Customer Plans Management

This page contains step by step guide how you can setup the pricing plans on the partner panel for your customers.

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	a. Active: Plan Visible to customers b. Inactive: Plan Hidden from customers
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.

If everything appears correct but you are still unable to proceed, please contact us at [email protected]. Our support team is here to assist you with any issues or questions you may have.