Packages

Packages are the custom plans you create for your clients. Instead of offering the same default plans to everyone, you can build packages tailored to different client needs, with specific features, limits, and descriptions that match your service offerings.

What Are Agency Packages?

When you create a client company, you assign it a package. That package determines what features and limits the client has access to. Think of packages as the service tiers you offer under your agency brand.

For example, you might create:

• A Starter package with basic chat and limited sessions.
• A Professional package with AI features and more user seats.
• A Premium package with everything included and higher limits.

You control what goes into each package, so your pricing and feature tiers are entirely up to you.

Creating a Package

To create a new package:

1. Go to Packages in the agency sidebar.
2. Click Add Package.
3. Fill in the package details:
   • Title — A clear name for the package (e.g., "Growth Plan" or "Enterprise").
   • Description — A short summary of what the package includes. This helps you and your staff identify the package at a glance.
   • Features — Select which features are included in this package (chat, calls, AI, sessions, etc.).
   • Limits — Set caps on usage where applicable.
4. Configure the additional settings (see below).
5. Click Save.

Setting User Counts

Each package can specify how many users a client company is allowed to have. This controls the number of team members the client can invite to their workspace.

Set the user count when creating or editing a package. Choose a number that matches the service level you want to offer for that tier.

AI Credits

If the package includes AI features, you can set the number of AI credits the client receives. AI credits are consumed when the client's AI agent handles conversations and answers visitor questions.

tip

If you are unsure how many AI credits to allocate, start with a moderate amount and adjust based on your clients' usage patterns over the first few weeks.

Expiry

You can set an expiry for a package, which determines how long the package remains active after it is assigned to a client. This is useful for trial packages or time-limited promotions.

If you do not set an expiry, the package remains active indefinitely (or until you change it).

Assigning Emails for Package Access

You can restrict a package to specific clients by assigning email addresses. When you add emails to a package, only clients with those email addresses can be assigned that package.

This is helpful when you want to:

• Offer a special deal to a specific client.
• Reserve a premium package for select accounts.
• Control who has access to certain feature tiers.

note

If you do not assign any emails, the package is available for any client company.

Editing and Managing Packages

To update an existing package:

1. Go to Packages.
2. Click on the package you want to edit.
3. Make your changes to the title, description, features, limits, or access settings.
4. Click Save.

Changes to a package affect new assignments. If you need to update a package for a client who already has it, you may need to reassign the updated package to their company.

warning

Removing features from a package does not automatically remove them from clients who are already using that package. Review your active client subscriptions after making significant changes.

Next Steps

Learn how to customize the platform with your own branding in White-Label Branding.