Plans at a glance
Feature availability by plan
Why this matters operationally
Plan and billing state directly affect:- Access to Conversations and Booking tabs
- Manual messaging capability
- AI SMS conversation behavior
- Whether the workspace is considered active
When billing is inactive
Signs of an inactive billing state:- Redirects to the pricing page instead of the dashboard
- Locked Conversations or Booking tabs
- AI replies skipped silently
- Inability to send manual follow-up messages
- Dashboard warnings about billing status
What to review
- Current plan name and tier
- Billing status (active, blocked, or pending cancellation)
- Next billing date or trial state
- Whether access is still active for all expected features
Common mistakes
- Troubleshooting SMS behavior before checking billing state — always check billing first
- Assuming all workspaces have manual messaging or conversations access — these are plan-gated
- Forgetting that plan restrictions appear as feature unavailability rather than explicit errors
- Letting billing lapse during an active recovery campaign — leads stop being processed