Plans & Pricing Setup

White-label resellers can create plans for their own customer workspaces. Each plan combines pricing, included minutes, usage rules, workspace limits, and product capabilities. The plan editor lives in Whitelabel Admin → Plans, and requires White-Label access. It sets the plans your customers subscribe to; your own subscription stays under Settings → Plan.

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Plan contents

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Pricing

Choose a monthly or yearly price, the included minutes, and the price for additional usage. The plan card previews what the customer sees before checkout. Open Whitelabel Admin → Plans → New plan. Enter the customer-facing name, then set the monthly or yearly price under Subscription pricing. Review the remaining sections before Save plan. These example prices are an unsaved draft, not a published offer.

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Workspace limits

Common limits include: Use Unlimited only where the plan editor offers it. A value of zero means the capability is not included. Customers with access to a reseller plan or enabled prepaid access receive five tools and one knowledge base as their base allowance, alongside one concurrent call and the workspace owner seat. In Included capacity, choose additional units: two additional tools give the customer seven tools in total. These extra units are covered by your plan price and included in its cost estimate. You can also offer additional capacity as optional paid add-ons. Direct plan limits, prepaid defaults, and customer overrides cannot increase the base allowance for add-on-backed capacity. In the plan editor, scroll to Included capacity. Enter the additional units you want to include and check Total included, which adds them to the base allowance.

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Included capabilities

Plans can include capabilities such as Flow Builder, the web widget, AI Avatar, Connect AI / MCP, additional languages, calendar integrations, custom dashboards, live monitoring, simulations, data retention, website imports, and automatic knowledge sync. Customers see the included capabilities and limits on the plan card. Actions outside the plan remain unavailable throughout the product and API.

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Add-ons

Optional add-ons are selected from the plan card and billed with the same interval when supported. Platform add-ons are not offered to your customers until you explicitly enable Offer to my users. Add-on-backed features such as Fallbacks & Guardrails and Revenue Autopilot, together with their related capacity, are sold here rather than included through Plans or Default plan limits. API Access follows the same add-on-only rule: it cannot be bundled into a reseller plan, free-account defaults, or a customer override. Offer it explicitly as a recurring add-on. Connect AI / MCP remains a separate capability that may still be included in a plan. When you enable an add-on for resale, set the customer-facing price shown at checkout. Recurring add-on prices are configured separately from usage pricing. Some usage-based capabilities, such as website imports and automatic sync, are charged in credits according to your usage pricing rather than as recurring add-ons.

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Usage pricing

Beyond the recurring plan price, usage-based actions — call minutes, email, web chat, messaging channels, knowledge-base crawl and sync, re-transcription, SMS, simulator messages, history re-evaluation, and automation runs — are billed in credits at rates you set on the Usage pricing page. Set the customer-facing rates for credit-metered actions on the Usage pricing page. These rates are separate from subscription and recurring add-on prices. Your customers see the resulting rates on their own Usage page.

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Registration and prepaid accounts

Customers without a paid plan run on your prepaid defaults, not on any plan configured here — see User Limits Management for registration, prepaid access, welcome credits, and the default limits a prepaid customer starts with.

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Publishing and changing plans

Review the customer-facing name, description, limits, prices, and checkout before publishing a plan. Paid plan changes take effect through the billing flow. Included minutes are credited according to the customer’s billing cycle. The plan editor prevents incomplete or invalid pricing combinations. Existing customers keep access according to their active subscription and any changes shown in the billing flow. See How minutes are billed and Billing setup for the customer billing experience.

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Voice creation and credits

Voice cloning is configured as a feature in Plans and Default plan limits. Free voice creations (lifetime) sets the one-time number of successful free creations per customer workspace. Additional creations use the displayed credit price and the workspace’s usage pricing. Voice storage is unlimited by plan.