Plan & billing
Manage your workspace plan, billing, and voice credits.
Requires the Manage plan & billing user permission. Plans and billing apply at the workspace level.
Go to Settings → Workspace → Plan & Billing.
The page has three tabs: Plan, Breakdown, and Detailed usage. The Current plan, Additional interactions, Plan limits, Manage billing, Upgrade, and Downgrade sections below describe the Plan tab; Usage breakdown describes the Breakdown tab; 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:
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
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 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 plans, and dismissing it only hides it until you reload the page.
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.
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
From the Plan tab, buy extra interactions for the current billing period or set up automatic purchases, without leaving the page:
Buy interaction bundles
Choose a quantity (1–50 bundles), then select Buy <n> bundles for $<amount> 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
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:
Created vs plan limit
Created vs plan limit
Invited vs plan limit
Created vs plan limit
Usage breakdown
Viewing this tab requires being able to view billing information for the workspace — the same permission that also delivers the voice credit alerts below. Buying credits, changing plans, or otherwise managing the subscription still requires the Manage plan & billing permission.
The Breakdown tab shows how your workspace's interaction 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 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.
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
Inbox
Translations
Real-time message translations
Inbox
Mediation
Inbox Copilot mediate-mode replies
Detailed usage
Viewing this tab requires being able to view billing information for the workspace — the same permission that also delivers the 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 settings, which is unrelated and unaffected.
This tab charts your workspace's interaction 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 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:
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:
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
Interaction type
One or more of the usage types listed in 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
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
Expand the toolbar by selecting the Proto icon button.
Select Upgrade next to the monthly interactions counter.
Complete checkout on the Stripe page.
Downgrade
Select Manage billing to open the Stripe portal and choose a lower plan.
Voice credits
Voice API 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.
Voice credit alerts
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.
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.
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 → 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.
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