Billing & Usage

Objective

See what your workspace is using against its plan limits, and manage the subscription: change plan, buy channel add-ons, top up AI credits, and open the Stripe billing portal for invoices, payment methods, and cancellation.

There are two related pages:

• Usage — a read-only snapshot of consumption and your current plan.
• Billing & Subscription — the full subscription control panel (plans, add-ons, credits, invoices).

Access

Sidebar -> Settings -> Plan & Billing (the Upgrade Plan button, or View details on Enterprise)

Routes:

• Billing: /app/{tenant}/settings/billing
• Usage: /app/{tenant}/usage (opened by its URL; it does not appear in the sidebar)

The short link /billing — without the workspace prefix — redirects to the Billing page of the workspace you belong to.

The Manage plan button on the Usage page points at the Billing page.

Roles

• Any workspace member can open both pages and see the meters.
• Everything that spends money or changes the subscription is restricted to owner and admin: plan checkout, the Stripe billing portal, add-on purchases and quantity changes, and AI credit packs. Other roles get a clear refusal.

Prerequisites

• A verified email. Accounts still pending verification cannot buy add-ons or top up credits, and are asked to confirm their email first.
• A paid plan (an active Stripe customer) is required to buy add-ons, buy AI credit packs, and open the Stripe billing portal. Free workspaces choose a plan first.
• Credit packs additionally need a plan that funds included credits. A plan with no managed credits, and a plan whose credits are unlimited, are both refused: in either case the pack could never be drawn down.
• Some meters and sections appear only when the matching feature is active for your workspace (for example AI Credits, the Email Inbox, or voice). Campaigns are still in gradual rollout; if the Campaign Messages meter is not available to you yet, contact support.

Usage page

The Usage page (Usage & Billing) is a read-only snapshot. It does not change your subscription.

Current Plan

Shows your plan name and badge, a Manage plan button (opens Billing), and the Plan Features list. The feature list is the same one shown on the public pricing page, so what you see here matches what the plan advertises — including the AI credit allowance with its daily limit, the voice-minute ceiling derived from those credits, and Scheduled Tasks.

Usage This Month

A card headed Usage This Month. Its subtitle states when your billing period ends and clarifies that not every meter resets: counts like agents and users are current totals, while the meters that do reset state their own period under the bar.

Each meter shows current / limit. A limit of Unlimited hides the bar. The number turns amber at 80% of the limit and red at 100%.

Team activity

Specialist consultations made by your coordinators this month: the number of Specialist consultations, Tokens used, and Average duration. With no team activity this month, the counters read zero and the average duration shows N/A.

Billing & Subscription page

The Billing page (Billing & Subscription) is where you change everything about your subscription. Its header carries a Back to Settings link and, once your workspace has a Stripe customer, two buttons:

Current plan and usage this period

The top panel shows your plan name, badge, description, monthly price (or Custom for Enterprise), and status. It also shows Renews {date} for paid plans, or No renewal required for the Free plan.

Under Usage this period a compact bar appears for each resource you have. Only active resources count against your quota — a deactivated agent, widget, or number does not consume a slot. Depending on your plan and enabled channels the bars can include:

• AI Agents, Users, Documents
• AI Messages (when your plan caps messages)
• Email Accounts (when the Email Inbox is enabled)
• WebChat Agents, WhatsApp Numbers, Voice Agents (voice appears when your plan or an add-on grants it)
• Instagram Accounts, Messenger Pages, Telegram Bots, TikTok Accounts
• Campaign Messages (a per-cycle counter that resets monthly, shown when campaigns are available to your workspace)

Any capacity that comes from an add-on shows a small +N add-on badge next to the label. If you are near your limits on agents, users, or documents, an upgrade prompt appears under the bars.

Recent invoices

Inside the same panel, your last six Stripe invoices are listed with date, invoice number, billing period, amount, and a status badge (PAID, OPEN, VOID, and so on). Each invoice offers a Download PDF button and a View invoice button. Amounts are shown in the currency the invoice was issued in. This block appears only for workspaces with a Stripe customer.

AI Credits

The AI Credits card appears whenever your plan includes managed AI credits, in either AI Engine mode. What it shows depends on how your workspace runs AI:

• On your own API key — the card states the monthly credit allowance your plan includes and explains that nothing is being deducted, because AI usage is billed by your provider directly. A link — Switch to included credits in AI Engine settings — takes you where you can activate them. No balances or top-ups are shown.
• On included credits (managed) — the card shows three figures:

When your plan has a daily limit, the card also shows today's spend against it. Reaching the daily limit pauses AI until it resets, even with a healthy monthly balance — the card says so plainly when it happens. If you run low or run out, a notice appears with the option to connect your own API key instead (see Integrations).

What a credit buys

Chat, email, and voice all draw from the same credit pool. The rates are:

The premium models are GPT-5.4 and GPT-5.6 Terra. Every other model bills at the standard rate, including GPT-5.6 Luna — the default for text channels — and GPT-5.4 Mini, so a workspace on the defaults spends 1 credit per reply. The voice-minute ceiling advertised on your plan is simply your monthly allowance divided by the voice rate, and it is an up-to figure: it assumes the whole allowance goes to voice and nothing to chat or email.

The card reports balances and totals, not a price per message. These rates are what those totals are built from.

Add credits

Under Add credits, one-time packs of 1,000, 5,000, or 10,000 credits send you to Stripe Checkout. Purchased credits never expire. The pack buttons appear only for workspaces with a Stripe customer; otherwise the card reads Credit packs are available on paid plans. The purchase is also refused for a role that cannot manage billing, an unverified email, a plan that does not include managed credits, and a plan whose credits are unlimited. Enterprise plans with unlimited AI usage show a single "unlimited" note instead of the buckets.

After paying you land back on the Billing page; the new balance appears once Stripe confirms the payment, and a single purchase is credited to the wallet exactly once even if Stripe sends the confirmation more than once.

Compare Plans

The plan comparison lists the paid plans side by side. Each card shows headline stats (Agents, Users, Messages or AI Credits, Channels), then an Everything in {previous plan}, plus: list of what the tier adds, with a +N more features expander for the rest. The button on each plan depends on your situation:

To downgrade, cancel, or change payment method on an active subscription, use Manage Subscription / Manage Billing to reach the Stripe portal.

Channel Add-ons

Add-ons extend your plan with extra channel capacity. Prices are shown per unit, per month, in USD.

• First purchase goes through Stripe Checkout. Add-ons need a paid plan; without one, an upgrade prompt appears. A verified email is required.
• Quantity is adjustable from 1 to 10 with the stepper. Increasing quantity asks you to confirm first, previewing the prorated charge today and the new monthly total; Stripe prorates the change automatically.
• Remove add-on schedules cancellation at the end of the current billing cycle. You keep the capacity until then and can undo it with Keep my add-on.
• An add-on you already have cannot be bought a second time — change its quantity instead. An add-on whose last payment failed still counts as yours: fix the card in the Stripe portal rather than buying it again.

Gmail Inbox — Restricted Access

When the Email Inbox is enabled for your workspace, Outlook accounts work right away. Gmail needs additional approval from Google before your agents can read incoming Gmail messages, so a card offers Request Gmail Access, which opens a pre-filled email to support. Access is granted case by case after review. The card disappears once Gmail is approved for your workspace.

Detailed Usage & Limits

A collapsible section with the full breakdown of every resource, including Webhooks and Connected Email Accounts, and the remaining-message count for the current billing period when your plan caps messages.

Good practices

• Check the relevant meter before adding another agent, number, or channel, so you know whether you need to upgrade or buy an add-on.
• When you only need more of one channel, a Channel Add-on is usually cheaper than moving up a whole plan tier.
• Use Keep my add-on before the period ends if you cancelled by mistake; the capacity stays until the cycle closes.
• If your agents stop replying while your monthly credit balance looks healthy, check the daily limit line on the AI Credits card — the daily limit pauses AI until it resets.
• If credits are draining faster than expected, check which model your agents run on: a premium model costs ten times a standard reply, and a voice minute costs fifty.
• If you prefer unlimited AI usage over managed credits, connect your own API key from Integrations.

Common errors

• "Only the workspace owner or an admin can manage billing" — your role cannot make purchases or open the Stripe portal. Ask an owner or admin.
• "No active subscription in this environment" on Manage Billing / Change Plan — your billing record was created in a different Stripe environment; pick a plan from Compare Plans to set one up here.
• "This add-on is already on your subscription" — use the quantity stepper on the add-on card instead of buying it again; buying twice is refused on purpose.
• Verify your email first — restricted accounts cannot buy add-ons or top up credits; a verification prompt appears instead of the checkout.
• "We could not start the checkout. Please try again." on a credit pack — the top-up was refused before Stripe. Check that your role can manage billing, that your email is verified, and that your plan includes managed credits and is not on an unlimited allowance.
• Daily limit reached — AI is paused until the daily reset. Upgrade the plan or switch the AI Engine to your own key to lift it sooner.
• Out of AI credits — your agents pause until you add credits or connect your own API key.
• Plan, add-on, and portal changes made in Stripe are synced back automatically when you return; a brief toast confirms the update, and figures refresh within moments. Credit-pack purchases have no toast — the balance updates on its own.
• Removing an add-on never deletes it immediately; it ends at the period boundary so you keep what you paid for.

Related

• Settings (General)
• Onboarding - Plan
• Integrations
• Teams