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

# Settings & Billing

> Manage your organization profile, subscription plan, credits, and account settings

The **Settings** page is your central hub for organization details, billing, API keys, integrations, and more. Open it from the sidebar.

<Frame caption="Settings overview — tabs along the top or side depending on your screen size.">
  <img src="https://mintcdn.com/quensultingai/xnI-ZHCSg6FKh-rL/images/settings-overview.png?fit=max&auto=format&n=xnI-ZHCSg6FKh-rL&q=85&s=63c74449e83fe8ba4d3b51c59326c733" alt="Deflect Settings page showing profile and billing tabs" width="1440" height="900" data-path="images/settings-overview.png" />
</Frame>

## Profile

Update your personal account details:

* **Full Name** — How your name appears to teammates and in live chat.
* **Profile Picture** — Avatar shown in team presence and live chat.

## Organization

Organization-level settings (typically managed by an **Admin**):

* **Organization Name** — Displayed across the dashboard.
* **Contact Email** — Primary email for account communications.
* **Billing Email** — Optional separate address for invoices and billing notifications.

## Billing & Plans

Open **Settings → Billing** to see your current plan, usage, and upgrade options.

### Understanding your usage

| What you see             | What it means                                                                                                    |
| ------------------------ | ---------------------------------------------------------------------------------------------------------------- |
| **AI credits**           | How much AI capacity remains this billing period. Each AI reply uses credits based on the model your agent uses. |
| **Top-up credits**       | Extra AI credits you bought separately. These do not expire while you stay on a paid plan.                       |
| **Email allowance**      | How many outbound emails (notifications, campaigns, etc.) your plan includes this period.                        |
| **Email top-up credits** | Extra email sends purchased separately (paid plans only).                                                        |
| **Storage**              | Knowledge base storage used vs. your plan limit.                                                                 |

<Frame caption="Billing tab — plan name, credit balance, usage bars, and upgrade cards.">
  <img src="https://mintcdn.com/quensultingai/xnI-ZHCSg6FKh-rL/images/settings-billing.png?fit=max&auto=format&n=xnI-ZHCSg6FKh-rL&q=85&s=947776545ce88b0b1c8e7d5d43a4f8cc" alt="Deflect billing tab showing plan, credits, and usage" width="1440" height="900" data-path="images/settings-billing.png" />
</Frame>

### Plans at a glance

| Plan        | Monthly AI credits | Team seats included | Monthly emails |
| ----------- | ------------------ | ------------------- | -------------- |
| **Free**    | 100                | 1                   | —              |
| **Starter** | 4,000              | 1                   | 1,000          |
| **Growth**  | 20,000             | 3                   | 5,000          |
| **Scale**   | 50,000             | 5                   | 20,000         |

Exact prices and feature limits are shown in the dashboard when you compare plans. Limits can include knowledge bases, web crawl pages, WhatsApp numbers, and more.

### Free plan

On the **Free** plan you receive **100 AI credits every 30 days**. Credits refresh automatically — you do not need to purchase a subscription for this allowance.

<Warning>
  **Top-up credits are not available on the Free plan.** If you previously bought top-up credits on a paid plan and later downgrade, those top-ups are **saved** but **not usable** until you upgrade again.
</Warning>

### Upgrading or changing plans

1. Go to **Settings → Billing**.
2. Compare the plan cards (Starter, Growth, Scale).
3. Click **Upgrade** (or **Get \[plan name]** if you are on Free).
4. Complete checkout in the secure payment window.

When you upgrade mid-cycle, you are charged a **prorated** amount for the remainder of the current period and your new limits apply right away.

### Managing your subscription

Click **Manage Subscription** to open the billing portal where you can:

* Update your payment method.
* View invoices and payment history.
* Cancel or change your subscription.

If you cancel, you keep paid-plan access until the end of the current billing period, then move to the Free plan.

### Top-up credits (paid plans)

Need more AI capacity before your next renewal? Paid plans can buy one-time **top-up packs**:

| Pack   | Credits | Price |
| ------ | ------- | ----- |
| Small  | 1,000   | \$10  |
| Medium | 7,500   | \$50  |
| Large  | 18,000  | \$100 |

**How top-ups work:**

* Your **monthly plan credits are used first**.
* When monthly credits run out, **top-up credits** are used automatically.
* Top-ups **do not expire** while you remain on a paid plan.
* If you downgrade to Free, top-ups are **locked** until you upgrade again.

<Frame caption="Top-up credits section on the Billing tab (visible on paid plans).">
  <img src="https://mintcdn.com/quensultingai/xnI-ZHCSg6FKh-rL/images/settings-topup-credits.png?fit=max&auto=format&n=xnI-ZHCSg6FKh-rL&q=85&s=d4c8889790fe6d1b7c2daaa02460fca1" alt="Top-up credit purchase buttons on the billing page" width="1440" height="900" data-path="images/settings-topup-credits.png" />
</Frame>

### Email top-ups (paid plans)

If you send a lot of email (campaigns, notifications, ticket replies), you can buy extra email sends from the same Billing tab. Monthly plan emails are used first; email top-ups cover overflow.

### Extra seats

Additional team seats beyond what your plan includes are **coming soon**. For now, contact [support@quensultingai.com](mailto:support@quensultingai.com) if you need more seats than your plan provides.

## Customer lifecycle messages

Under **Settings → General** (or the section labeled **Customer lifecycle messages**), admins can choose which **automated status updates** customers see — for example when a chat is handed off, resolved, or reopened.

* Turn the **master switch** on or off for optional messages.
* Toggle individual message types. Some required messages cannot be disabled.
* Wording is tailored per channel (web widget vs. WhatsApp); you control **whether** each message is delivered.

<Frame caption="Customer lifecycle messages — list of toggles grouped by category.">
  <img src="https://mintcdn.com/quensultingai/xnI-ZHCSg6FKh-rL/images/settings-lifecycle-messages.png?fit=max&auto=format&n=xnI-ZHCSg6FKh-rL&q=85&s=faabda515034d862a113d57521db1c68" alt="Customer lifecycle message preference toggles in Settings" width="1440" height="900" data-path="images/settings-lifecycle-messages.png" />
</Frame>

## Other settings tabs

| Tab                  | What it covers                     | Learn more                                  |
| -------------------- | ---------------------------------- | ------------------------------------------- |
| **Widget**           | Embed code and widget options      | [Widget installation](/widget-installation) |
| **API Keys**         | Keys for the website widget        | [Widget installation](/widget-installation) |
| **Domains**          | Which websites may use your widget | [Widget installation](/widget-installation) |
| **Team**             | Invite and manage members          | [Team management](/team-management)         |
| **Contact Fields**   | Custom fields on contact profiles  | [Contacts](/contacts)                       |
| **Canned Responses** | Shortcuts for live chat            | [Canned responses](/canned-responses)       |
| **Email Branding**   | Sending domains and templates      | [Email branding](/email-branding)           |
| **Integrations**     | WhatsApp, Freshdesk, FreshChat     | [Integrations](/integrations)               |