Introduction

In this detailed overview, we explore the partner plans and feature settings within UChat, emphasizing their critical role in customizing chatbot solutions for partners and clients.

This guide covers plan structures, customization options, billing integrations, and advanced features, providing a clear understanding of how to leverage these settings for optimal service delivery.

Whether you're setting up free or paid plans, managing features, or integrating billing systems, this summary offers a comprehensive roadmap to navigate UChat's flexible platform.

Deep Dive into Plans and Features

1. Default Plans Overview

UChat offers four primary plans designed to cater to various usage levels:

Note: These plans are pre-configured with popular limitations and can be customized further.

2. Free Plan Details

• Eligibility: Automatically assigned after a 14-day free trial if no upgrade occurs.

• Features:

  • 1 bot

  • 200 bot users

  • 1 member

  • Access to all pro features during trial

  • No credit card required

• Customization:

  • You can rename the plan and display custom pricing for clients.

  • The cost price (from UChat to partner) is visible in red, aiding in profit calculations.

• Plan ID: Used in the partner API for plan management and upgrades.

• Description: Write a detailed description to inform clients about included features and limitations.

• Feature Control: Enable or disable channels and integrations (e.g., voice, chat channels).

3. Paid Plans and Their Configurations

a. Business Plan

• Limits:

  • 1 bot

  • 1,000 bot users

  • 5 members

• Price: $10/month (partner's selling price)

• Features:

  • Full access to core features

  • Optional add-ons (e.g., extra bots, members, bot users)

• Pricing Flexibility:

  • Partners can set their own selling prices; customers see the partner's price.

  • The cost price remains hidden from customers.

• Add-ons and Cost Calculation:

  • Extra bot: $5/month per bot

  • Extra members: $5/month per member

  • Extra bot users: $5/month per 1,000 users

  • Extra capacity (e.g., 3,000 bot users): $15/month

• Example Calculation:

  • Base: $10

  • 5 extra bots: $25

  • 4,000 extra bot users: $20

  • Total: $50/month

b. Business Light

• Limits:

  • 1 bpt

  • 10,000 bot users

  • 5 members

• Price: $30/month

• Features: Similar to the Business plan but with higher limits.

c. Business Large

• Limits:

  • 5 bots

  • 50,000 bot users

  • 10 members

• Price: $100/month

• Use Case: Suitable for large-scale enterprise clients.

4. Constructing Custom Plans

Partners can create tailored plans based on specific needs:

• Variables to consider:

  • Number of bots

  • Number of bot users

  • Number of members

• Base Cost: Starts at $10/month, including:

  • 1 bot

  • 1,000 bot users

  • 5 members

• Available Add-ons:

  Add-on	Cost per unit	Description
  Extra bot	$5/month	Per additional bot
  Extra member	$5/month	Per additional member
  Extra 1,000 bot users	$5/month	Per 1,000 users
  Extra 10,000 bot users	$30/month	Per 10,000 users

• Example: To build a plan with 5 bots, 5,000 bot users, and 5 members:

  • Base: $10

  • 4 extra bots: $20

  • 4,000 extra bot users: $20

  • Total: $50/month

• Process:

  • Calculate total cost based on selected variables.

  • Send plan details to support via email ([email protected]) for manual setup.

  • Limit: Up to 3 custom plans per partner unless additional arrangements are made.

5. Plan Status and Customization

• Active: Visible in the billing page, available for customers.

• Archived: Hidden but still usable; can upgrade customers to archived plans.

• Display Price: What customers see during billing.

• Cost Price: Internal metric for profit calculation.

• Descriptions: Customizable to clarify plan features and limitations.

6. Feature Customization and Channel Control

Partners can enable or disable features and channels to differentiate plans:

Example:

• Lower-tier plans often disable advanced integrations like voice, Umi, or e-commerce plugins.

• Higher-tier plans include all features.

7. Billing and Payment Integration

UChat offers internal billing and Stripe integration:

Internal Billing Setup:

• Connect Stripe account in the main workspace.

• Create products in Stripe matching plans.

• Pull product info into UChat.

• Assign selling prices in UChat.

• Activate internal billing for specific plans.

• Automation: UChat handles subscription management and billing.

Stripe Automation:

• Sync products from Stripe.

• Set selling prices directly in UChat.

• Automate billing and subscription renewals.

• Pre-installed templates: Partners can assign templates to new subscriptions, streamlining onboarding.

8. Pre-installed Templates and Niche Solutions

UChat offers 140+ industry-specific templates for rapid deployment:

• Example: Solar cleaning service chatbot.

• Functionality:

  • When a user subscribes, the system automatically installs the relevant template.

  • Simplifies sales funnels for niche markets.

• Advantage: Accelerates market entry with ready-to-use solutions.

9. Private and Archived Plans

• Archived Plans: Hidden from billing but still usable for upgrades.

• Private Plans: Not visible publicly but can be sold privately.

• Usage: Ideal for special clients or beta testing.

Summary

In conclusion, UChat's partner plans and feature settings provide a robust, flexible framework for customizing chatbot offerings. From pre-configured plans to fully tailored solutions, partners can control pricing, features, and billing with ease.

The platform's dynamic customization options—including channel control, plan status management, and integrated billing—empower partners to deliver bespoke chatbot solutions aligned with their business models.

Whether managing free trials, enterprise plans, or private offerings, UChat ensures a seamless experience for both partners and end-users. For further assistance, support is readily available via email or direct messaging, ensuring partners can optimize their use of the platform effectively.