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Manual 07: Billing, Usage, And Admin Checks

What This Guide Is For

Use this guide to manage plans, billing, usage limits, and basic workspace admin checks.

Step 1: Open Billing

Go to Settings.
Open Billing or Plans.
Check the current plan and trial status.

Expected result: you see the current subscription, renewal date, and usage status.

Step 2: Choose Or Change A Plan

Select Change plan.
Compare plan limits.
Choose a plan.
Continue to checkout.
Return to the platform after payment.

Expected result: the workspace updates after Stripe confirms the subscription.

Step 3: Open The Billing Portal

Select Billing portal.
Update payment method, invoices, or subscription details.
Return to the platform.

Expected result: billing changes sync back into the workspace.

Step 4: Check Usage

Usage may include:

messages;
AI tokens;
Agents;
Apps or Companions;
Boards;
file storage;
research runs;
tool calls;
media processing.

Review usage regularly when the workspace is active.

Step 5: Understand Limit Warnings

The platform should warn before or when a limit is reached.

Common warnings:

trial expired;
quota reached;
file too large;
storage limit reached;
tool not available on current plan;
payment required.

Step 6: Admin Health Checklist

Check these regularly:

active plan is correct;
usage looks expected;
important integrations are connected;
public Apps still work;
failed webhooks are reviewed;
workspace users are still valid;
external users still need access;
no unknown Agents or Tools are enabled.

Troubleshooting

If payment succeeded but the plan did not update, wait briefly and refresh billing status.
If a quota seems wrong, review usage records.
If a user is blocked unexpectedly, check plan limits and role permissions.
If a tool is unavailable, check plan, quota, and Agent tool settings.

Product Decisions Needed

Exact plan names and limits.
Whether wallet/credits remain visible to users.
Whether admins can export usage records.