> ## Documentation Index
> Fetch the complete documentation index at: https://reseller-docs.wamatrix.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Create and Configure Client Subscription Plans as a Reseller

> Define your own subscription plans, set feature limits, and control what each client workspace can access — all from your WaMatrix Reseller dashboard.

As a reseller, you define the plans your clients subscribe to. You set the name, price, and feature limits — WaMatrix never sees what you charge your clients. You can create as many plans as you need to match your business model.

## Creating a Plan

<Steps>
  <Step title="Open the New Plan form">
    Go to **Settings → Plans → New Plan** in your Reseller Dashboard.
  </Step>

  <Step title="Name your plan">
    Enter a plan name that makes sense to your clients — for example **Starter**, **Growth**, or **Agency Pro**.
  </Step>

  <Step title="Set usage limits">
    Configure the resource limits for this plan:

    * **Contacts** — total contacts the workspace can store
    * **Monthly Messages** — outbound messages allowed per billing month
    * **WhatsApp Channels** — number of linked WhatsApp Business numbers
    * **Team Seats** — total users (admins + agents) who can log in
    * **Chatbot Flows** — number of active bot flows allowed simultaneously
  </Step>

  <Step title="Toggle features on or off">
    Enable or disable specific features for this plan tier:

    * Automation flows
    * AI-assisted messaging
    * Campaign analytics
    * API access
  </Step>

  <Step title="Set your price">
    Enter your **monthly** and/or **annual** pricing. This is the amount you charge your clients — it is completely independent of what you pay WaMatrix.
  </Step>

  <Step title="Save the plan">
    Click **Save Plan**. The plan is immediately available to assign to any client workspace.
  </Step>
</Steps>

## Plan Limits Reference

| Limit             | Description                                     | Notes                                                       |
| ----------------- | ----------------------------------------------- | ----------------------------------------------------------- |
| Contacts          | Total contacts stored in the workspace          | Includes opted-out contacts                                 |
| Monthly Messages  | Outbound messages sent per billing month        | Resets on the workspace's billing date                      |
| WhatsApp Channels | Number of linked WhatsApp Business numbers      | Each channel requires a Meta Business account               |
| Team Seats        | Number of users who can log in to the workspace | Admins and agents combined                                  |
| Chatbot Flows     | Active bot flows allowed simultaneously         | Inactive (paused/draft) flows do not count toward the limit |

## Assigning a Plan to a Workspace

To assign or change the plan for an existing client workspace:

1. In your Reseller Dashboard, go to **Clients** and click the workspace name.
2. Open the **Subscription** tab and click **Change Plan**.
3. Select the new plan from the list and click **Confirm**.

The updated plan and its limits take effect at the start of the client's next billing cycle.

## Pricing Strategy Tips

<AccordionGroup>
  <Accordion title="Monthly retainer model">
    Charge a flat monthly fee that covers full platform access. This works well for clients who value cost predictability and simplicity. You absorb usage variability, so make sure your plan limits align with typical client usage before setting your price.
  </Accordion>

  <Accordion title="Per-conversation model">
    Bundle Meta conversation costs directly into your per-message or per-conversation pricing. This makes you the billing intermediary for Meta's charges and requires careful tracking of conversation types (user-initiated vs. business-initiated). Most resellers avoid this model due to the added accounting complexity.
  </Accordion>

  <Accordion title="Tiered feature model">
    Offer a low-cost entry plan with modest contact and message limits, then upsell clients to higher tiers as their usage grows. Gating premium features (such as API access or AI messaging) behind upper tiers gives clients a clear upgrade path and increases your average revenue per account over time.
  </Accordion>
</AccordionGroup>

<Note>
  You are never required to disclose WaMatrix pricing to your clients. The rates you charge are entirely your own business decision, and WaMatrix does not appear on any invoice or billing communication your clients receive.
</Note>