Easily create customized subscription plans to match different user segments or business needs. The Add New Plan feature allows you to define the plan name, base template, credit limits, and feature access, giving you full control over how your offerings scale.

Plans include limits for features such as email credits, team members, and AI usage. Once saved, they’ll be available in your white-label portal for assignment and activation.

Let’s get started 🚀

Step 1: Log in to your account and click the White Label icon on the Left-hand sidebar.

You will be navigated to the White Label page to view and access various tabs and settings.

Step 2: Click on the Plans tab at the top of the page.

Create and customize a new subscription plan by defining usage limits and enabling features customized to your needs.

Step 1: Click on the Add New Plan button to create your custom plan.

A modal window will appear displaying various plan options.

Define a custom plan by specifying the plan name and selecting a base template to prefill features.

Step 1: Enter the name of your plan in the Plan Name field.

Step 2: Click on the Start with a template drop-down menu to view the various plan options.

Here, you can view various subscription options for your plan, i.e., Basic, Scale, and Unlimited. For demonstration purposes, will proceed with the Basic plan.

Configure usage limits for key features like intent topics, email verification, AI writing, and multichannel accounts to align with the plan’s scope and value.

Step 1: Enter the required information in the provided fields.

Enable or disable specific platform features such as Unibox, Deal Pipeline, Integrations, and AI Auto Replies to customize the plan’s functionality.

Step 1: Select the appropriate features by enabling the feature toggles.

Step 2: Click on the Create button to save your plan.

Your plan will be saved successfully.

You can create the Scale and Unlimited plans in the same way.