Administer Plans & AI Providers
Configure product plans, inspect subscription status, assign access, and manage the active AI provider.
Subscription administration
- Configure visible product plans and PayPal plan references.
- Review the cross-product subscription report.
- Assign a plan, sync a PayPal subscription, extend a trial, or cancel product access for a client.
AI Chat administration
- Configure and activate chat-model providers such as OpenAI, Anthropic, Gemini, Mistral, Azure OpenAI, or a controlled custom HTTP endpoint.
- Test provider credentials and list available models where the provider supports discovery.
- Review users and their bots, change plan assignments, enable or disable bots, retry documents, and inspect usage logs.
Provider credentials are platform secrets
Keep AI keys in the protected model settings store. Do not place them in public client code or expose them to tenant users.
Keeping subscriptions and AI usage under control
Check the cross-product subscription report on a regular schedule rather than only when billing questions come in; catching an unsynced PayPal subscription or an expiring trial early prevents unexpected access interruptions for clients.
When testing a new AI provider or model, roll it out to a small set of bots first and review the usage logs before making it the default for every tenant, since providers differ in cost, response latency, and available model discovery.
Frequently asked questions
- Who can access these administrator-only screens?
- Super administrators can access all subscription and AI provider settings; AI Chat administrators can access the AI Chat administration screens.
- Can I run more than one AI provider at the same time?
- You can configure multiple providers such as OpenAI, Anthropic, Gemini, Mistral, or Azure OpenAI, but only the activated provider serves live chat requests for a given bot.
- What happens if I extend a trial for a client?
- The client keeps access to the assigned plan’s features for the extended period without requiring a new subscription sync.
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