Airbyte Webapp

Billing warning flow for cloud users reaching high-frequency data refresh thresholds

1.5x

Reduction in support tickets

2 weeks

Decrease in drops off from the Cloud customer base

Overview

A billing workflow redesign for cloud customers to understand data sync configurations and prevent unexpected charges.

Team

Product Designer, Product Managers, Frontend Engineer

Company

Airbyte

role

UX Design - B2B - SaaS Platform

Role

I designed a warning experience for high-frequency sync options so users could understand the cost impact before committing, preventing unexpected charges and accidental misconfigurations. My role focused on clarifying system behavior, simplifying descision points, which reduced user friction. and guided them toward more configurable settings.

challenge

Cloud customers were setting up high-frequency data syncs without realizing how much it would cost. The product had no way to alert them at the moment they were making that decision.

Research

Customer Issue

A recurring question

The support team was flooded with the same questions: Why did my bill go up? What happened during my sync?

Business Impact

Refunds creating instability

Unpredictable refunds made revenue difficult to forecast. Unexpectedly high bills were causing users to churn, especially customers who had switched to Airbyte because of the pricing.

Customer Issue

A recurring question

The support team was flooded with the same questions: Why did my bill go up? What happened during my sync?

Business Impact

Refunds creating instability

Unpredictable refunds made revenue difficult to forecast. Unexpectedly high bills were causing users to churn, especially customers who had switched to Airbyte because of the pricing.

How it happened

Accidental Misconfiguration

Users switched from incremental to full refresh without realizing the cost difference between the two.

Usage buried in settings

Sync usage information existed in the product, but it hidden in Workspace Settings.

Alerts lacked context

Email notifications went out, but gave users no explanation of what caused the charge.

Evidence from the product

Usage data buried in Workspace Settings, rarely seen by users

Usage data buried in Workspace Settings, rarely seen by users

Alert sent via email with no context on cause or how to resolve

Alert sent via email with no context on cause or how to resolve

Current Flow

THE PROCESS

How we got to the final design

Three design directions were explored before landing on the final solution. Each iteration was shaped by real constraints and feedback along the way.

CONCEPT 01

Surfaced cost implications

Users were shown the cost impact of high-frequency syncs right away, with options to upgrade their plan, accept the additional charges or cancel the sync.

Why we moved on — Putting pricing information inside a warning modal asked users to make a financial decision in a moment of uncertainty. It was too much, too fast.

CONCEPT 02

Confirmation alert

Since exact sync costs couldn’t be calculated in real time it varies from team to team, the system shifted focus to a simple prompt: do you want to proceed knowing this may result in higher charges?

Why we moved on — Exact data synced cannot be measured, the system can only alert users to potential high-frequency charges and this doesn’t give much information to proceed to next steps.

CONCEPT 03

Acknowledgement alert

Simplified to one acknowledgment step before the sync kicked off. But technical constraints on the frontend meant users still had to work through more steps than intended.

Why we moved on — The additional clicks created friction at exactly the wrong moment in the flow, when users needed clarity, not more decisions.

SOLUTION

How the final solution works

The final design brings cost awareness into the flow at the right moments, clear warnings before impactful changes, and guided nudges toward a safer, one-time refresh.

USE CASE 01

When a user switches a stream from incremental to full refresh

A warning modal surfaces before the change is saved, giving users the context they need to decide without leaving the flow.

USE CASE 02

When configuration changes need a one-time data refresh

The system flags which streams are affected and nudges users toward a one-time refresh instead of a permanent change, preventing recurring costs they didn’t intend.

impact and takeaways

Impact
1.5x reduction in support tickets related to unexpected sync charges, a direct result of surfacing the warning before the action, not after.
Hierarchy
Information hierarchy was the key. We wanted users to understand the reason for the warning without overwhelming them with too much information.
Action
Actionable CTAs were critical. Rather than highlighting that users were on the wrong path, we provided the best options to configure settings, paying close attention to button semantics.