Complete use case: upgrading your plan, viewing your capabilities and resolving an “out of plan”

An end-to-end example, with the real screens from this manual.

1. Starting point: your agency has the Starter plan — 1 WhatsApp number, no Copilot Assistant. You need a second WhatsApp number for the Support team and want to try Copilot Assistant on your intranet.
2. You check your counters in Channels: WhatsApp shows “1 of 1” — “You’ve reached your plan’s limit for this” (section 3) — and Copilot Assistant shows “Not included in your current plan”.
3. You upgrade your plan from Settings → Billing → “Change plan” (section 7), to a plan that includes 2 WhatsApp numbers and 2 Copilot Assistant channels.
4. You go back to Channels: WhatsApp now says “1 of 2” — you can add the second Support number with “Add channel” (Manual 24, section 3). Copilot Assistant no longer says “Not included”: you can create your first instance and follow Manual 57 to install it on your intranet.
5. Months later, you decide to cut costs and go back to Starter. When you confirm the change, the second WhatsApp and the Copilot Assistant channel you created become “out of plan” (section 4) — nothing is deleted, but they stop responding.
6. You resolve the “out of plan”: you go into Channels, see the red badge on both cards, and decide to keep the Support WhatsApp (the one you use most) — since Starter only includes 1, the system tells you it doesn’t fit yet. You click “Request” (section 5) to ask for a one-off upgrade to 2 WhatsApp numbers while keeping Starter, with a note explaining why.
7. Your provider resolves the request by adjusting your contract — you see “1 of 2” again on WhatsApp, you keep the Support number, and your intranet’s Copilot Assistant stays “out of plan” until you decide to keep it too or upgrade your plan again.

At no point in this journey was anything deleted, or did a message arrive without an explanation: every block said why, and every extra object was left waiting for your decision.