Billing and Plans — Video Tutorial Script

Video Info

• Duration: ~5 minutes
• Target Audience: Account administrators and business owners managing their subscription
• Prerequisites: Logged into DOLU.ai with admin permissions

Script

Scene 1: Introduction (0:00-0:15)

Narrator: "Welcome back to DOLU.ai. In this video, you will learn how to manage your billing and subscription. We will cover your current plan details, usage metrics, invoices, payment methods, plan comparison, and how to upgrade or downgrade. Let's get started." Screen: DOLU.ai logo and intro animation displayed

Scene 2: Accessing Billing Settings (0:15-0:40)

Narrator: "Click 'Settings' in the left sidebar, then select 'Billing'. The billing page shows your current plan, usage overview, and payment information." Screen: Settings page — click "Billing" — billing dashboard loads Action: Click "Settings" — click "Billing" — billing page loads with three sections visible

Narrator: "The page is organized into three sections: Plan Details at the top, Usage Metrics in the middle, and Payment and Invoices at the bottom." Screen: Three sections highlighted one by one with subtle outline animations Action: Scroll through the page to preview all sections

Scene 3: Current Plan Details (0:40-1:30)

Narrator: "The Plan Details section shows your active subscription. You can see the plan name, monthly or annual billing cycle, the price, and when your next billing date is." Screen: Plan Details card — plan name (e.g., "Pro Plan"), billing cycle ("Monthly"), price ("$49/month"), next billing date Action: Review the plan details card

Narrator: "Below the plan name, you will see what is included: the number of team members, connected channels, AI agent conversations per month, contacts limit, and campaign sends." Screen: Included features list with current usage vs. limit for each item Action: Review each limit — e.g., "Team Members: 3 of 5", "AI Conversations: 1,240 of 5,000", "Contacts: 892 of 10,000"

Narrator: "If you are approaching any limit, you will see a yellow warning indicator. If you exceed a limit, the indicator turns red and you may need to upgrade to continue using that feature." Screen: Warning indicator on "AI Conversations" showing 90% usage — yellow bar Action: Hover over the warning — tooltip: "You are approaching your AI conversation limit. Consider upgrading for more capacity."

Scene 4: Usage Metrics (1:30-2:20)

Narrator: "The Usage Metrics section gives you a detailed breakdown of how you are using the platform this billing cycle." Screen: Usage metrics section with progress bars and charts Action: Scroll to usage metrics section

Narrator: "You will see real-time counters for: total conversations handled, AI agent conversations, manual conversations, campaigns sent, SMS credits used, and storage consumed." Screen: Metric cards with progress bars: AI Conversations (1,240/5,000), Campaigns (12/50), SMS Credits (340/1,000), Storage (1.2 GB/5 GB) Action: Review each metric card

Narrator: "Click on any metric to see a daily breakdown. The chart shows your usage pattern over the current billing period, helping you predict whether you will stay within your plan limits." Screen: Click "AI Conversations" metric — daily usage chart expands — bar chart showing conversations per day Action: Click metric — chart loads — hover over bars to see daily numbers

Narrator: "If your usage is consistently high, this chart helps you make an informed decision about when to upgrade." Screen: Chart with usage trend line approaching the limit — projected overage highlighted Action: Point out the trend line approaching the limit

Scene 5: Plan Comparison and Upgrading (2:20-3:20)

Narrator: "To see all available plans, click the 'Compare Plans' button. This opens a side-by-side comparison table." Screen: "Compare Plans" button — click to open comparison view Action: Click "Compare Plans" — comparison table opens

Narrator: "DOLU.ai offers several plans: Starter, Pro, Business, and Enterprise. The table shows the key differences: team member limits, channel limits, AI conversation quotas, campaign volume, storage, and premium features like A/B testing, custom domains, and priority support." Screen: Plan comparison table with four columns — feature rows with checkmarks and limits Action: Scroll through the comparison table — key differences highlighted

Narrator: "To upgrade, click the 'Upgrade' button on the plan you want. If you are switching from monthly to annual billing, you will see the annual discount applied — typically 20% off." Screen: Click "Upgrade" on the Business plan — upgrade confirmation dialog Action: Click "Upgrade" — dialog shows price change, prorated credit, and new features unlocked

Narrator: "DOLU.ai prorates the cost. You only pay the difference for the remainder of your current billing period. The new limits take effect immediately." Screen: Proration calculation displayed: "Current plan: $49/month (15 days remaining = $24.50 credit) → New plan: $99/month (15 days = $49.50) → Amount due: $25.00" Action: Review the calculation — click "Confirm Upgrade" — success message: "Plan upgraded to Business!"

Narrator: "To downgrade, the process is similar. Click 'Change Plan' and select a lower tier. Downgrades take effect at the start of your next billing cycle so you keep your current features until then." Screen: Brief note: "Downgrades apply at next billing cycle"

Scene 6: Invoices (3:20-4:00)

Narrator: "Scroll down to the Invoices section to see your complete billing history. Each invoice shows the date, amount, plan, and payment status." Screen: Invoices table — columns: Date, Invoice #, Description, Amount, Status (Paid, Pending, Failed) Action: Scroll to invoices section — review the table

Narrator: "Click on any invoice to view the full details and download a PDF. The PDF includes all the information you need for accounting: your company billing details, tax information, and line items." Screen: Click on an invoice row — invoice detail page opens — "Download PDF" button visible Action: Click invoice — detail view loads — click "Download PDF" — PDF downloads

Narrator: "If you need invoices sent to a different email — for example, your accounting department — configure the billing email in the 'Billing Info' section above." Screen: Billing Info section — "Billing Email" field Action: Highlight the billing email field — show where to change it

Scene 7: Payment Methods (4:00-4:30)

Narrator: "In the Payment Methods section, you can add, update, or remove credit cards. Click 'Add Payment Method' to add a new card." Screen: Payment Methods section — existing card shown (ending in 4242) — "Add Payment Method" button Action: Click "Add Payment Method" — secure card entry form opens

Narrator: "Enter your card number, expiration date, and CVC. DOLU.ai uses industry-standard encryption to protect your payment information." Screen: Card entry form with fields — security badge: "256-bit SSL encrypted" Action: Enter sample card details — click "Save"

Narrator: "If your card expires or a payment fails, DOLU.ai notifies you by email and shows an alert on the billing page. Update your card within 7 days to avoid any service interruption." Screen: Alert banner: "Payment failed — please update your payment method" Action: Show the alert banner — click "Update" — card form opens

Narrator: "You can also set a default payment method if you have multiple cards on file." Screen: Two cards listed — "Set as Default" button next to the secondary card Action: Click "Set as Default" on the secondary card — default badge moves

Scene 8: Billing Information (4:30-4:50)

Narrator: "Click 'Edit Billing Info' to update your company details. This includes your legal company name, tax ID or VAT number, billing address, and the billing email. These details appear on all invoices." Screen: Billing Info form — fields: Legal Name, Company Type, Tax Office, Tax Number, Billing Address, City, District, Postal Code, Country, Billing Email, Billing Phone Action: Click "Edit Billing Info" — form opens — review fields

Narrator: "Make sure your tax information is accurate, especially if you need VAT-compliant invoices. Changes apply to all future invoices immediately." Screen: Fill in sample billing details — click "Save" Action: Enter sample data — click Save — confirmation message

Scene 9: Closing (4:50-5:00)

Narrator: "That covers everything you need to know about billing in DOLU.ai. You can monitor your usage, compare and switch plans, manage payment methods, and download invoices — all from one page. Thank you for watching this tutorial series. You are now ready to make the most of DOLU.ai!" Screen: DOLU.ai logo with text overlay: "Tutorial Series Complete — Start building with DOLU.ai!"

Summary

What you learned in this video:

• How to view your current plan details and included limits
• How to monitor usage metrics and predict when to upgrade
• How to compare plans and understand the feature differences
• How to upgrade or downgrade your subscription with prorated billing
• How to view and download invoices as PDFs
• How to add and manage payment methods
• How to update billing information for accurate invoices

Related Resources

• Getting Started — Return to the platform overview
• Settings: Channels — Connect your communication channels