Plans and Billing

Resool is billed per seat: you pay for each active member of your workspace, on one of three plans: Starter, Growth or Scale. Each plan sets which modules you can use (like AI agents, WhatsApp campaigns or the API) and your limits for channels, AI requests and recording storage. Every new workspace starts with a 14-day free trial of the Growth plan, and you can pay monthly or yearly with 25% off.

#Plans at a glance

The inbox, contacts, workflows, forms and apps are available on every plan.

On top of seats, two things are billed by usage on your next invoice:

• Extra AI requests: $0.02 per AI request above your plan's included amount.
• WhatsApp campaign messages: Meta's price for each message, plus 10%.

See Usage and AI Tokens for how usage is counted.

#Before you begin

• Everyone who can see members can open Settings › Plan & billing to see the plan and usage.
• Only Owners (the Manage billing and plans permission) can choose or change the plan, buy AI tokens, manage the payment method and cancel. Other members see "Only workspace owners can change the plan."

#How the free trial works

• A new workspace gets the Growth plan free for 14 days. No payment method is needed to start.
• A banner at the top of the app and Settings › Plan & billing show how many days are left.
• When the trial ends without a plan, the workspace becomes read-only: your data stays, but you can't make changes until you choose a plan.

#How to see your plan

Go to Settings › Plan & billing. You can also click the Settings icon in the left rail and choose Billing & usage or Your current plan.

The top card shows your plan, its status (Trial, Active, Payment failed, Canceled or Expired), when the trial ends or the plan renews, and your usage this period.

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Settings › Plan & billing

The "Growth plan" card with the Active badge, "Renews on … for …, plus usage.", the Change plan button, and the usage meters (Seats, Channels, AI requests this month, Recording storage, WhatsApp campaign costs this period), with the AI tokens and Invoices cards below.

File: screenshots/plans-and-billing-overview.png

#How to choose or change your plan

1. Go to Settings › Plan & billing and click Choose a plan (or Change plan if you already pay).
2. Pick a Billing period: Monthly or Yearly (save 25%).
3. Optionally, click Have a promo code?, enter the code and click Apply. Each plan card shows what your first invoice will be.
4. Click Choose {plan} on the plan you want (or Switch to {plan} if you already pay).

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Settings › Plan & billing › Change plan

The Plans page with the Monthly / Yearly (save 25%) switch set to Yearly, the three plan cards (Starter, Growth with "Most popular", Scale) with crossed-out monthly prices, limits and feature lists, and the "Have a promo code?" link.

File: screenshots/plans-and-billing-plans.png

If you're starting a subscription, you go to the checkout page Confirm your plan, which shows the plan, billing period and the amount Due today. Click Pay {amount} and enter your card details. When payment goes through you see "Payment received. Your plan is active."

If you already pay, the Switch to {plan}? dialog explains that the change starts now and the price difference for this period is added to your next invoice. Click Switch plan.

#How to update your payment method

Click Payment method & invoices at the top of Settings › Plan & billing. A secure billing page opens where you can update your card. This button appears once you have a paid subscription.

If a payment fails, your plan shows Payment failed and a banner asks you to update your payment method. The workspace keeps working while you fix it.

#How to view and download invoices

1. Go to Settings › Plan & billing and scroll to Invoices. Each invoice shows its Number, Date, Status and Total.
2. Click View to open it. You see who it's billed to, the period, and each line: Seats, Extra AI requests, WhatsApp campaign messages, Plan change adjustment and Discount.
3. Click Download PDF or Print.

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Settings › Plan & billing › Invoices › View

An invoice dialog with the number, Billed to, Period, Status "Paid", lines for Seats and Extra AI requests, the Total, and the Download PDF and Print buttons.

File: screenshots/plans-and-billing-invoice.png

#How to cancel or resume your subscription

1. Go to Settings › Plan & billing and scroll to Cancel subscription.
2. Click Cancel subscription and confirm.

You keep full access until the end of the current billing period. After that the workspace becomes read-only. Until that date you can click Keep subscription to resume.

#Notes and limitations

• Seats are your workspace's active members. Suspended and removed members don't count, and there's always at least one seat. See Inviting Teammates.
• When you try to use a module your plan doesn't include, you see "{feature} isn't in your plan" with See plans. Members who aren't owners see "Ask a workspace owner to upgrade." Your data in that module stays as it is.
• Promo codes discount seats only, not usage.
• Each workspace has its own subscription. If you run several workspaces, each one is billed separately.

#FAQ and troubleshooting

#What happens when my trial or subscription ends?

The workspace becomes read-only. Everyone can still sign in and see the data, but nothing can be changed until an Owner chooses a plan. Choosing a plan unlocks it straight away.

#Can I switch between monthly and yearly billing?

Yes. Open the Plans page, set Billing period to the other option and choose your plan.

#Why can't I see the Change plan button?

Only Owners can manage billing. Ask a workspace Owner, or ask them to make you an Owner.

#"That promo code isn't valid for this plan." What can I do?

The code is limited to certain plans or billing periods. Try it on another plan or period, or check the code's terms with whoever gave it to you.

#How do I get a receipt?

A receipt goes to your email after each payment, and every invoice can be downloaded from Invoices with Download PDF.

#What's next?

• Usage and AI Tokens
• Inviting Teammates
• Roles and Permissions
• Exporting and Deleting Data