Plans

Create and manage your plans for Partners

The Plans section under Partners allows you to create, manage, and control pricing plans that can be offered to resellers and their customers. These plans define billing cycles, pricing, usage limits, and included benefits.

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Accessing Plans

1. Go to Partners from the left navigation menu.

2. Click on the Plans tab.

You will see a list of all existing partner plans.

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Manage Plans

On the Manage Plan screen, you can:

• View all created plans

• Search plans by name

• Check plan type (Usage-Based or Revenue-Sharing)

• Enable or disable a plan using the Status toggle

• Control whether a plan is visible or hidden

• Perform actions like Duplicate or Archive

• Create a new plan

Available Actions

• Create Plan: Add a new partner plan

• Duplicate: Create a copy of an existing plan for faster setup

• Archive: Disable a plan so it can no longer be assigned (existing assignments remain unaffected)

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Create a New Plan

Creating a plan consists of two steps:

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Step 1: Plan Basics

This section defines the core details of your plan.

Basic Details

• Plan Type: Select the type of plan:

  • Usage-Based Plan – Pricing based on predefined limits

  • Revenue-Sharing Plan – Revenue is shared between you and the reseller

• Plan Name: Internal identifier for the plan

• Plan Display Name: Name visible to resellers or customers

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Payment Subscription Period

Choose one or more billing cycles:

• Monthly

• Quarterly

• Yearly

You can offer multiple billing options under a single plan.

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Pricing Plan

• Select the Currency

• Enter pricing for each enabled billing cycle (Monthly / Quarterly / Yearly)

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Applicable Taxes

• Enable GST if applicable to the plan

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Step 2: Plan Benefits

Define what is included in the plan:

• Messages Number of messages allowed across all channels (excluding WhatsApp)

• WhatsApp Conversations Monthly WhatsApp conversation limit included in the plan

• Team Members Number of team members allowed to access the account

These limits control usage and access for resellers and their customers.

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Saving the Plan

• Click Create Plan to save and activate the plan

• Click Discard to cancel changes

Once created, the plan becomes available for assignment based on its visibility and status.

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Best Practices

• Use clear Display Names for reseller-facing plans

• Duplicate existing plans to save time when creating similar offerings

• Archive outdated plans instead of deleting them to preserve historical data

• Review plan benefits carefully to avoid over-usage or billing issues