Plans & Credits

Plans live in one org-level catalog (Configure > Monetization) and are offered on Storefronts by attachment. Define a plan once; it behaves the same everywhere it's attached, and a subscriber keeps one subscription and one credit pool per plan no matter how many Storefronts offer it.

Plan fields

• Name and description - what end users see on the pricing screen.
• Price and billing frequency - monthly or yearly; a price of 0 makes a free plan (no Stripe involved).
• Trial days - optional free trial on paid plans.
• Credits per period - the usage allowance each subscriber gets, refreshed every billing cycle. Changing it later applies to existing subscribers from their next cycle.
• Anonymous credit limit (free plans) - an optional smaller cap for visitors who haven't given an email yet. When an anonymous visitor hits it, they're asked to verify their email to unlock the plan's full allowance - a built-in email-capture funnel.
• Allow own OpenAI API key (BYOK) - subscribers can add their own key; runs on it don't consume their credits.

Products a plan adds

A plan carries its own set of products - Flows, Agents, and Suites that subscribing unlocks. These are configured on the plan (in the editor's "Products this plan adds" section) and travel with it to every Storefront it's attached to, on top of whatever that Storefront offers everyone by default.

Want everything paywalled? Leave the Storefront's defaults empty and put all products on plans.

How credits work

• Each subscription has its own pool: the plan's allowance, refreshed each period.
• Running a product consumes credits from the granting subscription.
• At around 70% consumption the end user sees a warning; at exhaustion they're blocked with an upgrade/top-up prompt.
• Credit packs are one-time top-ups you can offer alongside plans. Pack credits sit in a bonus pool that survives the period reset and is consumed only after the monthly allowance runs out.

Pricing changes

Editing a paid plan's price creates a new price in Stripe - existing subscribers keep their current price (grandfathered); new subscribers pay the new one. Archiving a plan hides it from pricing screens; it can't be archived while it has active subscribers.

Giving access without payment

• Comp a plan from the Users page - full plan benefits, no Stripe subscription.
• Provision via the API - your system takes payment, then creates the account with plans attached.
• Individual grants - allow (or deny) specific products for specific users, no plan involved.