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Billing and Plan

Billing and Plan controls what the workspace is allowed to do.

Why this matters operationally

Plan and billing state can directly affect:
  • access to Conversations
  • access to Booking
  • manual messaging access
  • AI SMS conversation behavior
  • whether the workspace is considered active

Common effects of billing state

When billing is inactive or blocked, operators may see:
  • redirects to pricing
  • locked product areas
  • skipped AI replies
  • inability to send manual follow-up messages

What to review here

Use this page to verify:
  • current plan name
  • billing status
  • next billing date or trial state
  • whether cancellation is pending
  • whether access is still active

Common mistakes

  • troubleshooting SMS behavior before checking billing state
  • assuming all workspaces have manual messaging or conversations access
  • forgetting that plan restrictions can appear as feature unavailability rather than explicit errors