Plans & Pricing Setup

Configure custom pricing plans for your platform users through the Administration Panel.

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Accessing Plan Settings

1. Open your Administration Panel
2. Navigate to “Plans” section
   

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Creating Plans

Create comprehensive pricing plans with detailed configuration options, limits, and pricing structures.

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Plan Configuration Form

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General Information Section

Basic Plan Settings:

• Name: Plan display name shown to customers
• Description: Detailed plan description and benefits (required)
• Order: Display order in pricing page (numeric value)
• Is Active: Enable/disable plan availability
• Is Featured: Display featured badge on plan
• Color: Plan theme color (Info, Success, Purple, Danger)

Pricing Configuration:

• Included Minutes: Base minutes included in plan (cannot be changed after creation)
• Included Chat Credits: Credits included with the plan for AI replies, WhatsApp messages, and SMS. 9 credits = 1 minute equivalent. (cannot be changed after creation)
• Extra Minutes Cost: Price per additional minute (minimum: your platform cost)

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Plan Limits Section

Count-Based Limits (Value -1 for unlimited, 0 to disable):

• Max Assistants: Number of AI assistants (default: 1)
• Max Campaigns: Outbound calling campaigns (default: 1)
• Max Cloned Voices: Voice cloning limit (default: 1, max: 200)
• Max Knowledgebases: Knowledge base documents (default: 1)
• Max Mid Call Tools: Custom API integrations (default: 1)
• Max Parallel Calls: Simultaneous calls (default: 3)
• Max Automation Runs: Monthly automation executions (default: 500)
• Max Own Numbers: Phone numbers owned (default: 1)

Feature Toggles:

• Web Widget: Embeddable web calling widget (default: enabled)
• Secondary Languages: Multi-language support for assistants (default: enabled)
• Automation Platform: Access to workflow automation tools (default: enabled)
• Calendar Integrations: Cal.com and GoHighLevel scheduling (default: enabled)
• Custom Dashboards: Build personalized analytics dashboards with widgets (default: enabled)
• AI Prompt Editor: Access to the AI prompt editor (default: enabled)
• Flow Builder: Access to the flow builder (default: enabled)
• Connect AI: AI connector for Claude/ChatGPT via MCP (default: enabled)

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Features Display Section

Plan Features List:

• Add up to 15 custom features per plan
• Each feature limited to 80 characters
• Features appear as bullet points on pricing page
• Use descriptive benefits and capabilities

Common Feature Examples:

• “120 included minutes, then $0.20 / extra minute”
• “1 assistant”
• “1 outbound campaign”
• “3 calls in parallel”
• “1 cloned voice”
• “24/7 Customer Support”

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Adding Prices to Plans

After creating a plan, scroll down to the Prices table: Price Configuration Interface:

• Billing Type: Monthly or Yearly (can have both options)
• Set Your Price: Customer price with automatic cost validation
• Cost & Profit Breakdown: Real-time calculation showing platform costs and your profit

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Giving a Plan Without a Payment

When a customer pays you outside your platform, for example by bank transfer, with your own payment links or on invoice, you can give them one of your plans yourself. They get the plan’s limits and minute rate, and its included minutes if you choose so, and their plans page shows the plan as managed by you, without the buttons to change or cancel it.

1. Open Users in your Administration Panel.
2. Click Plan on the user’s row, or on their page. The modal shows the user’s current plan and your balance.
3. Choose the plan. Inactive plans can be given too.
4. Choose the Minutes:
   • Plan only: the plan’s limits and minute rate, without minutes from your balance. Pick the Billing, monthly or yearly, for the price the user sees.
   • Monthly: the user is topped back up to the plan’s minutes every month, and you pay only for the minutes they used.
   • Yearly: 12 months are taken from your balance now, and the user gets them month by month.
5. For monthly and yearly minutes, choose what happens If your balance is short at renewal: Auto top-up, then renew or Wait, and retry every hour.
6. Optionally, pick the plan’s last day in Ends on.
7. Check From your balance: what is taken now, what comes back from the user’s current plan, and your balance after.
8. Click Save plan.

Minutes and credits come from your balance:

• Giving a plan takes its included minutes, plus its chat credits at 9 credits per minute: one month for Monthly, 12 months for Yearly, nothing for Plan only. Nothing is saved if your balance is too low, and the modal tells you how many minutes to top up.
• Monthly: every month the user’s plan minutes are topped back up to the plan’s included minutes, its chat credits are added again, and your balance pays only for the minutes they used.
• Yearly: nothing more is taken for 12 months. Then what is left goes back to your balance and the next 12 months are taken.
• With auto top-up on (on your Credits page), giving and renewing plans check your balance the same way calls do: when it falls under your threshold, it is topped up.
• Moving the user to another plan or minutes option first returns the unused minutes of the current one, and what is left of a yearly prepayment.
• Remove plan, at the bottom of the modal, the plan’s last day or deleting the user returns the unused plan minutes, and what is left of a yearly prepayment, to your balance.

When your balance is short at renewal:

• The renewal waits and is tried again every hour. The user keeps the plan, its limits and the minutes they have left.
• You get a notification in the panel and an email, at most once a day. The user’s Plan modal shows the renewal as pending, with the minutes missing, and their Balance modal reminds you too.
• With Auto top-up, then renew, your auto top-up starts even when your balance is above its threshold, and the renewal is tried again within the hour.
• After you top up, Renew now in the user’s Plan modal renews right away.

A user who subscribed on your platform, with a trial or a paid subscription, cannot be given a plan until that subscription ends. The Plan action is available to the owner and to team members with Billing Access, and the same actions are in the API: List plans, Get user plan, Update user plan, Renew user plan and Delete user plan.

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Default Plan Limits

Navigate to Default plan limits in the sidebar to configure global settings:

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Billing Configuration

Free Account Settings:

• Allow Free Accounts: Enable users to register without payment
• Free Account Extra Minutes Cost: Price per additional minute for free users

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Default Limits

Configure baseline limits applied to users without a subscription plan, while free accounts are allowed:

• Max Assistants, Campaigns, Cloned Voices
• Max Parallel Calls, Knowledge Bases, Own Numbers
• Max Mid Call Tools, Automation Runs
• Feature toggles: Web Widget, Secondary Languages, Automation Platform, Calendar Integrations, Custom Dashboards, AI Prompt Editor, Flow Builder, Connect AI

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Plan Structure

• Start with 2-3 clear tiers
• Offer monthly and annual options
• Include reasonable usage limits
• Provide clear upgrade paths

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Pricing Strategy

• Research market rates
• Consider your costs
• Plan for scalability
• Include profit margins

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Feature Distribution

• Clearly differentiate tiers
• Reserve premium features
• Balance value proposition
• Consider upsell opportunities

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Testing Plans

Before launching:

• Create test accounts
• Try different plan combinations
• Test upgrade/downgrade flows
• Verify billing accuracy