Billing
View your current subscription plan and monitor your usage across different features.
Path: Settings > Billing
Current Plan
View your active subscription details:
| Field | Description |
|---|---|
| Plan Name | The name of your current subscription plan |
| Status | Your subscription status (Active, Trial, Past Due, Cancelled, Unpaid, Incomplete, Expired, or Paused) |
| Subscription Period | Visual progress bar showing days elapsed in your current billing period |
| Next Billing Date | When your next payment will be processed |
Payment Method
The Current Plan card shows whether a payment method is on file or missing. Click "Add Payment Method" to add or update your card. Without a payment method on file, your subscription may be interrupted when the trial ends or the next payment is due.
Changing Your Plan
Click "Change Plan" to open the plan picker. Plans are available with monthly or annual billing.
- Upgrades take effect immediately with prorated billing.
- Downgrades take effect at the end of your current billing period.
Cancelling and Reactivating
- Cancel Subscription — schedules cancellation for the end of the current billing period. You retain access until then, after which your account has restricted access.
- Reactivate Subscription — available while a cancellation is pending (and after expiry). Restores full access; your data remains intact.
Add-ons
The Add-ons section lets you purchase extra capacity on top of your plan. Adjust quantities and click "Update Add-ons"; the add-on total is shown alongside your plan amount.
Invoices
The Invoices table lists your billing history:
| Column | Description |
|---|---|
| Invoice # | The invoice number |
| Date | When the invoice was issued |
| Status | Draft, Open, Paid, Void, or Uncollectible |
| Amount | The invoice total |
| Actions | Pay (for open invoices), View, and Download PDF |
You can filter by status and date range, and sort by date or amount.
Usage
The Usage section displays your consumption of various platform features. Each feature shows a progress bar indicating how much of your allocation has been used.
Understanding Usage Limits
| Limit Type | Description |
|---|---|
| Monthly Limit | The maximum usage allowed per calendar month. This limit resets on the 1st of every month. |
| Total Limit | The maximum cumulative usage allowed for your plan. This does not reset monthly. |
Usage Display
- Usage is shown as
Used / Limit(e.g.,150 / 1,000) - For features with monthly limits, the displayed usage reflects your current month's consumption
- For features with only total limits, the displayed usage reflects your cumulative usage
- Features with unlimited allocation show
Used / Unlimited
Progress Bar Colors
| Color | Meaning |
|---|---|
| Green | Less than 50% of limit used |
| Yellow | Between 50% and 80% of limit used |
| Red | More than 80% of limit used — consider upgrading |
Tracked Features
| Feature | Description |
|---|---|
| Conversations | Number of AI Agent Controlled Conversations (24-hour period) |
| Integrations | Number of external systems the AI Agent can interact with |
| User Seats | Number of users on your team |
| Marketing Conversations | Number of outbound marketing conversations |
| Templates | Number of direct WhatsApp template sends (own monthly quota, separate from campaigns) |
| Managed Products | Number of products/services listings manageable in the system |
| Ecommerce Integrations | Number of Ecommerce shops you can integrate with |
| Documents | Number of documents in the Agent Knowledge Base |
| Websites | Number of websites in the Agent Knowledge Base |
| Instagram Posts | Number of Instagram posts in the Agent Knowledge Base |
| FAQ Management | Number of FAQ entries you can manage (questions + answers) |
| Custom Handovers | Number of custom handover triggers |
| Auto Translation | Automatic translation of conversations and content |
| Playground Chats | Number of testing and training chat sessions |
The specific features displayed depend on your subscription plan. Some features may show as unlimited based on your plan tier.
Next Steps
- Team Management — Manage team members within your seat limit
- AI Agents — Create and configure agents
- Knowledge Base — Add documents and websites