Features & Capabilities

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What this section is for

Features & Capabilities is where a white-label account creates the “building blocks” that later show up when you create or edit a Subscription Plan. A simple way to think about it:

• Subscription Plans = the tiers you sell (Starter, Pro, etc.)
• Features & Capabilities = what each tier includes (enabled tools, numeric limits, or selectable options)

If you don’t create features here first, your plan’s Features step will have nothing useful to configure. Click here to open Features & Capabilities

Screenshot: the Features & Capabilities page where you can search existing items or create a new Feature/Capability.

Important: The exact URL can vary depending on your workspace setup. If the link doesn’t open, use the left sidebar: Plans & Billing → Features & Capabilities.

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How features are used in Subscription Plans

When you create or edit a plan, you’ll reach a step called Features (the wording can vary by account). That step is where you assign values for the features you defined here. So the workflow is:

1. Create a feature (here)
2. Assign a value to that feature inside each plan (in Subscription Plans)
3. The plan’s value becomes what sub-accounts receive when they use that plan

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Create a Feature/Capability

Click Create Feature/Capability and fill in these fields.

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Name

A short label that will be shown inside plan configuration. Good examples:

• Minutes per month
• Call recording
• Voice selection

Bad examples (too vague):

• Minutes
• Feature 1
• Access

Tip: Use names that read like a benefit or a clear rule. “Minutes per month” is clearer than “Minutes”.

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Description

Optional, but recommended. Write a short sentence so your team knows exactly what this feature controls. Example:

• “Monthly minutes included in the plan. Extra usage is billed separately.”

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How do plans grant this feature?

This is the most important choice. It defines what kind of value plans will set.

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On / Off (toggle)

Use when it’s simply enabled or disabled. Example:

• Feature: Call recording
  • Starter plan: Off
  • Pro plan: On

Best for:

• Add-ons like “Call recording”, “Remove branding”, “Priority support” (if your setup includes it)

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Usage limit (limit)

Use when the plan should set a numeric value, typically per billing period. Example:

• Feature: Minutes per month
  • Starter plan: 400
  • Pro plan: 1,000

Best for:

• Minutes, seats, number of agents, number of phone numbers, or any “X per month” style rule (depending on what your account supports)

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Access with options (capability)

Use when the plan should unlock one of several options. Example:

• Feature: Voice selection
  • Starter plan: Basic voices
  • Pro plan: Premium voices

Best for:

• “Choose one of these packs” / “Choose a level” type entitlements

Common mistake: Picking toggle for something that should be a number (like minutes). If it can vary by plan, it usually belongs as a limit.

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Category

Categories help you keep plan configuration tidy. When plans display features, they’re often grouped by category. Practical categories:

• Limits (minutes, seats, usage caps)
• Add-ons (recording, branded portal, etc.)
• Capabilities (voice packs, routing modes, integrations—depending on what you offer)

Tip: Keep categories consistent across features. If you create “Limit” and “Limits” you’ll end up with messy grouping.

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Practical example (realistic setup)

Imagine you sell two tiers to your sub-accounts:

• Starter: 400 minutes/month for a fixed price
• Pro: 1,000 minutes/month + call recording

Create these features in Features & Capabilities:

1. Minutes per month → Usage limit (limit)
   Description: “Monthly minutes included in the plan.”
2. Call recording → On / Off (toggle)
   Description: “Enables call recording for calls handled by the assistant.”

Then, in Subscription Plans:

• Starter plan:
  • Minutes per month = 400
  • Call recording = Off
• Pro plan:
  • Minutes per month = 1,000
  • Call recording = On

This way, sub-accounts immediately understand what changes between tiers, and your pricing becomes easier to justify.

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Edit an existing Feature/Capability

From the list, open the feature to edit its:

• Name and Description
• Feature type (toggle / limit / capability)
• Category

Important: Changing a feature’s type after it’s used in plans can impact how plans store or display that value. What happens can vary depending on your account setup—if you’re unsure, create a new feature and migrate plans to it.