> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesvoicesai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Plans & Pricing Setup

> Learn how to configure your own pricing plans and limitations for your white labeled platform

Configure custom pricing plans for your platform users through the Administration Panel.

## Accessing Plan Settings

1. Open your Administration Panel
2. Navigate to "Plans" section
   <Frame>
     <img src="https://mintcdn.com/salesstructures/O00odtYxOH3-fPha/resources/plans.png?fit=max&auto=format&n=O00odtYxOH3-fPha&q=85&s=e61f680e6235cc7d82a43203650b7111" alt="Plans & Pricing Section" width="1638" height="596" data-path="resources/plans.png" />
   </Frame>

## Creating Plans

Create comprehensive pricing plans with detailed configuration options, limits, and pricing structures.

### Plan Configuration Form

<Frame>
  <img src="https://mintcdn.com/salesstructures/be3mPaXeB574D01f/resources/white-label-plan-form.png?fit=max&auto=format&n=be3mPaXeB574D01f&q=85&s=a02fa37f84dd5c74bbfb260d865cea9d" alt="Plan Creation Form" width="1125" height="492" data-path="resources/white-label-plan-form.png" />
</Frame>

### General Information Section

**Basic Plan Settings:**

* **Name:** Plan display name shown to customers
* **Description:** Detailed plan description and benefits (required)
* **Order:** Display order in pricing page (numeric value)
* **Is Active:** Enable/disable plan availability
* **Is Featured:** Display featured badge on plan
* **Color:** Plan theme color (Info, Success, Purple, Danger)

**Pricing Configuration:**

* **Included Minutes:** Base minutes included in plan (cannot be changed after creation)
* **Extra Minutes Cost:** Price per additional minute (minimum: your platform cost)

### Plan Limits Section

<Frame>
  <img src="https://mintcdn.com/salesstructures/be3mPaXeB574D01f/resources/white-label-plan-limits.png?fit=max&auto=format&n=be3mPaXeB574D01f&q=85&s=be05d6070d82fd99efc348f931f94389" alt="Plan Limits Configuration" width="1129" height="534" data-path="resources/white-label-plan-limits.png" />
</Frame>

**Count-Based Limits** (Value -1 for unlimited, 0 to disable):

* **Max Assistants:** Number of AI assistants (default: 1)
* **Max Campaigns:** Outbound calling campaigns (default: 1)
* **Max Cloned Voices:** Voice cloning limit (default: 1, max: 200)
* **Max Knowledgebases:** Knowledge base documents (default: 1)
* **Max Mid Call Tools:** Custom API integrations (default: 1)
* **Max Parallel Calls:** Simultaneous calls (default: 3)
* **Max Automation Runs:** Monthly automation executions (default: 500)
* **Max Own Numbers:** Phone numbers owned (default: 1)

**Feature Toggles:**

* **Web Widget:** Embeddable web calling widget (default: enabled)
* **Secondary Languages:** Multi-language support for assistants (default: enabled)
* **Automation Platform:** Access to workflow automation tools (default: enabled)
* **Calendar Integrations:** Cal.com and GoHighLevel scheduling (default: enabled)
* **Custom Dashboards:** Build personalized analytics dashboards with widgets (default: enabled)

### Features Display Section

<Frame>
  <img src="https://mintcdn.com/salesstructures/be3mPaXeB574D01f/resources/white-label-plan-features.png?fit=max&auto=format&n=be3mPaXeB574D01f&q=85&s=5d85a4bf91a9ccc21274829c48fffdd5" alt="Plan Features List" width="1107" height="241" data-path="resources/white-label-plan-features.png" />
</Frame>

**Plan Features List:**

* Add up to 15 custom features per plan
* Each feature limited to 80 characters
* Features appear as bullet points on pricing page
* Use descriptive benefits and capabilities

**Common Feature Examples:**

* "120 included minutes, then \$0.20 / extra minute"
* "1 assistant"
* "1 outbound campaign"
* "3 calls in parallel"
* "1 cloned voice"
* "24/7 Customer Support"

### Adding Prices to Plans

After creating a plan, scroll down to the **Prices** table:

<Frame>
  <img src="https://mintcdn.com/salesstructures/be3mPaXeB574D01f/resources/wl-price.jpg?fit=max&auto=format&n=be3mPaXeB574D01f&q=85&s=745778ae91b32eaaf054d4a3b1078bed" alt="Plan Creation Interface" width="1784" height="1404" data-path="resources/wl-price.jpg" />
</Frame>

**Price Configuration Interface:**

* **Billing Type:** Monthly or Yearly (can have both options)
* **Set Your Price:** Customer price with automatic cost validation
* **Cost & Profit Breakdown:** Real-time calculation showing platform costs and your profit

## Default Plan Limits

Navigate to **Default plan limits** in the sidebar to configure global settings:

<Frame>
  <img src="https://mintcdn.com/salesstructures/be3mPaXeB574D01f/resources/white-label-default-plan-limits.png?fit=max&auto=format&n=be3mPaXeB574D01f&q=85&s=3d1c65115c9eb63cac7684c1f6ad2909" alt="Default Plan Limits Configuration" width="1645" height="402" data-path="resources/white-label-default-plan-limits.png" />
</Frame>

### Billing Configuration

**Free Account Settings:**

* **Allow Free Accounts:** Enable users to register without payment
* **Free Account Extra Minutes Cost:** Price per additional minute for free users

### Default Limits

<Frame>
  <img src="https://mintcdn.com/salesstructures/be3mPaXeB574D01f/resources/white-label-default-plan-limits1.png?fit=max&auto=format&n=be3mPaXeB574D01f&q=85&s=4608c6a203bdac737db2b8404148f4d0" alt="Default Plan Limits Configuration" width="1117" height="801" data-path="resources/white-label-default-plan-limits1.png" />
</Frame>

Configure baseline limits applied to all new plans:

* **Max Assistants, Campaigns, Cloned Voices**
* **Max Parallel Calls, Knowledge Bases, Own Numbers**
* **Max Mid Call Tools, Automation Runs**
* **Feature toggles:** Web Widget, Secondary Languages, Automation Platform, Calendar Integrations, Custom Dashboards

### Plan Structure

* Start with 2-3 clear tiers
* Offer monthly and annual options
* Include reasonable usage limits
* Provide clear upgrade paths

### Pricing Strategy

* Research market rates
* Consider your costs
* Plan for scalability
* Include profit margins

### Feature Distribution

* Clearly differentiate tiers
* Reserve premium features
* Balance value proposition
* Consider upsell opportunities

## Testing Plans

Before launching:

* Create test accounts
* Try different plan combinations
* Test upgrade/downgrade flows
* Verify billing accuracy

<Tip>
  Start with competitive pricing and adjust based on market response and usage patterns.
</Tip>