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Plans let you create service packages to sell or assign to White Label customers. Each Plan defines the available resources, Bot message allowance, and pricing. Top-up packs let customers purchase additional bot-message credits when their Plan allowance runs low. You manage Plans and Top-up packs from the SaaS section in the left sidebar.

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Public pricing page

ChatbotX creates a public pricing page from Plans that have both Public and Active enabled. The URL usually follows this format: https://[your-domain]/portal/pricing.
  • Copy URL: Copy the pricing page URL to share with customers or add to your website.
  • View pricing page: Open the page and review what customers see.
The Upgrade plan button in a customer account also opens this page.
Open the pricing page from the customer portal
Customers can purchase only Plans that are public and active. An administrator can still assign a hidden Plan manually.

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Manage the Plan list

Each row represents a Plan and its current status. Select the three-dot menu ... to open the available actions.
Chatbotx Whitelabel Plans Row Actions
  • Clone: Create a new Plan from the current configuration.
  • Set as featured: Highlight the Plan. The public pricing page displays it with the Most Popular label.
  • Set as default: Use the Plan as the default package for new accounts.
  • Delete: Remove the Plan from the list of available options.
Before deleting a Plan, identify the customers using it and prepare a migration option if needed.

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Top-up packs

Top-up packs are additional bot-message credit packages sold on top of a Plan allowance. Each pack uses a one-time Stripe Price. On the Plans page, select Top-up packs in the upper-right corner. You can also select SaaS > Top-up packs from the left sidebar.
Open Top-up packs from the Plans page
The Top-up packs page displays each pack’s name, credits, price, status, and available actions.
  • Credits: The number of bot-message credits granted per purchase.
  • Price: The amount from the linked Stripe Price.
  • Status: The pack’s current status.
  • Archive: Archive a pack when you no longer want to sell it.

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Create a new Top-up pack

Connect your Stripe account and create a one-time Stripe Price before creating a pack.
1

Open the new pack form

On the Top-up packs page, select + New pack.
2

Enter the pack details

Enter the name, description, credit quantity, Stripe price ID, and sort order.
Configure a new Bot-message Top-up pack
3

Create the pack

Review the details, then select Create pack.
Do not use a recurring Stripe Price for a Top-up pack. Stripe price ID accepts only an active, one-time Price.

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Let customers purchase a Top-up pack

Customers open Billing and find Bot-message top-ups. They select a pack and then select Buy to pay through Stripe.
Purchase a Bot-message Top-up pack from Billing
After the transaction completes, ChatbotX grants the number of bot-message credits configured in Credit quantity.
A Top-up pack adds only bot-message credits. It does not change the Plan’s Workspaces, Channels, Team members, or Monthly active contacts limits.

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Create a new Plan

Create the Plan first. Then open the new Plan to add one or more prices.
1

Open the new Plan form

Go to SaaS > Plans and select + New plan.
2

Enter the information and limits

Enter the name, description, free-trial period, and sort order. Then choose the Public and Active states for the Plan.
Configure plan basic information and settings
Continue by setting the resource limits, usage limits, and features displayed on the pricing page.
Configure plan limits and pricing page features
3

Create the Plan

Review the configuration, then select Create plan.

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Basic info

  • Name: The Plan name displayed to administrators and customers.
  • Description (optional): A short description of the intended customer or the Plan’s primary value.
For example, a Starter Plan can serve a new store with one workspace and a monthly Bot message allowance.

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Configuration

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Set Plan limits

Plan limits apply across the customer’s entire account, including every workspace in that account. Each workspace does not receive a separate copy of the allowance.
Enable Unlimited to remove a cap. When Unlimited is disabled, a value of 0 blocks access to that resource or usage type.

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Resource limits

For example, if a Plan includes 3 Channels and the customer connects two channels in workspace A, only one channel remains for all other workspaces.

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Usage limits

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Calculate Bot messages

Bot messages use one of these allowance periods:
  • Lifetime: Accumulates Bot messages for as long as the customer uses the Plan and never resets automatically.
  • Monthly: Resets the number of used Bot messages at the start of each billing period.
After selecting the period, enter the allowed number of Bot messages or enable Unlimited. For example, enter 100000 and select Monthly to allow up to 100,000 Bot messages in each billing period.
Do not enter 0 if the customer should continue using the Bot. A value of 0 blocks Bot messages, while Unlimited removes the limit.

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Add pricing page features

Under Pricing page features, select + Add feature to add descriptions to the Plan card. These entries help customers compare Plans but do not change the actual limits. For example: 24/7 priority support or No ChatbotX branding.

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Add a price to a Plan

After creating a Plan, open its details page and find Linked prices. Select + Add price to create a price.

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Manual / Offline price

Select Manual / Offline when you confirm payments yourself or sell a Plan under a custom agreement.
Add a manual price to a ChatbotX White Label plan
For example, enter 27 with USD to charge USD 27. With VND, enter 270000 to charge VND 270,000. Do not convert the amount to cents before entering it. The current interface displays these currencies: Select Add price to link the price to the Plan.

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Stripe price

Select Stripe to collect payments and manage subscriptions through Stripe. Connect Stripe before adding a price to the Plan.
Add a Stripe price to a ChatbotX White Label plan
See Connect Stripe and configure billing to complete the setup.

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Check before publishing

Before sharing the pricing page with customers, confirm that:
  • The Plan has both Public and Active enabled.
  • 0 appears only for resources you intend to block.
  • Bot messages use the correct Lifetime or Monthly period.
  • Amount, Billing interval, and Currency match the published price.
  • Pricing page features match the configured limits.