Monthly plans

A plan is a monthly subscription that adds credits to your organization's balance when it starts and at every renewal, for less than paying as you go ($10 per 1,000 credits). It renews by itself every month until you cancel. A plan is only credits: every feature is included on every plan and without one, with unlimited agents and no seats.

The plans

The saving is against paying as you go: the 1,000-credit pack at $10. Plan credits join the same balance as pack credits and the free credits, and they never expire: what you don't use carries over. An organization has one plan at a time.

Before you start

• You're an owner, admin or billing member of the organization. Other members see the balance and who to ask.
• You have a card. Payment runs through Stripe; card details never reach SentientOne. The card you pay with is saved and charged at each renewal.

Start a plan

1. 1

   Open Billing

   Click Add credits on the credits panel at the bottom of the left menu, or click your name below it and choose Billing. Both open Settings → Organization → Billing. The plans are in its Plan section.

2. 2

   Choose a plan

   Pick Choose Starter, Choose Pro or Choose Scale.

3. 3

   Pay in the checkout

   Stripe's checkout opens inside the page with the price a month. Enter your card and confirm. If your bank asks you to approve the payment, follow its prompt.

4. 4

   Check your plan and balance

   The plan's credits are added as soon as the payment succeeds, and a receipt is emailed to you.

Renewals, reminders and receipts

• The Plan section shows the date of the next renewal. On that day your saved card is charged the plan's price for the month ahead, and the plan's credits are added to the balance.
• Three days before each renewal, a reminder email says what will be charged.
• A receipt is emailed when the plan starts and at every renewal. Each payment is also listed under Billing → Receipts, with Stripe's receipt and the invoice PDF.
• You also get an email when the plan is changed, cancelled, kept or ends. Plan emails go to the same people as the organization's other billing emails and are always on. See Email alerts.

Change your plan

When you have a plan, its section lists the other plans under Change plan.

• If the card is refused when you upgrade, nothing changes: you stay on your plan and nothing is charged. Change the card, or pay for the bigger plan in the checkout with another one.
• After a switch to a smaller plan, you can change back any time before the renewal.
• The credits already on your balance stay, whichever way you change.
• An upgrade is charged in full: there are no part-month refunds for the plan you leave.

Cancel your plan, or keep it

1. 1

   Open the Plan section

   Go to Settings → Organization → Billing and find Plan.

2. 2

   Choose Cancel plan

   The dialog says the day the plan ends and how many credits stay. Confirm with Cancel plan.

• Cancelling stops the next renewal, so nothing more is charged.
• The plan stays until the end of the month you've paid for. Until then the Plan section shows it as Ending, with the date.
• Every credit stays on your balance, and you can still buy packs.
• To keep the plan after all, choose Keep plan any time before it ends. It then renews as before.
• After a plan has ended, you can start one again any time.

If a renewal payment fails

• You get an email, and the Plan section shows Payment overdue. No credits are added for that renewal; the credits you have stay.
• Stripe tries the payment again by itself.
• Update card saves a new card and tries the payment on it straight away. Try again tries the saved card.
• While a payment is overdue, you can't move to another plan.
• If the payment keeps failing, the plan ends. Your credits stay, and you can start a plan again any time.