens an outcome, witn reads the customer's rate card and records the price for that agent.

Changing a rate card after outcomes have been opened does not change the price on those outcomes. Each outcome records its price when its first event is processed. Only new outcomes use the updated price.

Updating entries

Open the rate card in the dashboard and edit its entries. Removing an entry deletes it from the rate card.

Archiving

Deleting a rate card archives it. Archived rate cards are hidden from the default list but remain accessible by ID. Customers assigned to an archived rate card keep the assignment. Historical outcomes are not affected.

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