Account and Billing

This page covers your workspace settings, team management, plan details, and what you have used. The screen that shows your plan, usage, invoices and extra packs is called Plan and billing (you may also know it as billing, subscription or invoices).

Account Settings

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

Here you can manage:

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

To edit your own name and avatar (rather than the workspace's), open Profile from the account menu - click your avatar at the bottom of the sidebar.

Team Members

DeskClone lets you invite as many team members as you need - seats are not gated on any plan - and roles control what each person can see and change.

See Team and Permissions for the full walkthrough of inviting members, assigning roles, and managing access.

Plan Tiers

Each paid plan is a monthly or annual subscription - annual billing costs less per month. A 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 Import
• Assisted autonomy mode
• Community support

The Free plan has no time limit. It gives you enough capacity to test your agent 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 Import
• DeskClone-branded chat window and form
• Assisted autonomy mode
• Basic analytics
• Email support
• Unused conversations carry over: up to 100

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 Import
• White-label chat window and form (your brand, no DeskClone branding)
• Full autonomy modes
• Full analytics dashboard (drill-throughs, weekly trends, topic breakdown, CSV exports)
• Approval workflows
• Priority support
• Unused conversations carry over: up to 500

Business - $199/month ($165/month billed annually)

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

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 ticket creation from incoming email
• All import sources - Google Drive, Notion, email history, website crawling, and file upload
• Full ticket management - create, track, assign, and resolve tickets

What Counts as a Conversation

A conversation is one customer interaction thread. A visitor reaches out, your agent 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.

All of your agent's customer conversations count toward monthly capacity - website chat window chats, freeform chats, ticket conversations, and questions your own tools or an AI assistant ask through the Developer API alike. Building and configuring your agent never does (see the Build allowance below).

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 monthly capacity. This is rare in typical support interactions.

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

Test Conversations

The Test tab on your agent gives you 5 free test messages per agent each day, so you can always try changes safely. Past that daily allowance, test conversations count toward your monthly capacity like real ones - the test chat shows a small notice when that happens, so it is never a surprise. The free allowance resets at midnight UTC.

Unused Conversations and Extra Conversations Packs

Unused conversations carry over

Unused conversations from your monthly allocation automatically carry over to the next month (some people call this rollover). The amount that carries over can be up to one month's worth of conversations (for example, up to 100 on Starter, up to 500 on Pro). Carried-over conversations are used first.

Extra conversations pack

If your agents need extra capacity during a busy month, you can buy an Extra conversations pack (also called a booster or top-up) without changing your plan:

• Small Boost - 50 conversations for $15
• Medium Boost - 100 conversations for $25
• Large Boost - 200 conversations for $45

Extra conversations packs are available on every plan, including Free, unless your plan is billed through Shopify: plan changes then happen in your Shopify admin, and packs aren't offered there. Unused pack conversations carry over to the next month with the rest of your unused conversations. Since the carried-over amount is capped at one month's worth of conversations, any pack conversations beyond that cap expire at the end of the month. There is no limit on how many packs you can buy.

Plan and Billing: Your Usage

To see your current usage:

1. Navigate to Settings > Plan and billing
2. Your usage summary shows conversations handled - combined and broken down by source - plus what carried over, your pack balance and your other plan limits
3. Extra conversations packs can be added directly from this page whenever you need more capacity

What Happens as You Approach Your Conversation Limit

DeskClone uses soft caps, not hard cutoffs. As your agents use up their monthly conversations, you get a heads-up so nothing is a surprise:

• At 80% capacity - a gentle banner in your dashboard lets you know how many conversations remain. The first time this happens for your workspace, we automatically add 50% more conversations, on us - a one-time top-up, so it won't repeat next month.
• At 95% capacity - a clearer nudge, with Extra conversations pack options so you can top up before you run out. If your plan is billed through Shopify, packs aren't offered - choose a bigger plan in your Shopify admin instead.
• At 100% capacity - when you start a new conversation you will see your options: an Extra conversations pack or an upgrade, or, if your plan is billed through Shopify, a bigger plan in your Shopify admin. Either way your existing workflows continue - tickets 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.

If a Payment Fails

If your plan is billed through Shopify, charges, receipts, your payment method and cancellation all live in your Shopify admin, not here. The steps below are for plans bought on deskclone.ai.

If a payment does not go through - most often an expired card, or a bank declining a charge it does not recognise - here is exactly what happens:

1. We email the account admin to let you know, with a link to update your payment method.
2. Your agents keep working normally. Nothing changes for your customers, and your website chat stays live.
3. You have a grace period of 7 days from the missed renewal to update your payment details. Your account page shows a "Payment failed" notice during this time instead of the usual renewal date.
4. If the payment is still not updated after the grace period, your workspace moves to the free plan limits until it is sorted out. Nothing is deleted - your Knowledge Base, agents, tickets and history all stay exactly as they are, and your full capacity returns as soon as payment succeeds.

To fix it, go to Settings > Plan and billing and update your payment method. If something looks wrong, reply to the email we sent - a real person reads it.

Build Allowance

Building and configuring agents through chat never uses up your conversations. Instead, every plan includes a separate Build allowance (how much you can ask Jarvis to build each month) - capacity for building, refreshed automatically through the day. Higher plans include a larger allowance.

The Build allowance card on Settings > Plan and billing shows how much of the current window you have used and when it refreshes:

• Around 85% used - a small amber heads-up appears in the build chat, with Check usage and Upgrade plan one tap away
• At 100% - building pauses until the allowance refreshes. Nothing is lost - your chat and agents stay exactly as they are

Your Subscription, Payments, and Receipts

A few practical answers about the money side, in one place. If your plan is billed through Shopify, charges, receipts, your payment method and cancellation all live in your Shopify admin, not here. The answers below are for plans bought on deskclone.ai.

• Renewal - your subscription renews automatically on your billing date, monthly or annually depending on what you chose. Your conversation allocation resets at the same time.
• Payment method and receipts - payments are processed by Dodo Payments, our merchant of record. Your payment method is stored securely with them, never on DeskClone's servers, and Dodo emails you a receipt for every charge. Need a tax invoice? Download it from Billing history on Settings > Plan and billing.
• Upgrades and downgrades - upgrades take effect immediately; downgrades take effect at your next billing cycle, so you keep what you paid for until then.
• Cancel your subscription - you can cancel at any time; cancellation takes effect at the end of your current billing period, and you drop to the Free plan rather than losing access. Nothing is deleted.
• Refunds - we do not offer refunds for partial billing periods, and a failed payment is never charged. If something looks wrong with a charge, contact hello@deskclone.ai and we'll work to make it right.
• Closing your workspace - to delete your workspace entirely, cancel your subscription and contact us; your data is deleted within 30 days.

Checkout

Checkout happens on our payment provider's secure page, and you are brought back to Settings afterwards with a clear notice of what happened: a confirmation that your new capacity is active, or - if the payment failed - an honest notice that nothing was charged, with a retry path and a way to reach us at hello@deskclone.ai.

Ask Jarvis

Jarvis can answer what plan you are on, when it renews, how many conversations you have used and what your invoices were. It can also get a plan change, an Extra conversations pack, a promo code or the Manage card and invoices page ready, but it never charges you or changes your plan itself. Each one appears as a card in the chat that says exactly what will happen when you press its button:

• "Upgrade me to Pro" - with no paid plan yet, Open checkout opens checkout in a new tab and you pay there. On a paid plan, Upgrade now upgrades straight away and charges the difference for the rest of the period, prorated. A move to a smaller plan says Switch at renewal, names your renewal date and charges nothing today.
• "Cancel my plan", "change my card" or "show my invoices" - Manage card and invoices opens your billing page in a new tab, where you change your card, download invoices or cancel. Nothing changes until you act there.
• "Buy the 500 pack" - Open checkout opens checkout for that Extra conversations pack, and the conversations are added the moment the payment goes through.
• "Redeem BETA500" - the card says what the promo code adds and for how long; Redeem adds them. A redeemed code can't be undone. A percent-off discount code is entered on the checkout page instead.

If payments aren't available yet, the card says so, nothing is charged, and the card stays so you can press it again later. If your plan changed after the card appeared, pressing it changes nothing and Jarvis asks again. A plan billed through Shopify or Wix, or a custom plan, gets no card: Jarvis tells you where that plan is changed. Only someone whose role can manage billing can press these cards.

What's Next

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