Skip to main content
A product (customers see it as their plan) is what an account is on. It sets the monthly price, the length of the free trial, and what the account may use: channels, batteries, the OMNI API, seats and access features. Every account is on one product. Platform → Products lists your products down the side and opens the chosen one beside them.
The Products page, with a list of products on the left and the editor for one product on the right.

Platform → Products: the products down the side, the chosen one's editor beside them.

Each product in the list shows its monthly price and how many customers are on it, with a badge:
  • On signup: new customers can choose it on the signup page.
  • Hidden: active, but not offered at signup. Staff and resellers can still put customers on it.
  • Inactive: can’t be chosen or switched to.

​
Create or change a product

1

Open the product

Select a product in the list, or New product below it.
2

Set the basics

  • Name, as customers see it.
  • Trial days, from 0 (no trial) to 365.
  • Monthly price, with its currency: INR, USD, EUR, GBP, AED, SGD or AUD.
  • Description, shown on the signup page.
Payment is offline (bank transfer or cheque) for every product.
3

Decide who can pick it

  • Offer on the signup page: new customers can choose it and start a trial.
  • Pre-select at signup: the product chosen by default. Only one product can be pre-selected, so turning it on here turns it off on any other.
  • Active: an inactive product can’t be chosen or switched to.
4

Choose what's included

Switch on each feature the product includes. Where a feature has a ceiling, set it in up to. Leave it empty for no limit.
5

Save

Select Save.

​
What a product can include

Under What’s included: Under Channel modules: SMS, WhatsApp, RCS and Voice. A customer sees a channel only when their product includes it. A feature badged coming soon isn’t available yet and can’t be switched on. A channel badged switched off has been turned off for every account. Select the badge to open it under Channels.
The Calendar, Catalogue, Customer data and Tickets batteries aren’t set on this screen. To give one to a single customer, or take it away, use the Modules tab on their page. To switch one off for everyone, use Modules.
Message credit and channel connections are not part of a product. Credit is the customer’s wallet, which you top up from their page. Connections are set on each channel’s settings and under Channels.

​
What a change does to customers

  • Features and limits change straight away for every customer on the product, except where you’ve set an override for one account.
  • The monthly price applies to customers who join or move to the product after the change. Customers already on it keep the price on their subscription. To change one customer’s price, edit it on their page.
  • Trial days apply to new signups. To give one customer longer, extend their trial from their page.
  • Making a product inactive stops anyone choosing it or switching to it. Customers already on it stay on it.

​
Moving a customer to another product

Change the product from the customer’s page under Subscription. See Customers. Resellers can move their own customers between your active products, too. See Resellers.