> For the complete documentation index, see [llms.txt](https://documentation.proto.cx/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://documentation.proto.cx/docs/settings/general/plan-and-billing.md). # Plan & billing Manage your workspace plan, billing, and voice credits. {% hint style="warning" %} Requires the **Manage plan & billing** user permission. Plans and billing apply at the workspace level. {% endhint %} Go to **Settings → Workspace → Plan & Billing**. The page has three tabs: **Plan**, **Breakdown**, and **Detailed usage**. The [Current plan](#current-plan), [Additional interactions](#additional-interactions), [Plan limits](#plan-limits), [Manage billing](#manage-billing), [Upgrade](#upgrade), and [Downgrade](#downgrade) sections below describe the Plan tab; [Usage breakdown](#usage-breakdown) describes the Breakdown tab; [Detailed usage](#detailed-usage) describes the Detailed usage tab. *** ## Current plan Your active plan name and the amount due on your next invoice are shown at the top of the Plan tab, alongside: | Element | Shown when | | ------------------------------------------------------------------------------------------------ | ---------------------------------- | | Billing periodicity badge (for example **Monthly**, or **Every 3 months** for a custom interval) | Always | | **Past due** or **Unpaid** badge | Your subscription is in that state | | **Manage billing** and **Upgrade** buttons | Always | {% hint style="warning" %} Once your workspace has used 75% or more of its available interactions for the billing period (monthly allotment plus any purchased or pay-as-you-go interactions), a dismissible banner appears above the plan card naming the percentage used — shown in red from 90%. If you can manage billing, it offers a one-click **Buy additional interactions** button for a single bundle (hidden on the free plan, which has no bundles to buy — use [Additional interactions](#additional-interactions) below to buy more than one bundle at a time) and an **Upgrade plan** button; if you can't manage billing, it asks you to contact your workspace admin instead. The banner doesn't appear for [pay-as-you-go](#additional-interactions) plans, and dismissing it only hides it until you reload the page. {% endhint %} Usage counters below show consumption for the current billing period, each with a thin progress bar underneath. A counter with a finite limit shows a percentage-used badge next to its title, the amount used against the total (for example "120 / 1,000 used"), and how many interactions remain — the badge turns red from 90% used, and the remaining count and progress bar turn red once the limit is reached. A counter with no fixed total — currently only Additional interactions on a pay-as-you-go plan — shows just the amount used (for example "120 used"), with no percentage badge or remaining count, and its progress bar always stays empty. | Counter | Shown | Description | | ------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------- | | Monthly [interactions](/docs/getting-started/interactions.md) | Always | Used vs plan limit this month | | Additional interactions | Pay-as-you-go plans; or bundle-based plans (Lite, Pro, Total) once you've bought a bundle this period | Pay-as-you-go: consumption at the $0.05/interaction rate, with no fixed total. Bundle-based: used vs the bundles you've purchased this period | | Usage reset / Next billing date | Always | The date your monthly counters reset, shown next to your next billing date | *** ## Additional interactions {% hint style="info" %} Only available on the Lite, Pro, and Total plans — the [Plan limits](#plan-limits) section below is also limited to these plans. See [Interactions → Topping up](/docs/getting-started/interactions.md#topping-up) for how bundle pricing and auto top-up work. {% endhint %} From the Plan tab, buy extra interactions for the current billing period or set up automatic purchases, without leaving the page: | Action | Description | | ----------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Buy interaction bundles | Choose a quantity (1–50 bundles), then select **Buy \ bundles for $\** to complete the purchase via Stripe Checkout. You're returned to the Plan tab afterwards with a confirmation or cancellation message. | | Enable auto top-up | Toggle **Enable auto top-up** to automatically buy one bundle once your remaining interactions drop to or below the threshold set in **Top up when balance falls below**. Requires a payment method on file — turning it on without one shows an error asking you to add one first. | | Retry a failed top-up | If the last automatic top-up payment failed, a notice offers **Update payment method** and **Retry** — retrying re-attempts the same charge rather than creating a new one. | *** ## Plan limits {% hint style="info" %} Only shown on the Lite, Pro, and Total plans, alongside [Additional interactions](#additional-interactions) above. The Free and Enterprise plans don't show this section on the Plan tab. {% endhint %} A card lists how many of each item your workspace has created against its plan limit, as **used/total** — items with no limit show an infinity symbol instead of a total, and the count turns red once the limit is reached: | Item | Counts | | ------------------------------------------ | --------------------- | | [Teamspaces](/docs/settings/teamspaces.md) | Created vs plan limit | | [Teams](/docs/settings/general/teams.md) | Created vs plan limit | | [Users](/docs/settings/general/users.md) | Invited vs plan limit | | [AI Agents](/docs/modules/ai-agents.md) | Created vs plan limit | *** ## Usage breakdown {% hint style="warning" %} Viewing this tab requires being able to view billing information for the workspace — the same permission that also delivers the [voice credit alerts](#voice-credit-alerts) below. Buying credits, changing plans, or otherwise managing the subscription still requires the **Manage plan & billing** permission. {% endhint %} The **Breakdown** tab shows how your workspace's [interaction](/docs/getting-started/interactions.md) usage over a chosen date range splits across message, voice, email, AI action, and Inbox usage types. Select **Date range** to choose the period to report on. The picker supports custom start and end dates and times as well as quick presets, and a clear button resets it back to the default. The end of the range can't be earlier than the start. The tab opens by default showing your current billing period — offered as a **Current period** preset alongside the picker's other quick presets — once your plan's billing dates have loaded; it briefly shows the previous calendar month before that, and re-applies the current period automatically if your billing period changes while the page stays open. A note next to the date range picker confirms that all dates and times are interpreted in your browser's local timezone. Each usage type is drawn as a bar alongside its raw count and its percentage of the tab's grand total — the sum of every usage type shown on this tab. Usage types with no counter implemented yet always show 0 and 0.0%; as of this writing that applies to **Auto-tags**. Two further usage groups the API defines, **Perception** and **Insights**, aren't shown on this tab at all yet. Each count reflects the same weighted [interaction values](/docs/getting-started/interactions.md#interaction-types) used against your monthly allotment, not a simple count of events — for example, a voice message counts for more than a text message. Interaction types that don't map to a usage group here, such as Send API, aren't part of this tab's totals at all, so the grand total shown here can be lower than your total interaction consumption for the same range. | Group | Usage type | Counts | | ---------- | --------------- | ----------------------------------------------------------------------------------------------- | | Messages | AI messages | Chat messages sent by an AI agent (excludes voice and email) | | Messages | People messages | Chat messages sent by a live agent or the customer (excludes voice and email) | | Voice | TTS | Voice replies generated by an AI agent | | Voice | ASR | Voice messages sent by a customer, transcribed | | Emails | AI emails | Emails sent by an AI agent | | Emails | Manual emails | Emails sent by a live agent, plus inbound emails from customers | | AI actions | Auto-field | [Auto fill field](/docs/modules/ai-agents/workflows-and-actions/auto-fill-field.md) action runs | | AI actions | Auto team match | [Auto team match](/docs/modules/ai-agents/workflows-and-actions/auto-team-match.md) action runs | | AI actions | LLM processing | [LLM processing](/docs/modules/ai-agents/workflows-and-actions/llm-processing.md) action runs | | AI actions | SQL query | [SQL query](/docs/modules/ai-agents/workflows-and-actions/sql-query.md) action runs | | Inbox | Summaries | Chat and ticket summaries generated by [AI Analysis](/docs/settings/teamspaces/ai-analysis.md) | | Inbox | Translations | Real-time message translations | | Inbox | Co-pilot | [Inbox Copilot](/docs/settings/teamspaces/inbox-copilot.md) draft-mode replies | | Inbox | Mediation | Inbox Copilot mediate-mode replies | {% hint style="info" %} Auto-tags isn't shown as its own row above because the tab doesn't display it yet, even though the feature itself is in active use — the underlying usage counter hasn't been wired up. Perception (Scrapes) and Insights are similarly defined in the API but aren't surfaced on this tab yet. {% endhint %} *** ## Detailed usage {% hint style="warning" %} Viewing this tab requires being able to view billing information for the workspace — the same permission that also delivers the [voice credit alerts](#voice-credit-alerts) below. Buying credits, changing plans, or otherwise managing the subscription still requires the **Manage plan & billing** permission. This is a different tab from the similarly named **Detailed usage** tab under [Voice API](/docs/settings/general/voice-api.md#detailed-usage) settings, which is unrelated and unaffected. {% endhint %} This tab charts your workspace's [interaction](/docs/getting-started/interactions.md) usage over a date range you choose, filtered and optionally split by segment. The end of the range can't be earlier than the start. Select **Date range** to choose the period, using the same picker described under [Usage breakdown](#usage-breakdown) above — including the default **Current period** range and the browser-timezone note. This tab shares its date range with the Breakdown tab: changing the range on either tab carries it over to the other, since the selection is kept while you switch between tabs rather than reset each time. ### Summary tiles Four cards summarise the selected range, using the same date range and filters as the chart below: | Tile | Shows | | --------------- | ----------------------------------------------------------------------------------------------------------------------------------------- | | Total | Total interactions in the range. | | Average per day | Total divided by the number of days in the range. | | Peak day | The single day with the most interactions; its title names the date once there's data (for example, "Peak day: 21 Jul"). | | Peak hour | The single hour with the most interactions; its title names the date and time once there's data (for example, "Peak hour: 21 Jul 14:00"). | Peak day and Peak hour show a dash (**-**) and keep their generic title when nothing was used in the range. ### Interaction usage chart A bar chart of interaction counts over the selected range, with controls above it: | Control | Options | | -------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Group by** | Hour, Day, Week, Month, Quarter, or Year — Day by default. | | **Segment by** | Interaction type, Interaction source, Teamspace, AI Agents, Live agent, or Team, splitting each bar into that dimension. Leave it cleared to show a single total per bar. | Choosing **Hour** collapses the date range to a single day — the start of the current range, or today if none is set. Switching to any other grouping restores the range you had before, unless you picked a different single day while grouped by hour. Use the chart's download icon to export the underlying data as CSV, or the screenshot icon to save it as an image. #### Filters | Filter | Restricts to | | ------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Interaction type | One or more of the usage types listed in [Usage breakdown](#usage-breakdown) above. Auto-tags, Scrapes, and Insights aren't offered here either, for the same reason given there. | | Interaction source | AI agent, Live agent, Inbound, or Automatic. | | Teamspace | One or more workspace teamspaces, searchable by name. | | AI Agents | One or more chatbots, searchable by name and grouped under their teamspace's name. | | Live agent | One or more workspace users, searchable by name. | | Team | One or more workspace teams, searchable by name. | Select **Reset all** to clear every filter and the segment at once. *** ## Manage billing | Action | Description | | ------------------------- | ---------------------------------------------------------------------------------------- | | **Manage billing** | Opens the Stripe billing portal to update your subscription, add-ons, or payment method. | | **View invoices** | Opens the Stripe portal showing past invoices. | | **Update payment method** | Opens the Stripe portal to change the card on file. | *** ## Upgrade 1. Expand the toolbar by selecting the Proto icon button. 2. Select **Upgrade** next to the monthly interactions counter. 3. Complete checkout on the Stripe page. ## Downgrade Select **Manage billing** to open the Stripe portal and choose a lower plan. *** ## Voice credits [Voice API](/docs/developers/apis/voice-api.md) usage (TTS and ASR requests) is billed separately from interactions, against a workspace-level voice credit balance. Each successfully processed request deducts one credit. New workspaces start with a balance of 50 credits. Manage your credit balance, buy credits, and configure auto top-up from **Settings → Workspace →** [**Voice API**](/docs/settings/general/voice-api.md). *** ## Voice credit alerts {% hint style="info" %} Applies only to workspaces that use the [Voice API](/docs/developers/apis/voice-api.md); a workspace that has never made a Voice API call does not receive these alerts. {% endhint %} When a workspace's voice credit balance drops below its auto top-up threshold, Proto emails everyone in the workspace who can view billing information. | Alert | Sent when | Repeats | | ------------------- | ------------------------------------------------------------- | ------------------------------------------------------- | | Low balance | Balance is below the threshold but above zero | About once a day, while the balance stays in this range | | Credits exhausted | Balance reaches zero | Once, immediately | | Exhausted follow-up | Balance is still zero roughly a day after the exhausted alert | Once | After the follow-up email, alerts stop while the balance stays at zero. They resume once the balance recovers: fully, if it returns to at least the threshold, or partially — skipping straight back to the low-balance reminder — if a top-up leaves the balance above zero but still below the threshold. If auto top-up is enabled, these alerts are skipped, unless the workspace's most recent automatic top-up failed (for example, a declining card), in which case alerts resume as normal. ### Automatic top-up receipts Whenever an automatic top-up completes or fails, Proto emails the result to everyone in the workspace who can view billing information, regardless of who triggered or retried it. ### In-product alert Independently of the email alerts, a warning toast also appears in the app for users who can view billing information. It can appear anywhere in the platform once a user is signed in and a workspace is selected — it is not limited to the billing settings page. | Alert | Shown when | Repeats | | ----------------- | --------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Low balance | Balance is below the auto top-up threshold but above zero | Once per login session, per user and workspace. Dismissing the toast (closing it or selecting **Buy credits**) hides it until the next login or workspace switch. | | Credits exhausted | Balance reaches zero | Once. Persists across logins and reloads until the balance recovers above zero, after which it can appear again the next time the balance reaches zero. | The toast includes a **Buy credits** button that opens the Billing tab of the workspace's Voice API settings (**Settings → Workspace →** [**Voice API**](/docs/settings/general/voice-api.md) **→ Billing**). Like the email alerts, the toast never appears for a workspace that has never used the Voice API. Unlike the email alerts, it is suppressed for as long as auto top-up stays enabled — there is no equivalent "resumes if the last top-up failed" exception for this toast.