> ## Documentation Index > Fetch the complete documentation index at: https://docs.knotie-ai.pro/llms.txt > Use this file to discover all available pages before exploring further. # Subscription plan features > Control exactly which platform features each subscription tier unlocks — analytics, menu visibility, knowledge-base processing, AI Memory, MCP access, team seats, VPS, and AI Credits — all from the plan modal's Features & Add-ons section. ## 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](/partner-portal/settings/subscription-plans). ## Where to find it 1. Open **Settings** in the Partner Portal sidebar. 2. Click **White-Label Portal**. 3. In the **Section Nav Rail**, click **Subscription Plans**. 4. Click **Create Plan** (or **Edit** on an existing plan). 5. Scroll down to the **Features & Add-ons** section, below **Features (Display Text)**. Create New Plan modal — the Features & Add-ons section with the heading 'Configure which features will be automatically enabled for customers who subscribe to this plan', showing the Analytics Features group (Advanced AI Analytics, Detailed Call Analysis, Action Point Analysis) and the start of the Menu Visibility group (Integration, Knowledge Base, Docs & Media, Social Planner, Phone Numbers), each with an on/off toggle. ## 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](/partner-portal/customers/features-addons-and-menu-visibility). 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. | ### Menu Visibility | 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](/partner-portal/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. | When **AI Credits Enabled** is on, additional fields appear: | 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](/partner-portal/customers/features-addons-and-menu-visibility). 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 * [Subscription plans](/partner-portal/settings/subscription-plans) — basic plan fields, pricing, and landing-page visibility * [Features & Add-ons per customer](/partner-portal/customers/features-addons-and-menu-visibility) — override plan features for individual customers * [Customer credit plans](/partner-portal/settings/customer-credit-plans) — pay-as-you-go credit packs (separate from subscription plans) * [AI Memory](/partner-portal/ai-memory) — enable AI Memory at the partner level before using it in plans