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Account

The Account page brings together everything about your workspace's plan and billing in one place: an overview of where you stand, your subscription, your wallet, your usage against your plan limits, your invoices, and the referral programme. Each lives on its own tab.

Opening the page​

Open the user menu (your avatar, bottom-left of the sidebar) and choose Account. The page is available to administrators only.

The Account page replaces the former standalone Usage and Plans & billing menu items. Old links keep working — /usage opens the Usage tab and /billing opens the Subscription tab automatically.

The tabs​

The page has these tabs across the top:

  • Overview — your plan, wallet, promotions and limits at a glance, with anything that needs attention on top. The page opens here.
  • Subscription — your current plan, the plan catalogue, secure checkout, and the Stripe billing portal.
  • Usage — how much of your AI and messaging allowance you have used this billing period.
  • Invoices — your billing history.
  • Referrals — your referral code and link, your earnings, and payout requests.

The tab you are on is part of the page address, so you can bookmark or share a link to a specific tab and refreshing keeps you on the same tab. Switching tabs does not add to your browser history, so the Back button takes you to the page you came from, not through every tab you clicked.

You can move between tabs with the mouse or the keyboard: focus a tab and use the Left/Right arrow keys to move between them.

Overview​

Overview is the first tab and the one the page opens on. It answers "where do we stand?" at a glance, so you do not have to visit four tabs:

  • Needs attention — anything that needs you, most urgent first: an overdue subscription payment, a renewal coming up with nothing set up to pay for it, a low or empty wallet, an assistant that is switched on but has no credit for its AI model, file storage filling up, a limit reached this period, or a promotion ending within a week. Each has a View button that opens the tab with the details.
  • Plan — the plan's name and state (Free, Trial, Active, Ending, Payment overdue, Cancelled), when it renews and for how much (plan plus add-ons, before tax), or the date it ends if you cancelled it; whether you are billed monthly or yearly; and how many team seats are used of those included.
  • Wallet — your balance (with a Low or Empty badge when it needs a top-up), bonus credit, your last top-up, and what usage on the platform's AI key and paid services has cost this month.
  • Promotions — each active promotion with the credit it has left, when the credit expires, which AI models and channels it covers. Ended promotions are folded away under a line you can open.
  • Usage and limits — every counter your plan limits (AI replies, AI assistant calls, messages, SMS, web searches and any other limit your plan has), plus team seats, channel slots and file storage, each as used of limit with a bar. A bar turns amber at 80 % and red at the limit. Counters with no limit show what you used. The line at the top says when the counters reset (the first day of next month).

Each section only appears to people who may see it: the plan, wallet and promotions need permission to view billing, the counters need permission to view usage. Someone with neither does not see the tab. Nothing on the Overview tab buys or changes anything — plan changes, top-ups and invoices stay on their own tabs.

On the phone​

The mobile app has the same overview: Menü → Plan & usage, in the workspace group. It shows the same warnings, plan, wallet, promotions and limits; pull down to refresh. Promo codes — to see your promotions or redeem a code — is a row inside it.

The app only shows where you stand: changing the plan, topping up the wallet and invoices are done on the web panel.

Subscription​

The Subscription tab shows the plan your workspace is on and the plans you can switch to.

How paid plans work

Choosing a paid plan opens secure checkout (hosted by Stripe). Your subscription activates only after your payment is confirmed — until then your workspace keeps its current plan. Switching to the Free plan is immediate and takes no payment.

At the top you will see:

  • Your current plan — its name (for example, Free or Pro) and a status badge (Trial, Active, Past due, Canceled).
  • The billing period — the calendar month your usage is counted against.
  • Manage billing — on a paid plan, a button that opens the Stripe billing portal where you can update your card, download invoices, or cancel.
  • Usage vs your plan limits — one row per metric (AI replies, AI tokens, messages received, messages sent) with a bar showing how much of your plan's allowance you have used. Metrics your plan does not cap show as unlimited.

New workspaces start on the Free plan in a trial state.

The plan catalogue​

Below your current plan, each available plan is shown as a card with its name and a short description, its price, the headline limits (AI replies and tokens per month, and agent seats), and an action button labelled for the change relative to your current plan: Upgrade (a higher-priced plan), Downgrade (a lower-priced plan), or Your current plan (marked and not selectable). Plans with unlimited usage or seats show Unlimited.

Switching plans​

Click Upgrade or Downgrade on the plan you want.

  • A paid plan sends you to a secure Stripe checkout page. After you pay, you are returned to the Subscription tab and your new plan and limits take effect. If you do not complete payment, nothing changes.
  • The Free plan switches your workspace immediately, with no payment.

To change your card or cancel a paid plan later, use Manage billing on your current-plan card.

After checkout​

When you return from the secure checkout page, you land back on the Subscription tab and a banner appears at the top:

  • Payment confirmed — your subscription is activating. It can take a moment for the new plan to show; the page refreshes itself as soon as the change is recorded.
  • Checkout canceled — you left checkout without paying, and your plan is unchanged.

Close the banner with the × button.

Usage​

The Usage tab shows how much of your AI and messaging allowance you have used in the current billing period, and how much is left. For the full details — what each metric means, how the billing period works, and what happens when a limit is reached — see Usage & quotas.

Invoices​

The Invoices tab lists your past invoices, newest first, with the invoice number, date, amount, and a status badge (for example, Paid). When an invoice has a hosted page, a View invoice link opens it in a new tab. Before your first payment — or on the Free plan — there are no invoices yet and the tab shows a short empty-state message.

Referrals​

The Referrals tab is where you invite other businesses and earn a commission when they subscribe to a paid plan. It shows your referral code and link, a summary of how many workspaces you have referred and how much you have earned, your commission history, and the payout request action. For the full walkthrough, see Referral programme.

How limits relate to usage​

Your plan sets the per-period limits that the Usage tab measures against. When you move to a higher plan, your AI reply and token allowances increase; when an enforced limit is reached, the AI assistant pauses generating new replies until the next period or until you move to a plan with a higher allowance. See Plans & subscription for more on choosing a plan.