What is the purchase process for your customer?

This is the purchase process for your customer:

1. Your customer will sign up directly at your custom domain or you can create workspace manually for them.

2. Your customer will start 14 days free trial by default(it’s customerizable in partner settings)

3. After the 14 days free trial, if your client failed to upgrade to your paid plan, then their workspace will downgrade to the free plan.

4. If you have set up internal billing(using Stripe) or Billing URL(set up your own checkout page), your customer choose to upgrade to any of your paid plans, their payment or subscription will go 100% directly to your payment gateway.

5. After you received the payment, you can choose to manually upgrade their workspace or automate the upgrade process(using built-in Stripe internal billing or call our partner API)

6. Every workspace upgrade to your paid plan will need to pay the cost price( The cost price varies according to the different plan limits). UChat will deduce the cost price from your partner credit.

That’s the purchase cycle from your customer’s perspective.

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Default plans

UChat offers 3 plans with different limits by default. It will help you get start selling more easily. If you are not happy with the plan limits we offer, you can customerize the plan, you will find more information about this in the later section.

Business plan

The plan limits is 1 bot, 1000 bot users, 5 members. and the cost of this plan is $10 per month.

Business Lite Plan

The plan limits is 1 bot, 10000 bot users, 5 members, and the cost of this plan is $30 per month.

Business Large plan

The plan limits is 5 bots, 50000 bot users, 10 members, and the cost of this plan is $100 per month.

Design your own plan & Calculate the cost

UChat offer the options that you can have your own plans.

UChat offers 3 variables you can change for your new plans.

• Number of bots

• Number of bot users per month

• Number of members

The question will be how to calculate the cost of your new plan?

The cost of business plan, business lite, business large plan is a starting point. You can build your own plan limit on top of our 3 default plans.

For example, if you want to offer another separate plan to your customer, the new plan looks like this:

Business plus plan: 3 bots, 5 members, 2000 bot users.

So how you calculate the cost of this plan is:

1. Default business plan is the closest to your plan limit.

2. Start with a business plan which is $10 per month, which includes 1 bot, 5 members & 1000 bot users already.

3. You have offered 3 bots, so you will need 2 extra bots, which cost $10 per month.

4. Also you offered a total of 2000 bot users, and the cost for extra 1000 bot users is $5 per month.

5. So the cost of your new plan is $10+$10+$5 = $25 per month

We also offer a price calculator, you can start calculate based on any of the default plan we offer.

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Add your own plans

If you are happy with the new plan limits and the cost of the new plan, you can reach out to support through email at ticket@uchat.com.au, and provide below information:

• Your partner email or workspace ID

• Detail plan limits, we need the number of bots, number of bot users, number of members for each plan

Once we receive your email, we will make the change within 1 business day.

After that, you will be able to find your own pricing plan at your white label settings, and go to workspaces, click the “upgrade” buttons on the list, and you will be able to see your own plan & pricing.

Please note, that this is the cost pricing from UChat to our partners, your customers won’t see this pricing & plan.

Flexiable Add-Ons

We also offer flexible add-ons to our partners:

• $5 per month for every extra bot, you can put this bot in any channel, and 1 omnichannel not available for every workspace

• $5 per month for every extra member.

• $5 per month for every 1000 bot users

• $30 per month for every 10,000 bot users

• $20 per month for every 1000 extra Inbound Webhook requests

• $20 per month for every 10 seconds OpenAI/External Request Timeout

 You can calculate the cost of your own plan based on the add-on price & default 3 plans.

Also, If you enabled “Credit billing for Addons”, and your customers can purchase the points by the price you set up, and they can using the points to add the add-on they need.

Your customer will need to turn on the auto-top up, otherwise their add-on might not be able to renew in the coming month.

Customerize the features for different plans

As a partner, you might want to disable or enable certain features for different pricing plans, for example, if you don’t want to offer omni channel to the business plan customers, then you can disable omni channels in your business plan, and only offer this at high pricing plans.

Please note that this setting is at the pricing plan level, not at individual workspace level.

Features you can enable & disable including:

• Channels: All the channels UChat offers, omni channel, Facebook, Instagram, Telegram, WhatsApp Cloud, Slack, WeChat, WhatsApp, SMS, Voice, Google, Line, Viber

• Analytics

• Integrations

• Template store

• Mini-Apps

• Ecommerce

• Integrations: Phone numbers, Stripe, Paypal, Cloudinary, Shopify, Facebook Business, Calendly, Slack Webhook, Dialogflow, Google sheet, Data Store, Twilio, SignalWire, Message Media, SMTP Profile, Gmail, Sendgrid, Mailchimp, Freshchat(Live agent), Front(Live agent), JivoChat(Live agent), Intercom(Live agent), Drift(Live agent), Slack Agent(Live agent), Zapier, Make, Pabbly Connect, Integrately, VideoSDK

You can find more information from the screenshot below:

Collect the payment

If you can use Stripe account, the collection of payment from your customer will be super easy. Because we already build out the automation of purchase & cancellation.

You can simply follow this documents and this video to set it up properly.

Just make sure:

• The correct Stripe subscription price is linked to the plan, and select “Internal billing” in the template dropdown. And make sure you add the plan & actually save it.

• Make sure you have enough partner credit to cover the cost of the plan

• Make sure you have select “Internal billing” in the partner settings.

That should work!

If you don’t have Stripe account, it will be a case by case, you will need to:

• Build out your own checkout page

• Connect with UChat Partner API(if you want to automate the process & your payment gateway have webhook triggers)

You can learn more from here.

Reaching to the plan limits, What happens?

By default, if your customers reached to the plan limits, their workspace will be paused. They will need to contact you or support to resume the workspace.

Your customer can have below options:

• Keep within the plan limits: They can delete the extra bot, or members, or the bot users, and keep within the plan limits. There is a setting in every channel that you can set up your total bot user limits. You can find the setting in “settings” → General → “Bot user limits”. Once the changes are made, and after the caching clears from the server(15 mins or so), the workspace will resume automatically. Or Partners can go to “White label settings” → “Workspaces” and resume the paused workspace from the backend.

• Upgrade to the higher plan: Your customer also have the option to upgrade to the higher plan, which will increase the plan limits. Then their workspace will back to normal.

• Purchase add-on through points: This will requires partner to activate “credit billing for add-ons”, and it’s only support Stripe payment for now. Your customer can purchase the points through Stripe, and using those points to purchase extra bot or bot users, and then their workspace will resume.