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Table of Contents


A.  Paywall Notifications


The paywall will be restricting some of the MSPBots features if beyond your allowable assets access.   This asset access is based on your per subscription plan.  To know more about the MSPBots subscription,  click MSPBots Pricing List for the details.

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    2.   For BOTs  -   Trigger button will be disabled and a pop-up message will show.

           (TBD - Need actual screenshots from CN Team)

By default, customers are under the Free Bundle setup.  It has limited features, user access and a time based free trial on system integrations.   In order to do more and used the MSPBots features fully and help your business processes run smoothly. 

We recommend to upgrade your plan and by following the setup below. 


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B.  Setup your Billing account


 1.  Open MSPBots then go to Settings > Billing.

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5.  Your primary card number is now save in the pay method section.


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C.  How to Upgrade your Plan or Bundles 


To upgrade your plan, 

 1. At Billing page, after setting up your Pay Method, hover into the "Your Bundles" section. Then, click Upgrade.  

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     b.  Click the Bundles Usage tab,  you can see the list of Assets Quantity and the Next Billing date.

     




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D.  How to subscribe or purchase for new assets ( A La Carte Usage)


1.   Go to Marketplace, select type of assets -  BI Packages, BOTS  Usage, App and Featured apps.

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9.   To validate the purchase, Go to Billing page >  A la carte Tab.  See New Assets added.






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E.  How to know your Billing History and get an Invoice copy


1.  To know your billing history details.  Go to Billing page > "Billing History" section.

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   see sample invoice.

   



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F.  How to cancel subscription.


1.   Go to Billing page, 

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