Account and Billing

This page covers your organization settings, team management, plan details, and usage tracking.

Account Settings

Navigate to Settings in the sidebar to access your organization settings.

Here you can manage:

• Organization name - the name of your company or team, shown in the dashboard
• Account preferences - general configuration for your workspace

Team Members

DeskClone AI lets you invite team members to collaborate on issues and manage your knowledge base.

Inviting Team Members

Roles

Roles control what each team member can do in the platform:

• Admin - full access to all settings, team management, billing, and content
• Member - can work on issues, use Jarvis, and manage knowledge base content
• Viewer - read-only access to issues and conversations

Navigate to Roles in the sidebar to see and manage the available roles for your organization.

Plan Tiers

Each plan determines how many conversations your agent can handle per month, plus which features are available. Think of it as hiring your agent at different capacity levels.

Free - $0/month

• Your agent handles up to 10 conversations per month
• 1 agent
• 50 files per month via Smart Import
• Assisted autonomy mode
• Community support

The Free plan has no time limit. It gives you enough capacity to test Jarvis with real interactions and see how it performs with your content.

Starter - $19/month ($15/month billed annually)

• Your agent handles up to 100 conversations per month
• 1 agent
• 300 files per month via Smart Import
• Jarvis-branded widget and form
• Assisted autonomy mode
• Basic analytics
• Email support
• Rollover bank: up to 100 unused conversations carry over

Pro - $59/month ($49/month billed annually)

• Your agents handle up to 500 conversations per month
• Up to 3 agents
• 1,000 files per month via Smart Import
• White-label widget and form (your brand, no DeskClone AI branding)
• Full autonomy modes
• Full analytics dashboard
• Approval workflows
• Priority support
• Rollover bank: up to 500 unused conversations carry over

Business - $199/month ($159/month billed annually)

• Your agents handle up to 2,000 conversations per month
• Up to 10 agents
• Unlimited Smart Import
• Custom widget and form styling
• Full autonomy modes
• Full analytics with API access
• Dedicated support
• Rollover bank: up to 2,000 unused conversations carry over

What Is Included on Every Plan

These features are available on all plans, including Free:

• Unlimited knowledge base files - add as much content as you need
• Unlimited team members - no per-seat charges
• Unlimited clients - organize your work by client without limits
• Email monitoring - automatic issue creation from incoming email
• All import sources - Google Drive, Notion, email history, website crawling, and file upload
• Full issue management - create, track, assign, and resolve issues

What Counts as a Conversation

A conversation is one customer interaction thread. A visitor reaches out, Jarvis works through it - whether that takes 2 messages or 20, it is one conversation. Each conversation can include multiple back-and-forth messages, knowledge base lookups, and tool calls.

Exceptionally long conversations that exceed roughly 40-50 back-and-forth exchanges with knowledge base lookups may count as more than one conversation toward your agent's monthly capacity. This is rare in typical support interactions.

Conversations are counted monthly and reset on your billing cycle date.

Rollover and Booster Packs

Rollover

Unused conversations from your monthly allocation automatically roll over to the next month. Your rollover bank can hold up to one month's worth of conversations (for example, up to 100 on Starter, up to 500 on Pro). Rolled-over conversations are used first.

Booster Packs

If your agents need extra capacity during a busy month, you can purchase booster packs without changing your plan:

• Small Boost - 50 conversations for $9
• Medium Boost - 100 conversations for $15
• Large Boost - 200 conversations for $25

Booster packs are available on all plans, including Free. Unused booster conversations merge into your rollover bank. There is no limit on how many packs you can buy.

Usage Tracking

To see your current usage:

1. Navigate to Settings > Account
2. Your usage summary shows conversations handled, Smart Import files used, and your plan limits

What Happens at Your Conversation Limit

DeskClone AI uses soft caps, not hard cutoffs:

• At 80% capacity - you will see a gentle banner in your dashboard letting you know how many conversations remain
• At 100% capacity - you will see options to grab a booster pack or upgrade when starting a new conversation, but your existing workflows continue. Issues are still created from email, your knowledge base is still searchable, and existing conversations are still viewable.

The limit applies to new conversations only. Everything else in the platform continues to work normally.

Early Access

DeskClone AI is currently in early access. All features are available, and the platform is fully functional. Payment processing is being set up - current users have free access during the early access period.

When payments go live, you will be notified in advance and can choose your plan. Early access users will receive special consideration.

What's Next

If you run into any issues, check the Troubleshooting guide for solutions to common problems.