Overview

The Whitelabel > Plans section allows you to create and manage subscription tiers for your clients. Each plan controls usage limits, pricing, call logic (credits or minutes), and even which agent templates are available. You can offer multiple tiers (e.g., Starter, Pro, Enterprise) and charge clients monthly or annually using Stripe.

Awaz now supports two types of plans:

Credits – Usage-based billing where clients top up their wallet with real money
Packages – Bundled billing where clients purchase minutes in bulk

By the end of this guide, you’ll be able to:

✔ Choose between credits or packages for your plan type
✔ Set your own pricing, currency, and usage limits
✔ Assign templates per plan for more control
✔ Preview how plans appear on the client side

Step-by-Step Guide

Step 1 - Access the Whitelabel Plans Section

Log in to your dashboard.
From the left-hand menu, go to Whitelabel > Plans.
Click on the “Add New Plan” dropdown to start creating a new offering.

Step 2 – Select Plan Type: Credits vs Packages

At the top of the form, you’ll now see a Plan Type dropdown. You can choose between:

Credits – Clients top up a dollar balance. Calls deduct from their balance.
Packages – Clients pay for a set amount of minutes per month or year.

Here’s how it works in Awaz:

Packages: Best for fixed plans (e.g., $300/month for 500 minutes). Once the limit is hit, the client upgrades to the next tiered package.
Credits: Best for pay-as-you-go. You set the value of credits (e.g., $100 = 500 credits = 500 minutes). When they run out, clients top-up as needed.

Plan Type: Credits

Available Settings:

Currency – Choose your local currency
Price – Set the base subscription price for your plan.
Recurrence Type – Select how often the user will be billed (e.g., monthly/annualy).
Add-On Calls – Add a per minute price on top of the subscription price of your plan.
Max. Agents / Max. Users – Set limits for the number of AI agents or end-users included in the plan.
Bought Phone Monthly Price – Price per month if a user purchases a new phone number through the platform.
Connected Phone Monthly Price – Price for users who connect their own number instead of buying one.
Knowledge File Monthly Price – Set a price for uploading and using Knowledge Files in calls.
Offer Free Credits – Optionally allow a set amount of free usage credits to be included when a user signs up under this plan (applies only during initial sign-up and trial period; does not carry over to renewals or upgrades).
Free Trial – Enable or disable a trial period before billing begins.
Require Credit Card on Signup – Choose whether users must enter their card details to activate the plan.
Templates – Restrict access to specific agent templates

💡 Tip: Knowledge Files are documents you upload to train AI agents on specific information — like product details, FAQs, or internal policies. The AI can then reference this content during calls to answer questions more accurately.

Note: For White Label users, Awaz does not charge for Knowledge Base uploads. Instead, you’ll be billed directly by Retell for usage, similar to how call cost-per-minute is handled.

Plan Type: Packages

Available Settings:

Currency – Choose your local currency
Price – Set the base subscription price for your plan.
Recurrence Type – Select how often the user will be billed (e.g., monthly/annualy).
Included Minutes – Total minutes bundled into the plan
Max. Agents / Max. Users – Set limits for the number of AI agents or end-users included in the plan.
Bought Phone Monthly Price – Price per month if a user purchases a new phone number through the platform.
Connected Phone Monthly Price – Price for users who connect their own number instead of buying one.
Knowledge File Monthly Price – Set a price for uploading and using Knowledge Files in calls.
Offer Free Credits – Optionally allow a set amount of free usage credits to be included when a user signs up under this plan.
Free Trial – Enable or disable a trial period before billing begins.
Require Credit Card on Signup – Choose whether users must enter their card details to activate the plan.
Templates – Restrict access to specific agent templates

Step 3 – Add Plan Title and Description

Scroll down to fill in the Plan Title and a short Plan Description.
This will appear during your client's signup.

Step 4 – Assign Templates (Optional but Powerful)

You can now assign specific Agent Templates to each plan.

💡 Use case: You may want to offer real estate-focused templates only in one plan, and marketing templates in another. This allows you to control which templates are available based on the client’s subscription.

If you assign specific templates, only those will be visible to users under that plan.
If you leave this field empty, the user will see all templates available in your account by default.

Step 5 – Save Your Plan

Once you're done configuring the fields, click Save Plan.
The plan will now be available for your clients during signup or upgrade.

💡 Choosing Between Credits and Packages

Plan Type	Billing Style	Client Sees	Recharges?	Best For
Credits	Usage-based per minute	Dollar balance	✅ Yes	Flexible usage, pay-as-you-go consumption
Packages	Fixed bundle of minutes	Remaining minutes	❌ No (but can upgrade plan)	Predictable pricing, upsell opportunities through tier upgrades

💡 Tip: With Packages, clients can't recharge—but you can encourage upgrades when their minutes run low. This can be a strategic way to upsell higher tiers or bundled plans.