Onboarding - Plan
Pick your plan during onboarding: start on Free or begin a 14-day trial of a paid plan, then finish checkout in Stripe.
Objective
Choose how your new workspace continues after signup: stay on the Free plan, begin a 14-day trial of a paid plan (Starter, Growth, or Business), or talk to sales about Enterprise. This is the plan-selection step of onboarding; it presents the same plan picker used on the Billing page, at a stable route.
Access
This is a guided onboarding step, not a sidebar item.
Route: /app/{tenant}/onboarding/plan
- The plan you pick when you sign up routes you straight to Stripe Checkout (paid plans) or to the dashboard (Free), so most people never stop on this page.
- If you cancel a paid checkout that started here, you return to this screen to choose again.
- After your workspace exists, ongoing plan management lives under Settings -> Plan & Billing (see Billing & Usage).
Roles
- Any signed-in member of the workspace can open the page and continue on Free.
- Starting a paid trial or subscription requires owner or admin — the server rejects checkout for any other role.
Prerequisites
- You must be signed in. If you are not, you are sent to the login page and back here afterwards.
- Your account must belong to a workspace (tenant). Without one you are returned to the home page.
- A paid trial or subscription needs a card entered on Stripe's hosted checkout. No card is needed to continue on Free.
The plan selection screen
The screen is headed Choose how you want to continue, with the subtitle "Start free or begin a 14-day trial with a card. You can upgrade or downgrade anytime." Below it, every active plan is shown side by side as a card, ordered from lowest to highest tier: Free, Starter, Growth, Business, Enterprise.
What each plan card shows
| Element | Description |
|---|---|
| Name and description | The plan tier and a one-line summary |
| Price | Monthly price, or Custom for Enterprise. Paid plans may show a struck-through original price and a launch discount badge |
| Stat row | Four headline numbers: Agents, Users, AI Credits, Channels |
| Feature list | An "Everything in X, plus:" list of what the tier adds over the one below it. A +N more features toggle expands the rest; Show less collapses it |
| Badge | The recommended tier carries a Most Popular badge; your current plan is flagged Current |
Two details worth knowing:
- The AI Credits stat is the monthly amount of managed AI credits each plan includes. On the Free card it reads 100/mo: 100 credits a month on the Agile AI profile, granted once your email is verified. Paid tiers include more credits and the Advanced AI profile; during the 14-day trial they hold 10% of that monthly amount (see Starting a paid trial or subscription). On any plan you can run on your own AI provider key instead (BYOK); on Free, the limit of 200 messages a month applies either way, and AI replies and team replies both count.
- Annual billing is available on the paid plans: a Monthly / Annual switch changes the prices the cards show (the annual view leads with the price per month and states the yearly total under it), and the checkout bills on the interval you chose.
- A feature bullet marked alpha access on request (currently the AI-powered email inbox) belongs to a module that is still enabled per workspace as part of a gradual rollout — contact support to request it.
The exact limits and prices come from your workspace's live plan catalog, so they always match what you will be billed.
Choosing a plan
The button on each card depends on your situation:
| Situation | Button |
|---|---|
| Your current plan (Free or paid) | Current plan (disabled) |
| Free — when you are on a paid plan | Start Free (continues to the dashboard) |
| A paid plan above your current tier, first checkout for this workspace | Start 14-day trial |
| A paid plan above your current tier, workspace already has a Stripe billing profile | Subscribe |
| A paid plan below your current tier | No button on this page: downgrades are made from the plan cards on the Billing page, and take effect at the end of the period you paid for |
| A paid plan with no price configured | Unavailable (disabled) |
| Enterprise | Contact Sales |
The trial is offered only while your workspace has no billing profile with Stripe. That profile is created the moment your first checkout begins, so any later checkout is treated as returning and shows Subscribe with no trial. This is enforced on the server, not just in the button.
Starting a paid trial or subscription
Choosing Start 14-day trial or Subscribe hands you off to Stripe's hosted checkout to enter card details (the button reads Starting... while the session is prepared).
- On success you land on the Billing & Subscription page (Settings -> Plan & Billing) with a confirmation and your new plan active.
- While the 14-day trial runs, the plan includes 10% of its monthly AI credits: 200 on Starter, 1,000 on Growth, and 3,000 on Business. The full monthly allowance arrives with your first subscription payment; buying a credit pack does not count as that payment.
- If you cancel or close checkout, you come back to this plan-selection screen. Nothing is charged and your plan does not change.
- Checkout is rate-limited to 5 attempts per 10 minutes; if you hit the limit, wait a few minutes and retry.
- If your workspace already has an active subscription, checkout is blocked: change the plan from the plan cards on the Billing page instead (Settings -> Plan & Billing), where you see exactly what the change does before you confirm.
Enterprise: Contact Sales
The Enterprise card opens a Contact sales form instead of checkout. Your name and email are pre-filled from your account.
| Field | Required | Notes |
|---|---|---|
| Full name | Yes | Pre-filled |
| Yes | Pre-filled | |
| Company name | Yes | |
| Number of AI agents needed | No | Free text, e.g. "10-20" |
| Tell us about your needs | Yes | Use case, expected volume, integrations, requirements |
Submit with Submit request (or close with Cancel). After you submit, a confirmation appears and the sales team follows up within 24 to 48 business hours.
Good practices
- Compare the stat rows (Agents, Users, AI Credits, Channels) across tiers before you pick, and expand +N more features on any card you are weighing.
- Your workspace's first paid checkout is the one that carries the 14-day trial — decide which tier you want to try before starting checkout, rather than opening checkout to "have a look".
- If you only need to get into the workspace first, continue on Free and upgrade later from Settings -> Plan & Billing.
- For custom volume, integrations, or an SLA, use Contact Sales rather than a self-serve plan.
Common errors
| Symptom | Cause and fix |
|---|---|
| "Failed to start checkout. Please try again." | The generic checkout error. Common causes: your role is not owner or admin, more than 5 attempts in 10 minutes, or the workspace already has an active subscription (change plans from the Billing page instead). Wait a moment and retry; if it persists, ask an owner or admin to run the checkout |
| A paid card shows Unavailable | That plan has no checkout price configured right now — pick another tier or contact support |
| You were sent to the login page | Your session expired. Sign in and you are returned to this screen |
| You are back on this screen after seeing Stripe | You canceled or closed checkout. Nothing was charged and your plan did not change |
| "Failed to submit. Please try again." on the Contact sales form | The request did not go through — check the required fields and resubmit |