# Plans & Subscriptions

## Plan Creation and Editing

Subscription plans define what features and limits each user tier gets. Navigate to Admin Panel → Plans to manage plans.

1. Click Create Plan.
2. Enter the plan details:
   - Plan name: e.g., "Starter", "Professional", "Enterprise"
   - Description: A short summary displayed on the pricing page
   - Badge/Label: Optional highlight like "Most Popular" or "Best Value"
   - Sort order: Controls the display order on the pricing page
3. Click Save.

To edit an existing plan, click the Edit button on the plan card. Changes to plan details take effect immediately on the pricing page. Existing subscribers are not affected until their next billing cycle (for pricing changes) or immediately (for feature limit changes, depending on your configuration).

## Feature Limits Configuration

Each plan can have configurable limits on key features:

Limit | Description | Example Values
--- | --- | ---
Email accounts | Maximum number of email accounts a user can connect | 1 / 5 / 25 / Unlimited
AI replies per month | Maximum AI-generated replies per billing period | 100 / 1,000 / 10,000 / Unlimited
Knowledge Base documents | Maximum files in the Knowledge Base | 10 / 50 / 500 / Unlimited
Channels | Which communication channels are available | Email only / Email + Chat / All channels
Team members | Number of team members who can collaborate | 1 / 3 / 10 / Unlimited
Contacts | Maximum contacts/leads in the CRM | 500 / 5,000 / 50,000 / Unlimited
AI monthly budget | Maximum AI API spend per month (in dollars) | $5 / $25 / $100 / Unlimited

Set each limit to a numeric value or "Unlimited" (represented as -1 in the system). When a user reaches a limit, they see a notification prompting them to upgrade.

## Pricing (Monthly / Yearly)

Each plan supports two billing intervals:

- Monthly price: The amount charged every month.
- Yearly price: The amount charged annually. Typically set to 10–12x the monthly price (offering a discount for annual commitment).

You can also create a Free plan by setting both prices to 0. Free plans are useful as a trial tier or for limited freemium access.

The pricing page on your MailTrixy frontend automatically displays a toggle for monthly vs. yearly billing, showing users the savings for annual plans.

> Tip: Offer a 15–20% discount on annual plans to encourage long-term subscriptions and reduce churn.

## Plan Features Toggle

Beyond numeric limits, each plan has feature toggles — boolean on/off switches for specific capabilities:

- AI Replies: Enable or disable AI reply generation entirely.
- Auto-Send: Allow or disallow automatic sending of AI replies.
- Knowledge Base: Enable or disable RAG functionality.
- Website Scraping: Allow or disallow the web scraping feature.
- Sentiment Analysis: Enable or disable sentiment badges.
- WhatsApp Channel: Enable or disable WhatsApp integration.
- SMS Channel: Enable or disable Twilio SMS.
- Telegram Channel: Enable or disable Telegram bot.
- Slack Channel: Enable or disable Slack integration.
- Live Chat Widget: Enable or disable the embeddable chat widget.
- API Access: Enable or disable REST API access.
- Custom AI Personality: Allow or restrict custom personality prompts (vs. presets only).
- Priority Support: Display a priority support badge and routing.

Feature toggles let you create differentiated plan tiers that clearly show value progression from lower to higher plans.

## Subscription Management

Manage individual user subscriptions from the Admin Panel → Subscriptions page or from a user's profile.

- View subscriptions: See all active, expired, and cancelled subscriptions with payment history.
- Manual plan assignment: Assign a plan to a user without requiring payment (useful for partners, beta testers, or internal users).
- Extend subscription: Add days or months to an existing subscription.
- Cancel subscription: Immediately cancel a user's subscription. They retain access until the current billing period ends.
- Refund: Issue a refund through the payment gateway (Stripe, PayPal, etc.) directly from the admin panel.
- Subscription logs: View a complete history of plan changes, upgrades, downgrades, and payment attempts for each user.