What this page covers
When you create or edit a Subscription Plan, the plan modal includes a Features & Add-ons section. This is where you configure which platform capabilities a customer automatically receives when they subscribe to that plan, so every new subscriber on a tier gets the right capabilities from day one — without you having to toggle them per customer after sign-up.
This page is the reference for that section. For the plan’s basic fields (name, price, billing interval, landing-page visibility) and how to reach the modal, see Subscription plans.
Where to find it
- Open Settings in the Partner Portal sidebar.
- Click White-Label Portal.
- In the Section Nav Rail, click Subscription Plans.
- Click Create Plan (or Edit on an existing plan).
- Scroll down to the Features & Add-ons section, below Features (Display Text).
How it works
When a customer subscribes to a plan (or you assign them one), Knotie applies the plan’s feature settings to that customer’s account. Updating a plan does not change existing customers — it only affects new subscribers from that point on.
You can always change individual features later for a single customer via the per-customer Features & Add-ons screen — see Features & Add-ons per customer.
Every toggle starts off when you click Create Plan. When you edit an existing plan, its currently-saved values load into the modal — nothing is reset.
Available toggles
The section is grouped by category. Each row is a single on/off toggle unless noted.
Analytics Features
| Toggle | What it controls |
|---|
| Advanced AI Analytics | Turns on the advanced analytics dashboard. Gated — shows “Disabled at partner level — enable AI Analytics in Partner Settings first” until you enable it at the partner level. |
| Detailed Call Analysis | In-depth call breakdowns and transcripts. |
| Action Point Analysis | AI-generated action items from calls. |
| Toggle | What it controls |
|---|
| Integration | Show the integration menu. |
| Knowledge Base | Show the knowledge base menu. |
| Docs & Media | Show the documents and media menu. |
| Social Planner | Show the social-media post-scheduling menu. |
| Phone Numbers | Show the phone numbers menu. |
| Schedule Meeting | Show the schedule-a-meeting menu. |
| Pricing Information | Show the pricing / cost breakdown to the customer. |
| MCP Access | Let the customer create their own MCP token. |
| New Solutions Marketplace | Show the app-marketplace “New Solutions” menu. |
Turning on Docs & Media (or Knowledge Base) reveals a Default storage (MB) field — “Applied to new subscribers; overridable per customer.”
Knowledge Base Processing (revealed by Knowledge Base)
Enabling Knowledge Base expands a Knowledge Base Processing sub-group:
| Field | What it controls |
|---|
| KB Processing Enabled | Allow knowledge-base ingestion for this customer. |
| Auto-Embedding | Automatically embed new KB assets (consumes credits). |
| KB Ingestion Tier | Essential, Moderate, or Premium — “Drives parser quality for ingested documents.” Higher tiers cost more per embedding. |
AI & Automation
| Toggle | What it controls |
|---|
| AI Gateway | Lets the customer generate their own AI Gateway API keys. Gated — shows “Disabled at partner level — enable the AI Gateway in Partner Settings first” until enabled at the partner level. |
| AI Memory (Mind) | Persistent per-customer / per-agent memory bank. Requires partner-level AI Memory. See AI Memory. |
API Access
| Toggle | What it controls |
|---|
| API Access Enabled | Allow the customer to use the public API. |
| API Keys Menu | Show the API Keys menu — requires API Access Enabled first. |
Team Management
| Toggle | What it controls |
|---|
| Team Members | Let the customer invite team members. |
Turning on Team Members reveals a Max team members field — “Seat cap applied to new subscribers; overridable per customer.” Leave it blank for no cap.
Servers & Infrastructure
| Toggle | What it controls |
|---|
| Server Terminal (BYO) | Show the bring-your-own VPS terminal. |
| Managed VPS Purchase | Let the customer buy managed VPS servers via the portal. |
AI Credits
| Toggle | What it controls |
|---|
| AI Credits Enabled | Enable the AI-credit billing system for the customer. |
| Field | What it controls |
|---|
| Initial AI Credits | One-time credit grant when the customer first onboards with this plan. |
| Low Credit Notifications → Enable Notifications | Send whitelabel email alerts when the customer’s AI credits run low. |
| Low Credit Threshold | The customer receives an email when their AI credit balance reaches this threshold or below. |
Tips
If you add a feature to a plan and want existing subscribers to have it, update each customer individually via Customer Management → Features & Add-ons. Editing the plan alone won’t back-fill existing accounts. The Advanced AI Analytics, AI Gateway, and AI Memory (Mind) toggles only take effect if you’ve enabled those features at the partner level first. A gated toggle shows a “Disabled at partner level…” note until then.
Related pages
