Plans and modules
What is in which plan, and what it looks like when something is not.
Two separate things: capabilities and AI credit
What a plan decides comes down to two things above all: which modules are available, and whether you have AI credit.
The free plan has no AI credit, but contacts, engagements, feeds, tasks and Pulse are uncapped on it. So the organisational memory — the core of the product — works without paying; what needs paying for is document reading and the knowledge base.
Individual plans carry everything an individual does and lack only the team modules. Team and enterprise plans carry all of it.
Boundaries people usually ask about
| Module | From which plan |
|---|---|
| Feeds, engagements, tasks, Pulse, meetings | Free |
| Document reading and the knowledge base | Individual and up |
| Spreads and ratio analysis | Individual and up |
| Indicators and measurement | Team and up |
| The service catalogue | Team and up |
| The FDD workbench and the FP&A studio | Team and up |
| The versioned API | Team and up |
| On-premises installation | Enterprise |
A module you do not have does not look broken
If your plan lacks a module, that section is simply not in the menu — and if you go straight to its address, the answer says explicitly that the module is not on your plan.
That is deliberate: a "not found" here would send you hunting for a fault that does not exist.
The plan also caps what the assistant may do
Some assistant capabilities depend on the plan. On the agent control page those rows show as locked, with the reason stated.
The upload size cap resolves through the plan too, and a workspace admin can set it within the plan's range.
Read this next
- Account & plansAI usageEvery run leaves one recorded row: which workspace, who, how much.
- Assistant & searchDecide what the assistant may doA list of capabilities with switches — and an explanation for the ones that are locked.
- When something does not workA button that should be there is notUsually role, membership or plan. None of them is a fault.
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