Plans and billing
The billing screen — your plan, what's included, usage against caps, payment details, and what happens when you hit a limit.
Billing has three tabs: Overview, Plans, and Invoices & Payment. This page covers what each shows and how plan limits actually behave. For what things cost and how credits are consumed, see What it costs, and managing credits.
Overview
Current plan and Billing period show what you're on and when it renews — or when it cancels, or when a trial ends.
Plan features is the useful part: everything your plan includes, and how much of it you've used. Each row reads one of four ways:
| It says | It means |
|---|---|
| Included | You have this, with no numeric limit to track |
| Unlimited | No cap — use as many as you want |
| 3 of 10 | You've used 3 of a limit of 10 |
| Not included | Not on this plan |
Credit balance splits into what's included this month — which resets on the date shown and doesn't roll over — and extra credits you've bought, which never expire.
Your rates shows what you're actually charged per voice minute, per text, and per chatbot message. If you're an agency client, these are the rates your agency set for you.
How plan limits behave
Two things about caps are worth knowing before you hit one.
Caps are organization-wide, and enforcement is create-only. A limit of five agents means five across your whole organization, not five each. And if you downgrade below what you've already built, nothing stops working — you just can't create more until you're back under the limit.
That second point catches people out in a good way. Downgrading a plan doesn't break your existing agents, campaigns, or knowledge bases. It only closes the door on new ones.
When you're at a cap, the create button tells you so rather than failing after you've filled in a form.
Subscription status
The status badge on Overview tells you where the subscription stands: Active, Trialing, Past due, Canceled, Paused, or one of the incomplete states.
Past due needs attention quickly
A past-due subscription means a payment failed. Fix the card under Invoices & Payment before it lapses — a cancelled subscription takes your plan features with it, including the caps that let you create things.
Payment method and auto-recharge
Payment method is the card on file. You need one before auto-recharge can be turned on.
Auto-recharge buys credits automatically when your purchased balance drops below a threshold you set. Two details that aren't obvious on screen:
- It watches your purchased credits, not your plan credits. If you run mostly on plan credits, keep a small purchased balance so there's something for the threshold to protect.
- The recharge amount has to be larger than the threshold. Equal values are rejected.
If your saved card is declined three times in a row, auto-recharge switches itself off and tells you why. Update the card, then turn it back on — it doesn't re-enable itself.
Plans
The Plans tab is where you change plan. Each shows what's included so you can compare against what you're actually using on the Overview tab — worth checking before upgrading for one feature you'd use twice.
No plan means no restrictions
If your organization has no active subscription, feature gating doesn't apply — you're not blocked from anything. This mostly affects accounts set up directly rather than through self-serve checkout.
Invoices and payment
Your invoice history and payment details. Manage billing opens the payment portal, where you can update your card, change billing details, and download past invoices.
If you're with an agency
Agency clients see rates their agency set rather than standard pricing, and some billing controls may be handled by the agency rather than by you. If a control you expect isn't there, that's why — ask your agency. See Agency onboarding.
Things worth checking monthly
- Usage against caps — are you about to hit one mid-campaign?
- The reset date on your included credits — unused ones expire, so a big run at the end of a period costs you nothing extra.
- Whether auto-recharge is still on, and whether the card behind it is still valid.
- Cost per result, not just total spend — Reports has the numbers.