Only workspace admins see Billing (top bar). Agents do not.
Plans
| Plan | Price | Agents | New conversations |
|---|---|---|---|
| Free | $0 | up to 3 | up to 100 per UTC calendar month |
| Team | $49 per month or $490 per year, per workspace | up to 10 (contact us for more) | no limit |
| Founding | $100 per year, for life | up to 10 | no limit |
The plan belongs to the workspace, not to a person. The page shows how much of each limit you have used. Conversations are counted by the UTC month in which they were received.
What happens at the limits (Free plan)
- Agents. An agent and a pending invite each take one of the 3 seats. When all seats are taken, creating an invite for another person fails with "The Free plan allows 3 agents". Sending a second invite to the same address, or inviting someone who already is an agent, does not use another seat. Revoke a pending invite, or upgrade, and try again. If the workspace is over the limit after a downgrade, nobody is removed; an unused invite cannot be accepted until a seat is free or the workspace upgrades. The invite stays valid until it expires, so the person can use it again after the upgrade.
- New conversations. The 101st new conversation of a UTC month, and every one after it, is held. A held conversation is stored in full, with its messages and attachments. Nothing is dropped and no sender gets a bounce. It is hidden from the inbox list and from search. A banner on the inbox and a count on Billing show how many are held.
- Held conversations appear on their own as soon as the workspace upgrades, or when the month in which they arrived ends. A new month starts with a new quota of 100.
- Replies always work. A customer replying to an existing conversation, and an agent replying or adding a note, are never blocked. Only new conversations count. A reply to a held conversation stays with it.
- Conversations you create yourself in CollieDesk (not received by email) count toward the 100 but are never held. You see them at once.
- Conversations brought in by a Freshdesk import are history, not new mail. They do not count toward the quota and are never held, however many there are.
- Going back from a paid plan to Free hides and deletes nothing. Only conversations that arrive over the quota afterwards are held.
Upgrade
- Open Billing and select a plan under Upgrade.
- Pay on the page that opens. It is hosted by our payment provider, Polar; CollieDesk never sees your card.
- You return to Billing. The plan updates within a few moments, once the provider confirms the payment.
A workspace that already pays cannot start a second checkout. Change or cancel in the portal. If two checkouts ever run at once, the page warns that the workspace pays twice; cancel the extra subscription in the portal. The paid plan stays until the last one ends.
Change the card, get invoices or cancel
Select Manage billing. This opens the provider's portal for your workspace. You can update the card, download invoices and cancel there. The button stays available after a subscription ends.
What the status means
- Renews: the plan continues on the date shown.
- Cancels: you cancelled. You keep the plan until the date shown, then the workspace is Free.
- Last payment failed: the plan stays active while the provider retries the card. Update the card in the portal.
- A subscription that ended, was unpaid or never completed leaves the workspace on Free. Nothing is deleted: conversations, contacts and attachments stay.
Limits
- Billing is per workspace. Moving a subscription to another workspace is not supported yet.
- Prices are in US dollars.
- The page shows the limits and your usage: agents (with pending invites), conversations received this month, and how many are held.
This page is rendered from the repository. Spot a mistake? Open an issue or a pull request.