Billing and plan limits
Plans, what's included on each tier, and how to upgrade, change payment, or cancel.
Yesoma plans scale with how you use the desk — solo, team, or running approvals across a busier team. This article covers what's on each tier, how to change plans, and how trials work.
Where billing lives
Settings → Billing. Every billing action opens the Stripe customer portal — your card details and invoices live there, not in Yesoma. You're an Owner of the workspace to manage billing.
What's on each tier
The current tier table is on /pricing, but here's the shape:
- Free — single-user. Inbox, AI replies (with daily caps), Business Brain, follow-ups, one connected channel.
- Starter — solo founder, no caps on AI replies. All channels. Revenue Impact widget.
- Business — adds team members (invites, roles, assignment), auto-assignment, and Community templates.
- Pro — adds manager approval gates (require sign-off on complaints, refunds, low-confidence drafts), audit log export, and priority support.
The exact features and prices on each tier are on /pricing and inside Settings → Billing.
Trial
New workspaces get an active trial — usually 14 days — that unlocks team and approval features so you can evaluate the full product. The trial banner in the app shows days left. When the trial ends, the workspace drops to Free (or whatever plan you've chosen) and gated features show an upgrade card.
Upgrade or change plan
Settings → Billing → Manage subscription. That opens the Stripe portal where you can change tier, swap payment method, or cancel. Plan changes take effect immediately; Stripe prorates.
Cancel
Same path — Settings → Billing → Manage subscription → Cancel. You keep full access until the end of the current billing period. After cancellation, your data stays exportable for 60 days; we don't delete anything until that window closes.
What happens when you hit a plan limit
Yesoma's plan gates are advisory in the UI (badges) and enforced by the server actions. For example, on a free plan the invite form shows an upgrade card instead of accepting a teammate's email. The server-side check is the real backstop, so the upgrade prompt is always honest.
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