Organization
Members and roles, plans and limits, usage tracking, and the security controls available to administrators.
Your organization is the workspace that owns your agents, contacts, data and billing. You created one when you signed up.
Members and roles
Invite people from Settings → Members. There are three roles:
| Role | Can do |
|---|---|
| Owner | Everything, including billing and transferring ownership |
| Admin | Manage agents, data, contacts and members |
| Member | Work with agents and conversations |
The number of members you can have is a plan limit.
Plans and limits
| Limit | Starter | Startup | Growth | Business | Enterprise |
|---|---|---|---|---|---|
| Agents | 3 | 5 | 10 | 25 | Unlimited |
| Interactions per month | 50 | 500 | 2,000 | 10,000 | Unlimited |
| Knowledge sources | 3 | 10 | 15 | 50 | Unlimited |
| Storage | 10 MB | 250 MB | 1 GB | 5 GB | Unlimited |
| Team members | 2 | 3 | 10 | 25 | 99 |
| Evaluation suites | 1 | 3 | 10 | 25 | Unlimited |
| Cases per suite | 2 | 5 | 15 | 30 | Unlimited |
| Evaluation runs per day | 10 | 25 | 100 | 500 | Unlimited |
| Agent versions kept | — | — | 5 | 20 | Unlimited |
The free plan is called Starter. Prices and the current feature-by-plan breakdown are on the pricing page — that page is the authority on what costs what.
Some features are only available from a certain plan, including WhatsApp, agent versioning, memory, and custom skills and tools. The pricing page lists which.
Usage
Open Usage in the dashboard to see interactions consumed this month, what is left, and a breakdown by agent. Allowances reset at the start of each calendar month.
Read interaction counting to understand exactly what is counted — it is not one per message.
Billing
Owners manage the subscription from Settings → Billing: change plan, update payment details, and see invoice history.
- Upgrading takes effect immediately and is prorated.
- Downgrading takes effect at the end of the current billing period, so you keep what you paid for.
Security
- Personal data in contacts and data tables is encrypted at rest.
- Channel credentials and tool auth headers are write-only — stored encrypted, never returned.
- Actions on personal data are recorded in an audit log, with the data itself redacted.
- Administrators of the platform are subject to mandatory multi-factor authentication.
Data export and deletion
You can export everything held about a contact, which is what a right-of-access request needs. Deletion requests are handled through the same area.