Here are the available Usage Plans for publishing your virtual assistants. You can choose the plan of your preference while publishing your assistant. 

1. The Free Plan and Standard Plan are available only in the global cloud instance (https://bots.kore.ai/)
2. The Enterprise Plan is available in all the global as well as the regional (EU and JP) instances
3. If you have an Enterprise Account, then the virtual assistants in your account are automatically assigned with an Enterprise Plan. 

Usage Plan Limits

The platform applies various limits and enforcements on the usage of the virtual assistant based on the plan associated with it.

Subscription to Usage Plan

You can publish assistants in Regular Accounts by choosing any of the available plans. Selecting a Usage Plan is required for publishing a virtual assistant. If you are in an Enterprise Account, you do not need to select a plan as the platform automatically subscribes your assistant to Enterprise Plan.

• Publish in Free Plan
  • If the virtual assistant is published in the Free Plan, then the request will be instantly approved.
  • You can see the available billing units from the Plan and Usage module.
• Publish in Standard Plan
  • You can publish the assistant in Standard Plan by completing the payment as per the plan definition.
  • You will be redirected to our payment gateway for completing the transaction
  • Post successful payment processing, you will be redirected to the platform
  • You can see the available credits and the corresponding billing units from the Plan and Usage module.
• Publish in Enterprise Plan
  • Virtual assistants in Enterprise Account are automatically published in the Enterprise Plan
  • You can reach out to us from by clicking contact us if you would like to upgrade your account to an Enterprise Account

Following are the different ways in which you can subscribe to Usage Plans. This is applicable for the Free Plan as well as the Standard Plans.

• Builder
  • If ‘Auto Approval’ of deploy/publish requests is enabled for your account, then you can choose a required plan while publishing the assistant.
  • ‘Auto Approval’ is enabled for all accounts by default. Your enterprise administrator may choose to disable it as per your organization’s policies.
  • You can choose to submit the publish request to your administrator even when the Auto Approval is enabled.
  • Do note that you can choose different plans for assistants in the same account. You can have some of your assistants in Free Plan and some in Standard Plan.
• Admin Console
  • The administrator of your account can associate a suitable Usage Plan before approving the virtual assistant’s deployment/publish request.

Publishing an Assistant in Free Plan

Follow these steps to publish an assistant:

1. Open the Assistant whose tasks you want to publish.
2. Select Deploy tab from the top menu
3. From the left menu select Bot Management -> Publish.
4. The Publish page opens with all the bot tasks selected by default.
5. Clear the checkboxes of any tasks you do not want to publish, and then click Next.
   Note: If you select to publish tasks without including the NL Model, then any unpublished training data will not be published and will be associated with the auto-created in-development version of the respective tasks.
6. Enter any useful comments for the Bots Admin and click Confirm.
7. Once you click confirm, you are redirected to select the plan for your account.
8. You can select the following plans:
   • Free Forever – A free account plan with basic features.
   • Standard – A pay-as-you-go account plan with $0.01 charger per user request.
   • Enterprise Custom – A custom plan with unlimited requests per session.
9. For more information about each plan, click learn more.

Upgrading from the Free to Standard or Custom Plan

Follow these steps to upgrade your plan:

1. Once the Assistant is published.
2. Select Manage tab from the top menu
3. From the left menu select Plan & Usage and click Upgrade Plan.
   
4. Once you click upgrade plan, you can either Choose a Standard Plan or Contact Kore.ai team for purchasing a custom plan.
   
5. Click Choose Plan and enter the amount in the Amount to Credit field and click Authorize Payment.
   
6. Enter the following payment details to purchase a standard plan:
   • Billing Information 
   • Payment Method
     
7. Fill all mandatory details and complete the payment process to upgrade to a standard plan.

Usage Details

You can find your virtual assistant’s Billing Units usage from the Plans and Usage module. You can view the data on the screen or export it to a CSV file. You can view the usage as Billing Sessions or Billing Units based on the plan in which the assistant is published. 

• If your virtual assistant is in an Enterprise Account, then the Billing Units will be presented as Billing Sessions
• If your virtual assistant is in a Standard Account, then the Billing Units will be presented as Billing Requests

View Usage Information

To view the current plan and the usage data, follow these steps:

1. Log on to the Bot Builder and select the Bot
2. Select the Manage tab from the top menu
3. From the left menu click Plan & Usage
4. The Plan & Usage page will show the current plan, credits and sessions available
   
5. You can:
   • view the billing sessions consumed for a bot in a given period from the Bot Builder
   • filter the billing sessions based on:
     • Date (1 Week, 2 Weeks, 4 Weeks) – count per day
     • Month (1 Month, 2 Months, 3 Months, 6 Months) – count per month
     • Custom – choose a date period – count per day
   • export the billing sessions into a CSV format
6. Further, you have an option to:
   • Change plans, refer here for plan details
   • Reload the current account
7. Enterprise accounts do not have the option to change payment or reload. You need to contact the support team for any assistance.
8. You will be directed to the payment page with various payment options to choose from and complete the transaction.