Plans & Billing

Settings > Billing is the operational source of truth for plan access, seats, usage, invoices, and subscription status.

Current Self-Serve Plans

The active self-serve subscription plans are Basic and Pro.

The Billing page shows the live subscription, interval, usage, and seat state for the current workspace. Older workspaces may still show legacy or custom billing records, but new self-serve purchase decisions should be based on Basic and Pro.

Feature Access

Pro unlocks the advanced areas that most teams need for agency automation, including:

• marketing campaigns and reusable email templates
• website forms
• workflow builder and advanced workflow behavior
• portal features
• huddles
• video tools
• Websites & Coding / code sandbox work
• Local Rank
• call center and outbound voice tools
• higher-end model access where available

If a page does not appear, or if a feature asks you to upgrade, check Settings > Billing first.

What The Billing Area Covers

Admins use Settings > Billing to review:

• current plan and billing interval
• subscription status
• credits and usage
• seat usage
• workspace limits
• invoices and billing portal access

Parent And Child Workspace Billing

If you manage sub-accounts, billing can be inherited or independent depending on how the workspace is configured.

Important behavior:

• root workspace admins can manage child workspace access
• child workspaces may inherit access from a paid parent workspace
• the active billing state should always be confirmed in the live Billing page before rollout

Buying The Right Plan

Use this shortcut:

• choose Basic when you need a smaller workspace and entry-level access
• choose Pro when you need campaigns, forms, workflows, voice, Local Rank, code sandbox work, or multiple workspaces

Admin Tips

• review seat usage before inviting a large team
• confirm workspace limits before creating sub-accounts
• check billing before enabling workflows, campaigns, voice, or coding tools
• treat the in-app Billing page as the source of truth if an older note or sales handoff conflicts with what you see