Subscription Management
Manage your AI SmartTalk subscription, change plans, and access billing information. The subscription system helps you find the right plan for your needs with intelligent recommendations.
Change Plan Modal
When you click ⚡ Change Plan from the Organization page, a modal opens with personalized plan recommendations.
Modal Layout
The Change Plan modal is organized into several sections:
- Header: "Choose your plan" with a close button
- Recommendations: Plans tailored to your usage
- Plan Cards: Detailed plan information
- View All: Access to complete plan catalog
- Enterprise Contact: Custom pricing options
Plan Recommendations
Smart Recommendations
AI SmartTalk intelligently analyzes multiple factors to suggest the most suitable plans for your needs:
| Factor | How It's Used |
|---|---|
| Agent Template | Plans are recommended based on the template you installed (e.g., e-commerce, support, etc.) |
| Integrations | Your connected integrations influence which plans best fit your setup |
| Trial Usage | Your actual usage volume during the trial period helps identify the right capacity |
The recommendation section shows:
| Element | Description |
|---|---|
| Recommendation Badge | "Recommended for you" indicator |
| Context Message | Explains why these plans are suggested (e.g., "You selected an e-commerce assistant template") |
Plan Cards
Each plan card displays comprehensive information:
Plan Details
| Field | Description |
|---|---|
| Plan Name | Subscription tier (e.g., "Ecommerce Basic", "Ecommerce Scale") |
| Price | Monthly cost excluding taxes |
| Recommended Badge | ⭐ Shown on the suggested plan |
Key Metrics
Each plan card highlights two key metrics:
| Metric | Description |
|---|---|
| Conversations | Approximate monthly conversation capacity |
| Assistants | Number of AI assistants included |
Feature List
Below the metrics, a feature list shows what's included in each plan.
Selecting a Plan
Current Plan Indicator
If you're viewing your current plan, the selection button shows:
- ✓ pricing.selected (indicating active selection)
- Button is styled differently to indicate current status
Selecting a New Plan
- Review the recommended plans
- Compare features and pricing
- Click Select on your chosen plan
- Follow the checkout process to complete the change
Plan Changes
When changing plans:
| Scenario | Behavior |
|---|---|
| Upgrading | Immediate access to new features; prorated billing |
| Downgrading | Takes effect at next billing cycle |
| Same tier | No changes needed |
View All Plans
Click View all plans at the bottom of the modal to see the complete plan catalog. This expands the view to show:
- All available subscription tiers
- Detailed feature comparisons
- Special offers and promotions
Enterprise Plans
Need More?
If the standard plans don't meet your requirements, the modal includes an enterprise contact section:
| Element | Description |
|---|---|
| Message | "Need more?" |
| Description | "Contact us for custom enterprise pricing" |
| Contact Sales | Button to reach the sales team |
Custom Enterprise Features
Enterprise plans can include:
- Unlimited AI tokens
- Unlimited documents
- Unlimited assistants
- Unlimited seats
- Dedicated support
- Custom integrations
- SLA guarantees
- On-premise deployment options
Billing Information
Payment Methods
Manage your payment methods through the billing section:
- Click Manage Billing from the Organization page
- Add, update, or remove payment methods
- Set a default payment method
Accepted Payment Methods
- Credit/Debit cards (Visa, Mastercard, Amex)
- SEPA Direct Debit (EU)
- Bank transfers (Enterprise plans)
Billing Cycle
- Monthly plans: Billed on the same day each month
- Annual plans: Billed once per year (discounted rate)
- Usage overages: Billed at the end of the billing period
Invoices
Accessing Invoices
Invoices are available from the Organization page in the "Recent Invoices" section. Each invoice includes:
- Invoice number
- Issue date
- Line items and quantities
- Tax breakdown
- Total amount
Invoice Formats
- PDF Download: For record-keeping and accounting
- Web View: For quick online review
Troubleshooting
Payment Failed
| Issue | Solution |
|---|---|
| Card declined | Update payment method with valid card |
| Insufficient funds | Ensure account has sufficient balance |
| Expired card | Add a new card with valid expiration |
Can't Downgrade
| Issue | Solution |
|---|---|
| Over usage limits | Reduce usage before downgrading |
| Active features | Disable features not available in lower tier |
Plan Not Available
Some plans may not be available based on:
- Your current assistant configuration
- Geographic restrictions
- Promotional periods
Contact support if you need access to a specific plan.
Related Documentation
- Organization Overview - Main organization dashboard
- Usage Statistics - Monitor consumption
- Access Control - Manage team seats