Plans & Pricing Setup

Documentation Index

Fetch the complete documentation index at: https://doc.callupgrade.ai/llms.txt

Use this file to discover all available pages before exploring further.

​

Accessing Plan Settings

1. Open your White Label Panel
2. Navigate to “Plans & Pricing” section
   

​

Creating Plans

• Pricing tiers
• Feature sets
• Usage limits

​

Plan Components

1. Basic Information
   • Plan name
   • Description
   • Billing frequency (monthly/yearly)
   • Price
2. Usage Limits
   • Minutes included
   • Maximum phone numbers
   • Number of AI assistants
3. Feature Access
   • Available tools
   • Integration capabilities
   • Advanced features

​

Setting Up Pricing

​

Price Configuration

• Set base prices for each plan
• Configure overage rates
• Define add-on costs

​

Best Practices

1. Plan Structure
   • Start with 2-3 clear tiers
   • Offer monthly and annual options
   • Include reasonable usage limits
   • Provide clear upgrade paths
2. Pricing Strategy
   • Research market rates
   • Consider your costs
   • Plan for scalability
   • Include profit margins
3. Feature Distribution
   • Clearly differentiate tiers
   • Reserve premium features
   • Balance value proposition
   • Consider upsell opportunities

​

Testing Plans

1. Create test accounts
2. Try different plan combinations
3. Test upgrade/downgrade flows
4. Verify billing accuracy