Docs · Portal User Guide · Plan & AI usage
Plan limits and AI usage
The portal Dashboard shows how much of your current plan you are using—parts, user seats, AI allowance, and related capacity. Published allowances for each public plan live on pricing; treat that page (and your tenant's Subscription view) as the source of truth if numbers differ from this guide.
Overview
Self-serve plans on the public site are Free Trial, Starter, Growth, and Scale. Enterprise or scoped programmes can differ—do not assume every tenant matches the entry-level SaaS matrix. This page explains the cards operators see day to day, not a commercial quote.
Dashboard usage cards
After sign-in, open Dashboard. Typical usage cards include:
- Parts Created — catalogue size versus the parts allowance on your plan. The published Parts stored figure tracks catalogue capacity as shown on pricing and the Dashboard; confirm with your Subscription view which records count if you are unsure.
- Users — seats used versus the user limit (see Admin · Users)
- AI Calls Used — AI-call consumption against your plan's AI allowance. The portal Dashboard card may still show the literal label AI Tokens Used; that card measures AI calls, not token counts.
- Data Quality — attention cues for incomplete or weak records (not a hard plan quota)
Sites and devices (storerooms) are limited by plan as well; manage them under Admin · Sites & devices. Cards may offer View plan details, Manage users →, or Review quality → when attention is needed.
Published plan limits
As published on the public pricing matrix (verify there before relying on a figure):
| Plan | Parts stored | Users | AI calls | Sites & devices |
|---|---|---|---|---|
| Free Trial | 50 | 1 | 50 | 1 site, 1 device |
| Starter | 500 | 1 | 500 | 1 site, 1 device |
| Growth | 3,000 | 3 | 3,000 | 3 sites, 15 devices |
| Scale | Unlimited | Unlimited | Unlimited | Unlimited |
Trial is 14 days within published Free Trial limits; no credit card is required. You can upgrade or downgrade; the pricing FAQ states changes are prorated. Scale is contact / custom. Optional modules listed on pricing can be added to a plan—do not invent module names or prices that are not on the live page.
AI usage in day-to-day work
AI-assisted actions consume the account's AI-call allowance. Creating a new Master Product consumes the account's product or SKU capacity, while Customer Sites and Devices are governed by their own plan limits. Features such as description enhance and matching suggestions in Parts Uploader / ProductMatch workflows draw from that AI-call allowance. Depending on your portal version, the Dashboard card may be labelled AI Tokens Used—treat it as AI Calls Used for planning.
Always review AI suggestions before you save—the UI warns that AI can make mistakes about part info. Hitting an AI quota can pause automatic matching even when a file shows as Processed; create or link rows manually, or upgrade when your organisation needs more capacity.
When a limit is reached
- Users — free a seat or upgrade before inviting someone else; pricing FAQ notes you are notified when approaching the limit and can upgrade or purchase additional licences.
- Parts — archive or clean duplicates where appropriate, or move to a higher plan that raises the parts stored allowance.
- Sites / devices — stay within the sites & devices row on pricing; remove unused storerooms before adding new ones if you are at the cap.
- AI — finish review work without automatic matching, or upgrade for a larger AI calls allowance.
Use Administration → Subscription / View plan details in the portal, or the public pricing page, for current options. For Scale or bespoke programmes, contact us.
Next steps
- Manage seats in Admin · Users.
- Manage Sites and Storerooms in Admin · Sites & devices.
- Run bulk file work in Parts Uploader (ProductMatch in the portal).