01
Monitor active allowances and plan tiers
- Flex: $0/mo base, 1.25% platform fee (125 bps), 1 Office + 2 Crew seats, 50 texts.
- Solo: $39/mo base, 0.50% platform fee (50 bps), 2 Office + 2 Crew seats, 500 texts, 250 AI credits.
- Growth: $129/mo base, 0.25% platform fee (25 bps), 5 Office + 10 Crew seats, 1,500 texts, 500 AI credits.
- Scale: $329/mo base, 0.10% platform fee (10 bps), 15 Office + 50 Crew seats, 3,000 texts, 1,000 AI credits.
02
Plan changes charge or credit immediately on click
When you upgrade or downgrade your plan in Settings, the plan change executes immediately. Prorated subscription charges or credits move funds immediately upon confirmation.
03
Overage authorization controls
If "Overage Authorization" is turned OFF, outgoing marketing sends or texts that exceed your plan allowance are refused (not billed silently). Turn overage authorization on if you prefer pay-as-you-go top-ups without service interruption.
Completion check
Confirm before moving on
Use these checks to make sure the dashboard and the real-world workflow agree.
- Active plan allowances, seats, and credit balances are monitored.
- Platform fee rates and immediate plan change mechanics are understood.
- Overage authorization settings align with your company budget preferences.
Troubleshooting
When the workflow doesn’t look right
Outgoing campaign failed due to allowance limit.
Purchase a top-up credit pack or enable overage authorization in Settings → Plan & Usage.
Keep going