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Billing process guide for partners

When a new customer joins, a Stripe customer record is created automatically behind the scenes — at first with no subscription or payment method attached, just a secure link between the customer's Newo account and their Stripe profile. This guide explains how the billing flow works for your customers.

Plans

Customers choose from three plans, all billed monthly — there are no annual plans:

  • Pay As You Go — $0/month, with 50 free units included one time, then per-unit pricing.

  • AI Receptionist — a monthly plan with a block of included units each cycle.

  • Enterprise — custom pricing for high-volume, multi-location organizations.

The free tier

A new customer starts on the free tier (temporal status) — they have not added payment details yet. On Pay As You Go they receive 50 free units to train and use their AI Employee with no credit card required. A notice on the Billing page prompts them to add payment and choose a plan.

The 50 free units are granted only once per account. A customer who cancels and resubscribes to Pay As You Go does not receive them again.

Activating a paid subscription

To move to a paid subscription, the customer chooses a plan and completes checkout through Stripe. The payment details they enter become their default payment method, and their AI Employee becomes a permanent (paid) agent.

Upgrading, downgrading, and canceling

Customers manage their subscription from the Manage button on the Subscription card of the Billing page, which opens a side panel. There they can upgrade or downgrade their plan, or cancel with Cancel Active Subscription. Cancellation takes effect immediately.

Customers without an active subscription

Customers are not locked out while on the free tier or without an active subscription. The system shows disclaimer messages at the start of conversations that nudge them to complete their subscription setup, and they can keep exploring the platform in the meantime.

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