Create a subscription

A workspace subscription unlocks paid capacity: seats, credits, WhatsApp instances, AI usage, calling, and plan-gated modules. Open Settings → Billing → Subscriptions (/subscription-management). Activate after Billing Details (Billing Name, tax fields) and before heavy integration or campaign work. Related links on the same Billing card: Credits Management, Invoices, Usage. Limit errors during invite or WhatsApp connect usually mean seat or instance caps—upgrade here.

Video

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Who can do this

Owner or Admin with billing permission.

Before you begin

• Billing Details complete on Organization profile
• Contract plan name, seats, WhatsApp instances, credit bundle
• Payment method ready if checkout requires it

What you'll accomplish

• Active subscription with visible credits
• Invites and paid channels work without cryptic limit errors

Step-by-step procedure

1. Open Subscriptions from Settings → Billing.
2. Review plan catalog and current status.
3. Compare limits: seats, credits, WhatsApp instances, AI usage, modules.
4. Select plan matching contract; complete checkout.
5. Verify status badge shows active.
6. Open Credits Management—balance or allowance visible.
7. Test Invite a team member for seat clarity.
8. Test WhatsApp connect on Integrations.
9. Open Usage for Admin access to AI analytics.
10. Download sample invoice from Invoices after first cycle.

Verify your work

• UI labels match product
• Primary action completes without error
• Data persists after refresh

Tips

tip

Use workspace search if you cannot find a sidebar item—some modules are role-gated.

Troubleshooting

| No active subscription on send | Activate plan; check credits | | Cannot invite | Seat limit—upgrade | | WhatsApp blocked | Instance limit—upgrade or disconnect old | | Credits zero while active | Confirm credit bundle on plan |

See also

• Billing settings
• Connect an integration
• Credits and usage

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Field reference (product UI)

Use exact labels when training users or recording videos—they match the live workspace.

Area	Where to find it
Settings hub	/settings — card groups match this Help sidebar
Profile tabs	/user-profile-settings/profile — Personal, Business, Billing, Timezone, Currency
Workspace admin	/workspace — Settings, Modules, Resources, Delete
Team	/workspace/users — Members through Roles & Permissions

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Admin checklist

1. Complete organization profile and billing before inviting the team.
2. Enable only modules you licensed under Workspace modules.
3. Connect integrations before messaging or automation go-live.
4. Populate Knowledge Hub before AI Employees or voice.
5. Verify Notification preferences personally after changing templates.

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Verify your work (extended)

• Settings save without error toast
• A non-admin test user sees expected sidebar (no billing cards if Member)
• Related module (Contacts, Inbox, Campaigns) reflects the configuration change
• Refresh browser after role or module changes

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Troubleshooting (extended)

Symptom	Likely cause	Fix
Settings card missing	Role or module gate	Check Roles and Modules
Save does nothing	Validation error on required field	Scroll for red highlights; complete * fields
Team sees old behavior	Cached session	Hard refresh; user re-login
Integration broken after change	Order of setup	Reconnect integration; check Communications settings