Hank by VisiosGet a walkthrough

For account owners and billing contacts

Manage your Hank account

The Visios portal is where you manage your plan, check usage, connect Salesforce, and handle billing.

4-minute read

Sign in

  1. Go to the Hank website and click Sign in.
  2. Enter the email you subscribed with and click Send my sign-in link.
  3. Open the email from Hank and click Sign in. Links work once and expire after 15 minutes.

There are no passwords to remember.

Check usage and questions left

Open Usage to see how many questions your team has asked each month, how much of this month's allowance is used, and about how many questions are left. Allowances reset each month.

Salesforce also shows a banner in Hank when your team reaches 80% of the month's allowance.

Add a question pack

If your team needs more room this month, buy a question pack on the Usage page. Packs are used after the monthly allowance and last 12 months, so nothing is wasted.

Change your plan

  • Open Billing to compare plans.
  • Upgrades take effect right away, including the extra questions and features.
  • Downgrades take effect at the start of your next monthly period.
  • Yearly plans include two months free and the same monthly allowance.

Cards, invoices, and cancelling

Click Open billing portal to update your card, download invoices, or cancel. Cancelling stops Hank at the end of the paid period.

Connected orgs

Connect Salesforce lists every connected org, its Hank version, and when it last checked in. Use Request disconnect for a sandbox you no longer use.

Common questions

How are questions counted?

Each new question you ask counts once, however many steps Hank takes to answer it. Refreshing live views doesn't count.

What happens when we run out of questions?

New questions pause until the monthly reset or until you add a question pack. Questions already in progress always finish.

Can I change plans mid-month?

Yes. Upgrades apply right away; downgrades start with your next monthly period.

Who can see billing?

Anyone who can sign in to your organization's Visios portal account.

More guides

Still stuck? Email jpm@visios.us and a person at Visios will help.