Plans

Plans let you package agent pricing into reusable tiers — Starter, Pro, Enterprise — without duplicating configuration on every customer. Each plan belongs to one agent and carries its own full pricing: setup fees, platform fees, seat fees, activity/outcome indicators, and credit benefits.

Why use plans?

Plans are referenced on order lines. When billing runs, Paygent uses the plan’s pricing snapshot for that customer — not the agent’s default pricing.

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Standard vs Custom plans

Paygent supports two plan types:

Standard plans

Public tiers you sell to most customers.

• Created under sidebar Plans → Standard
• Available to any customer when creating an order
• Typical use: Starter ($99/mo), Pro ($299/mo), Enterprise (custom seat count)

Custom plans

Negotiated pricing for specific accounts.

• Created under sidebar Plans → Custom
• Assign one or more customers — those customers are auto-selected when you create an order
• Typical use: volume discounts, pilot pricing, or bespoke indicator rates for a single enterprise deal

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Create a plan

Sidebar → Plans → Create Plan

Each plan’s pricing supports multiple setup fees, platform fees, and seat-based fees. See Subscription Fees.

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Use a plan on an order

When creating or editing an order:

1. Orders → Create Order → Step 3 Lines
2. Add an agent line
3. Choose Billing Plan → pick a Standard or Custom plan, or No plan (use default pricing)
4. Activate the order

The plan name appears on invoices and in analytics (planName on customer usage reports).

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Upgrade or change plans

For active orders, use Upgrade Plan on an order line:

1. Open the order → select the line
2. Click Upgrade Plan
3. Pick a new plan for the same agent
4. Confirm — future invoices use the new plan’s pricing

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Plans and credits

Plans can include platform fee credit benefits (bundled prepaid credits per billing period). When a customer subscribes via an order with such a plan:

1. Invoice generates → credits post as pending
2. Invoice marked paid → credits move to available balance
3. Usage debits the wallet per indicator CREDITS pricing

See Credit Currencies and Credits & Wallets.

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Example: three-tier SaaS

Agent: code-review-ai

1. Create three plans linked to code-review-ai
2. Assign “Acme Corp” to the Enterprise custom plan
3. Create orders — most customers pick Starter/Pro; Acme gets Enterprise automatically

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Checklist

• ✓ Agent exists with indicators configured
• ✓ Plan created (Standard or Custom) with full pricing
• ✓ Custom plan: assigned customers set (if applicable)
• ✓ Order line references the plan
• ✓ Order activated

Related: Subscription Fees · Orders & Invoicing · Pricing Models