Setup Outcome-Based Billing

Create a product, rate plan, and charges for outcome-based pricing

Setup Outcome-Based Billing

This guide walks you through setting up outcome-based billing from scratch. You’ll create a product, add a rate plan, and configure charges that bill customers based on @outcome achievements.

Step 1: Go to Product Catalog

Navigate to Product > Product Catalog in the left sidebar. This is where you manage all your products and their pricing. You’ll see a list of existing products, or an empty list if you’re starting fresh.

Step 2: Add a Product

Click the ”+ Create” button to create a new product. A modal will open where you define what you’re selling.

Fill in the product details. Give it a name like “ocr product” and a description that explains what the product does. Set the default effective date, which is when the product becomes available. Most importantly, select the agent type this product is associated with. This connects the product to your agent type so the platform knows which agents this pricing applies to.

Click “Create product” when you’re done. The product is now created and ready for rate plans.

Step 3: Add a Rate Plan

Open your product to see its details page. You’ll see a section for rate plans. Click “New rate plan” to create one.

A modal opens where you configure the rate plan. Give it a name like “Starter plan” and a description. Set the effective date, which is when this plan becomes active. Choose a billing cycle like Monthly, Quarterly, or Annual. This determines how often customers are billed.

Click “Save” to create the rate plan. You’ll see it appear on the product detail page.

Step 4: Add Charges

With your rate plan created, you can now add charges. Click ”+ Add charge” on your rate plan.

The charge configuration form opens. Give your charge a name like “outcome charge” and a description. Select the currency, typically USD. Choose “Usage” as the charge type since you’re billing based on usage. Select “Tiered” as the model type for tiered pricing, or choose another pricing model that fits your needs.

Most importantly, set the Unit of measure to @outcome. This tells the platform to charge based on outcomes achieved, not just actions performed.

If you selected tiered pricing, configure your tiers. Each tier has a start value, an end value, and a price per unit. For example, the first 100 outcomes might cost $50 each, the next 400 cost $40 each, and anything above that costs $30 each.

Before saving, you can click “Simulate” to see how the charge would work with sample usage data. This helps you verify your pricing is correct. When you’re ready, click “Save” to add the charge.

Your charge now appears in the rate plan. The platform will use this charge configuration to bill customers based on the @outcome they achieve. When customers use your agent and achieve outcomes, they’ll be charged according to the pricing tiers you’ve set up.