Chapter 15
Limits & plans
The Billing & Plans page (Limits & plans in the menu) shows which plan the organization is on, how much is left, and is where you upgrade or buy credits. There are three kinds of numbers: fixed plan limits, period quotas that reset every thirty days, and chat credits.
Three videos: reading limits; upgrading and paying by bank transfer; buying credits, payment history and cancelling a plan. Only Owners and Admins can pay.
3 videos · 5:27
Four cards at the top: Current plan, Plan limits (hard caps, never reset), Period quotas (reset every thirty days) and Chat credits (organization, your share, top-ups).
Use it when: Before creating more assistants, inviting more people, or when the sidebar says credits are running low.
Steps
- 1Open Limits & plans in the sidebar. The Current plan card shows the plan name, status, Cycle, Start and Expiry dates.
- 2Plan limits are hard caps: AI Agent, Chatbot, Members, Knowledge sources, Workflow tasks, Workflows, Total storage. They are fixed and do not reset monthly.
- 3Period quotas reset every thirty days from the sign-up or upgrade date: AI messages, Uploaded pages, Crawled pages, Meeting minutes. The Current period line shows the dates.
- 4Chat credits are what Chat, assistants and AI tasks consume: Total, Your share (allocated to you by an admin), the organization-wide Monthly quota, and Top-up credits.
- 5The Your credits box in the sidebar always shows your remaining credits; click it to jump to the Credits section.
Good to know
- Top-up credits do not expire monthly and are only spent once the plan's credits run out.
- Limits also appear where you use them: the assistant's Channels tab, Contacts, when creating assistants or knowledge sources; hit a cap and StepX suggests upgrading.
Outcome: You can tell fixed limits, period quotas and credits apart, and see which number is about to hit its cap.
The Plans section compares plans by cycle: Monthly, 6 months, Yearly (10% off). Upgrade opens the Bank transfer dialog with a VietQR code; once the money lands the plan activates immediately.
Use it when: You hit the cap on assistants, channels, members or AI messages, or a Free organization is about to be deleted for inactivity.
Steps
- 1On the Free plan, the Current plan card reads Free with an Auto-delete date: free organizations are deleted after ninety days without access.
- 2Scroll to Plans and pick a cycle, Monthly, 6 months or Yearly · Save 10%; prices update. Each column lists assistants, channels, members, AI messages, storage, workflows and conversation retention.
- 3Click Upgrade on the plan you want. The Bank transfer dialog shows the QR code, Bank, Account number (Copy), Account holder, Amount and a Memo of the form STEPX…STEPX.
- 4Scan the QR with your banking app or transfer manually with the exact amount and memo; the memo is the code that matches the payment to your order. The dialog checks every few seconds; once the money lands it says Payment successful and the new limits apply at once.
- 5Closing the dialog does not lose the order: Payment history keeps it as Pending; click View to see Subtotal, VAT and Total. Orders expire after seven days.
Good to know
- There is no downgrade; to return to Free, Cancel plan and use it until the period ends.
- Upgrading mid-term: the new term starts when payment arrives; remaining days of the old plan do not carry over.
Outcome: You can pick a plan and cycle, pay by bank transfer and follow the order until the plan activates.
Out of credits mid-period but not ready to upgrade? Buy more credits: seven amounts from 500K to 50M ₫, each with a bonus percentage. Top-up credits never expire monthly and are spent only after plan credits run out.
Use it when: The sidebar says credits are running low before the reset date, or a campaign needs more AI messages than usual.
Steps
- 1Scroll to Buy credits: seven amounts, 500K to 50M ₫, each labelled +…% credits; higher plans get more credits for the same money.
- 2Pick an amount; the line below reads Pay … ₫ — receive … credits. Click Buy credits.
- 3The Bank transfer dialog works like an upgrade: Credits, QR code, Bank, Amount, Memo. Scan or transfer with the exact memo; credits are added as soon as the money lands.
- 4Purchased credits show under Top-up credits on the Chat credits card.
- 5Payment history lists every upgrade and top-up order: Payment ID, Plan, Cycle, Total, Status, Created at. Click View to open an order.
- 6Cancel plan on the Current plan card: you keep the plan until the period ends, then return to Free; change your mind with Resume renewal.
Good to know
- Only Owners and Admins can pay; Pending orders expire after seven days.
Outcome: You can top up credits when needed, find every order in Payment history and know what Cancel plan means.