> For the complete documentation index, see [llms.txt](https://partners.botpenguin.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://partners.botpenguin.com/partner-platform-guidelines/customer-plans.md).

# Customer Plans

If you've partnered with BotPenguin and need help with -

* **Creating new plans for your customers**
* **Managing your customers' plans**
* **Editing existing plans**
* **Understanding complex terms**

You're in the right place. This guide will walk you through each step.

Understanding Key terms:

| Features             | Use cases                                                                                                                                                               |
| -------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Status               | <p>a. Active: Plan Visible to customers</p><p>b. Inactive: Plan Hidden from customers</p>                                                                               |
| Archive              | Archiving a plan hides it from new customers on the panel while keeping it visible and accessible to existing customers who are already using(only that particular) it. |
| Add-on               | Add extra features to your current plan                                                                                                                                 |
| Integration          | Connect your bot with listed Apps/CRMs                                                                                                                                  |
| Configuration        | Set up invoice details and configure the customer pricing page                                                                                                          |
| Payment Grace period | Extra days given to customers to continue services after their plan expires                                                                                             |
| Recommend Plan       | Promote the plan you want customers to choose                                                                                                                           |
| Feature Restriction  | Set limits for the number of messages for chatbots                                                                                                                      |

## Getting Started

Log in using your credentials to access your dashboard.

<figure><img src="/files/IX0jC9gfp040NBObKKB3" alt=""><figcaption></figcaption></figure>

If everything appears correct but you are still unable to proceed, please contact us at [support@botpenguin.com](mailto:contact@botpenguin.com). Our support team is here to assist you with any issues or questions you may have.


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