Plans & billing

Two layers of billing:

1. Agency subscription — what the agency pays the platform. Set by SUPER_ADMIN.
2. Client plans — what the agency charges THEIR customers. Set by AGENCY_ADMIN under /dashboard/payments.

Agency subscription

Configured at signup or via /dashboard/payments (AGENCY_ADMIN). Drives:

• Total contact cap across all clients
• Total channel cap
• Concurrent team member cap
• Integration allow-list

Client plans

/dashboard/payments → Client plans — AGENCY_ADMIN creates plans they can assign to clients. Each plan has:

• Name + code
• Description + features (markdown bullets)
• Amount (minor units) + currency
• Structured limits:
  • Max WhatsApp channels
  • Max contacts
  • Max team members
  • Max GMB locations
  • Allowed integrations (["*"] for all, [] for none, or specific connector keys)

Assigning a plan to a client triggers the enforcement layer — the platform refuses operations that would exceed the limits.

Checkout

• Stripe — for USD / EUR / GBP / other major currencies
• Razorpay — for INR

Per-agency payment provider config at /dashboard/payments → Provider settings. Test mode keys for staging; live mode keys for production.

Plan-limit enforcement

The platform checks the client’s plan limits before performing limit-relevant operations:

• Before connecting a new channel
• Before importing contacts via CSV or creating a contact
• (more — see Plan limits + enforcement)

Limits are cached briefly for performance, and the system fails open during a transient outage — better to let a few extra inserts through than to brick the inbox.