# Overview Tab

The Overview section in the 360Dialog Partner Hub provides a centralised view to monitor and manage the shared credit balance across all connected WhatsApp channels.

Charges are deducted from the credit balance in real time when client template messages are sent or calls are initiated.

Maintaining a positive balance is required to ensure uninterrupted messaging for all clients.

<figure><img src="/files/LSZa58Cz7E36eUbel01K" alt=""><figcaption></figcaption></figure>

| Balance State | System Behaviour                                                           |
| ------------- | -------------------------------------------------------------------------- |
| Positive      | Messaging and calls continue normally                                      |
| Zero          | Outbound messaging and calls are paused                                    |
| Negative      | System is likely to trigger an auto top-up to recover any negative balance |

## Auto-Renewal

Auto-Renewal is a continuous monitoring feature that automatically adds funds before the balance is depleted.

When enabled

* The system monitors the shared balance
* When the defined threshold is reached, a top-up is triggered
* The configured amount is charged to the saved payment method

### Configure Auto-Renewal

{% stepper %}
{% step %}
Select Modify

<figure><img src="/files/dis3i1FCS5Vj1hzxoHWE" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Choose whether Auto-Renewal should be ON (Yes, I want automatic recharge) or OFF (No, I want to manually add funds)

<figure><img src="/files/JIsX4HpIy0mBK16gQmCF" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Set the Threshold (low balance trigger) and Top-up Amount (amount to add)&#x20;

<figure><img src="/files/L7qd3XP2eC7b3qSdmCKt" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Save changes
{% endstep %}
{% endstepper %}

{% hint style="info" %}
Ensure the top-up amount is higher than the threshold to reduce repeated charges during continuous usage.

Emergency Top-Ups may apply if the balance drops below Zero even when Auto-Renewal is Turned OFF
{% endhint %}

## Add to Balance Manually

Top up the balance at any time:

{% stepper %}
{% step %}
Select Add to Credit Balance

<figure><img src="/files/MBlL15mBRowx5tHZudmw" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Enter the amount and select Add credit&#x20;

<figure><img src="/files/AhktZyPXrmZF3p97GlS4" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

{% hint style="info" %}
Funds are applied immediately upon successful payment.

Please ensure the payment method is up to date to avoid payment failures. For more, see [Billing](/partner/partner-hub/billing-tab.md)
{% endhint %}

## Movements per Month

Provides a monthly overview of balance activity to support spend tracking and usage reconciliation.

Each period shows:

* Funds Added – Total top-ups applied to the balance
* Usage – Total messaging and call costs deducted from the balance

<figure><img src="/files/B1WRjHYzei2MsTcvbOZe" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.360dialog.com/partner/partner-hub/overview-tab.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
