Understanding Your Subscription

Last updated: May 20, 2025

Navigating Your ConvoDocs Subscription & Billing

This guide provides a clear overview of ConvoDocs subscription plans, usage limits, and billing processes, helping you manage your account effectively and choose the best options for your needs.

Exploring ConvoDocs Subscription Tiers

We offer various subscription tiers designed to cater to different usage levels and feature requirements. Key details for our main plans are below (please refer to our official pricing page for the most current information and potential additional plans):

1. Starter Plan

  • Target Audience: Individuals, small businesses, or those new to AI chatbots looking to explore core functionalities.
  • Key Features:
    • Typically includes support for 1 Agent.
    • A defined number of conversations per month (e.g., 20 conversations). A conversation is usually a sequence of interactions between a user and your agent within a specific timeframe.
    • Access to basic agent customization and knowledge base features.
    • Standard web interface access for management.
  • Considerations: Ideal for low-traffic websites or initial testing phases.

2. Pro Plan

  • Target Audience: Growing businesses, teams requiring more agents, or those needing more advanced features and higher usage limits.
  • Key Features (typically includes Starter features, plus):
    • Support for multiple Agents (e.g., 5 Agents).
    • A significantly higher number of conversations per month (e.g., 100 conversations).
    • Access to advanced agent settings and widget customization options.
    • Potentially includes features like API access, more detailed analytics, or priority support.
  • Considerations: Suitable for businesses with moderate to high customer interaction volumes and a need for more sophisticated AI agent management.

Enterprise / Custom Plans

For larger organizations with unique requirements, high volume needs, or a demand for specific integrations or service level agreements (SLAs), we often offer custom Enterprise plans. Please contact our sales team to discuss your specific needs.

Understanding Usage Limits

Each subscription plan comes with specific usage limits. It's important to understand these to avoid service interruptions or unexpected charges:

  • Agent Count Limits: The maximum number of distinct AI agents you can create and maintain under your plan.
  • Monthly Conversation Limits: The total number of conversations your agent(s) can handle within a monthly billing cycle. Exceeding this may lead to overage charges or a temporary suspension of service until the next cycle, depending on the plan terms.
  • Knowledge Base Size/Document Limits: Some plans might have limits on the total size of your knowledge base or the number of documents you can upload.
  • Usage Tracking: Your ConvoDocs dashboard provides tools to monitor your current usage against your plan limits (e.g., conversations used, number of agents active). Regularly check this to stay informed.
  • Overage Handling:
    • Some plans might offer a pay-as-you-go model for overages (e.g., a certain cost per additional 100 conversations).
    • Other plans may require you to upgrade if you consistently exceed your limits.
    • Details about overage policies are typically found on our pricing page or in your subscription agreement. Our OVERAGE_CONVERSATION_PRODUCT_ID and OVERAGE_CONVERSATION_PRICE_ID settings are used for this.

Billing and Account Management

  • Billing Cycle: Subscriptions are typically billed on a monthly or annual basis. Annual billing often comes with a discount.
  • Payment Methods: We accept various payment methods, usually including major credit cards. Secure payment processing is handled via Stripe.
  • Invoices & Receipts: You can access your billing history, invoices, and receipts through your account settings page, usually under a "Billing" or "Subscription" section.
  • Upgrading or Downgrading Your Plan: You can usually change your subscription plan through your account dashboard. Upgrades are often pro-rated, while downgrades typically take effect at the end of the current billing cycle.
  • Cancellation Policy: Refer to our terms of service for details on cancelling your subscription.

Best Practices for Subscription Management

  • Regularly Monitor Your Usage: Keep an eye on your conversation volume and other limits to anticipate needs.
  • Choose the Right Plan for Growth: If you anticipate rapid growth in website traffic or interaction volume, select a plan that can accommodate it or be easily upgraded.
  • Understand Overage Policies: Be aware of how overages are handled to avoid unexpected costs.
  • Leverage Annual Billing for Savings: If you're committed long-term, annual plans can offer significant cost benefits.
  • Keep Payment Information Updated: Ensure your payment method is current to avoid service interruptions.
  • Contact Support for Questions: If you have any questions about your subscription, limits, or billing, don't hesitate to reach out to our support team.

By understanding these aspects of your ConvoDocs subscription, you can ensure a smooth, uninterrupted service that scales with your business.

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