What a plan is, who owns it, how its limits and AI credits work, and what each subscription status means.
Last updated: September 30, 2026
A plan decides what you can do in {{brand.name}} and how much of it you can do. One plan may let you connect three accounts, add ten team members and spend 2,000 AI credits a month, while the plan above it raises those numbers and unlocks steps that were closed.
The three words blur together in everyday speech. In the panel they mean three separate things.
A subscription can change while the plan stays the same (you move the same plan to yearly), and a quota can change while the subscription stays the same (you buy extra credits). Knowing which one you are looking at makes any problem easier: "the payment was not taken" is a subscription problem, "I can't connect an account" is a quota problem, "this step is locked" is a plan problem.
In {{brand.name}} a plan is attached to a person. Every portfolio you own uses the same plan; you do not buy a separate subscription for each one. That has three consequences:
⚠️ Note: The contact, active automation and media storage quotas are not counted per portfolio. They are the total across every portfolio you own. With two portfolios, the contacts in both are written to the same counter. Account and team-member quotas, on the other hand, are per portfolio.
When you read a plan, you are really reading three separate layers.
Limits (quotas). The Limits block on the Plan tab holds seven counters: Portfolios, Accounts per portfolio, Team members per portfolio, Contacts (total), Active automations (total), AI credits (monthly) and Media storage (MB, total). A counter with no ceiling reads Unlimited instead of a number.
Features. Some flow steps, triggers, conditions and actions are open only on certain plans. Touch one your plan does not cover and the panel opens a window titled Your plan does not cover this and offers to take you to the plan page. If you are not the plan owner, the same window reads "Only the portfolio owner can upgrade the plan." and only a Close button appears.
AI credits. This is a separate counter with its own rules; see AI credits.
Paid plans are sold with two periods. The Monthly / Yearly switch on the Plan tab changes the list and the prices; on the yearly side you usually see a saving badge (for example Save 20% or 2 months free) and a per month line under the card.
A longer period does not multiply your quotas. A yearly plan does not give you twelve times the contacts or accounts; it only means you pay once. AI credits are the single exception: they renew every month on a yearly plan too.
The status appears as a badge on the Status row of the Plan tab.
A user with no subscription at all sees "You don't have your own plan yet." and a New portfolio button instead of this block. That user works with the free plan's allowances and can buy a plan whenever they want.
An Active status does not mean your plan is a paid one. A user on the free plan is Active too; you tell whether you have a paid period from the presence of the Billing period and Current period rows. If those rows are missing, you have no paid period.
Picture a jeweller with two branches. The owner opens two portfolios to run them separately: "Central" and "Seaside". Each portfolio has one Instagram account connected, and one of them also has a WhatsApp number. There are three staff; two work only on Central, one is on both.
In that setup there is one single plan, and it belongs to the owner:
The staff member who belongs to both portfolios sees their own plan when they open their Plan and invoices page; they cannot see or change the owner's. Their screen reads "You don't have your own plan yet."
Plan information is read in three places in the panel, each showing the same data from a different angle:
Do not be surprised if a counter reads differently across the three: the Plan tab shows user totals, the other two show the per-portfolio breakdown. Different numbers are two different scopes of the same data.
Knowing your plan and your quotas is also knowing where to look when an action is refused.
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