Converla

Billing & subscription essentials

Plans control seats, channels, and advanced features like deeper analytics. This guide explains how to read your subscription in Converla and upgrade safely — without putting card details on documentation pages.

Owners and billing admins

Before you start

  • Owner (or billing-capable) access on the workspace.
  • Clarity on whether you need more seats, channels, or a locked feature.
  • A secure browser session — never share payment screenshots in public tickets.

How to

Review your current plan

Open billing or account plan views to see what is included: seats, WhatsApp numbers, and feature gates. Match that to how many agents and channels you actually run.

Converla current plan summary card

Upgrade when you hit a lock

If a feature is locked or seats are full, use the upgrade / billing screen. Choose the plan that unlocks the capability you need — not every add-on at once.

Converla billing upgrade plans screen

Check usage this period

Review message or seat usage so mid-month surprises are rare. If you are near a limit before a campaign, upgrade or throttle outreach early.

Converla subscription usage this billing period

Manage payment details in the portal

Use the secure customer portal for payment method updates. Documentation never asks you to paste card numbers or secrets into chat or forms on this page.

Converla billing customer portal entry

Tips

Upgrade for the bottleneck you feel

Seat limit, WhatsApp number limit, and analytics locks are different problems. Fix the one blocking launch week.

Keep billing owners few

Limit who can change plans. Agents should not need billing screens to answer customers.

Examples

Public-safe billing language

Talk about plan names, seat counts, and feature locks — never card PANs, CVVs, or full bank details in docs or screenshots.

OK: Pro plan · 5 seats · analytics unlocked
Never: card numbers, CVV, full statements

Troubleshooting

Subscription expired banner blocks the inbox.

Open billing upgrade, renew or choose a plan, then return to the inbox. Contact support if payment succeeded but access stays locked.

Feature still locked after upgrade.

Refresh the session, confirm the brand workspace is on the new plan, and re-open the feature. Plan gates apply per workspace entitlements.

Frequently asked questions

Where do I manage Converla billing and subscription?

Owners use the billing upgrade and customer portal flows in admin. Documentation explains the steps at a high level and never collects payment secrets.

What happens when I hit a seat or feature limit?

The product shows a clear lock or limit message. Upgrade to a plan that includes the seats or feature, or remove unused members to free seats.

Is pricing on this docs page?

No. Plans and prices live on the public pricing experience and in-product upgrade screens so they stay accurate as packages change.