Setup guide

Your first accepted order, in four moves.

Everything from sign-up to switching the agent on — 10 short steps, most people finish in about ten minutes.

01

Open your account

Two minutes with your email — then a quick review by our team.

Sign up with your email

Choose Get started, enter your name, email and a password, and pick your state if you like. Tick the box to agree to the Terms and Privacy Policy — that’s it, no username to invent.

Registering for a company? Use your work email so we can verify you faster.

Create account

Get approved

Every new account is checked by an administrator before portal access is switched on. This keeps every operator on the platform verified.

Need it today? Email us your company name and expected order volume.

Contact support

Sign in

Enter your email, press Continue, then your password. You land on your dashboard with orders, inboxes, bot status and billing in one place.

Sign in
02

Fund your wallet

Connect a card through Stripe and start with $40.00.

Connect a card

In Billing → Wallet choose Connect card. You’re taken to Stripe’s secure checkout to pay $20.00; that amount becomes credit and a $20.00 signup bonus is added on top. Apple Pay and Google Pay work on supported devices.

Your card is saved by Stripe, not by us — you can add more cards and pick the default later.

Turn on auto top-up (optional)

Pick a low-balance trigger and a reload amount. When the balance dips below the trigger, your saved card is charged once and accepts keep flowing. Change or switch it off any time.

03

Connect an inbox and set rules

Tell the agent where orders arrive and which ones you want.

Connect Gmail

Go to Add email → Connect Gmail and finish Google’s own sign-in. BPO Scale never sees or stores your Google password.

Use the inbox that actually receives vendor broadcasts. Add more inboxes later for other markets or operators.

Add your ZIP codes

Open the inbox settings and list the ZIPs you cover. Only broadcasts in those ZIPs are considered, so you never pay for orders outside your territory. Edits apply to the next broadcast.

Fine-tune filters

Optional state rules, a minimum order fee and active hours narrow things further. Filters are checked before any accept, so you stay in control of volume and spend.

04

Switch on and watch it work

Accepts start immediately — $2.00 each, nothing for skips.

Turn the bot on

Flip the switch for an inbox from the dashboard. When a matching broadcast lands, the order is accepted in the portal in milliseconds — no clicking during surges. Pause it for holidays or testing whenever you like.

Review activity and billing

Every accept and skip is logged with time, ZIP, subject and reason. Billing shows each $2.00 charge, top-ups and, from month two, the $20.00 platform fee — with downloadable history.

StartPay $20.00get $40.00 in credit
Per accepted order$2.00skips and failures are free
From month two$20.00/mowallet first, then saved card
Setup fee$0no minimum volume
Payments secured by Stripe

Paying is the easy part.

We work with Stripe so agents and teams can fund wallets, reload automatically and reconcile every charge without invoices going back and forth — and with card details kept off our servers.

  • 01Card details are entered on Stripe’s hosted checkout — they never touch BPO Scale servers.
  • 02Saved cards live in your Stripe customer record, so reloads and the monthly fee need no re-entry.
  • 03Apple Pay and Google Pay on supported devices, 3-D Secure when your bank asks for it.
  • 04Every charge, refund and credit lands in your portal the moment Stripe confirms it.

Stuck on a step?

Ready when you are.

Create your account, connect a card with $20.00 and let BPO Scale work the queue.