What counts toward the AI plan, and what doesn't

The rule in one sentence

The AI plan counts two things: what the AI does for you (reading an order, searching the catalog, building a list or a quote, answering a question, looking up a customer) and what goes out on WhatsApp on behalf of the account (the estimate sent to the customer and the order status notice). Nothing else counts.

Billing is per action because the action is where the AI works. You pay for what Dri delivered: chatting does not count, the question Dri asks to understand your order does not count, and an action that did not work does not count.

Using the site without the AI does not count

Everything you do directly on the site's screens, without Dri, is outside the plan:

• typing an order yourself, item by item, on the quote screen;
• editing a quote's quantity, price or discount;
• approving a quote;
• downloading the quote's PDF or spreadsheet.

On the site, only two things count: order import, where the AI reads the file or the text you brought, and sending the estimate on WhatsApp, even when you send it from the site.

Unlimited users

The plan belongs to the Account, the company as a whole, not to each person. The whole team uses the same plan, and there is no per-user cost: adding one more seller does not change the price or the allowance. What weighs on the plan is how many actions Dri performed, not how many people asked.

In practice

Some everyday examples. It is not the full list: every action is in the All Dri actions table, just below.

All Dri actions

The full list, the same one Vendria uses for billing. Each action marked Counts is worth 1 on the plan, unless a different condition was agreed for your account. The value that applies to it is on the Guide tab of the Plans and usage page, which the organization's administration and people from a rep agency can see: an organization seller who is not an administrator sees only the account summary.

Orders Dri reads in the conversation

Order import on the site

Catalog, lists and quotes

Sending on WhatsApp and to the ERP

Documents and templates

Customers

Orders, portfolio and sales

Questions and conversation

What never counts

• Chatting without asking for an action: a hi, a thank you or a message that asks for none of the actions above.
• Dri's question: when Dri asks something to understand the order, the question does not count. The action that comes from your answer counts, only once.
• An action that did not work: if Dri could not complete what you asked, that action does not count.
• Tidying up the conversation and exporting again: ending the conversation, removing the chosen customer, merging the order's repeated lines, starting a new order, or asking again for the PDF or spreadsheet of an order that already exists.
• Using the site's screens: opening, editing, approving and downloading quotes on screen does not count. On screen, only order import and sending the estimate on WhatsApp count. The action Dri performs counts on any channel: on WhatsApp, in the site chat and on Telegram.
• A notice that did not arrive: the order status notice only counts when WhatsApp confirms delivery.

How the plans work

The plans form a ladder: each tier gives more actions per month, and the cost per action falls as the account moves up. The whole team uses the account's plan, on any tier.

The free tier is for getting started. It does not move up to a paid plan on its own: nobody starts paying without having subscribed. To get more actions per month, the account subscribes to a paid tier.

To move up a tier, whoever is responsible for the contract chooses the plan on the Plans tab and subscribes, or uses Upgrade on the Subscription and billing tab, which shows the next tier on the account's ladder. The new plan applies from payment.

On a paid tier, when the month's actions run out, an account with billing turned on pauses the AI until it subscribes to the next tier. Without billing turned on, the account moves up on its own to the next tier and stays there in the following months. On the last tier, when the ladder has an extra pack, you can buy more actions without changing plans.

And when the plan runs out

In an account with billing turned on, the AI pauses when the month's plan runs out: Dri stops performing the actions that count and says she is paused, until the plan renews or the account subscribes to more. Some actions that count keep working anyway, such as looking up a customer or the portfolio: in the All Dri actions table, above, they appear as Counts, and keeps working even with the AI paused. What does not count never pauses. Using the site without the AI carries on as normal, paused or not.

The AI also pauses when the account has an open invoice that needs to be paid to keep using it: the first one, not paid yet, or one that is past due. Then it pauses the same actions, even with the month's plan still having a balance, and comes back as soon as the invoice is paid.

While billing is not turned on for the account, running out of actions pauses nothing.

Where to keep track

• Each action, one by one: the Actions page, in the menu, shows each action Dri has performed for your account, with who asked, on which channel and how it ended. While the account has none, the page explains what will appear there. In accounts that count in credits, it also shows how much each action cost.
• How much of the plan is used: the Plan usage tab, on the Plans and usage page in the top bar, shows what was used in the billing period and on what. It belongs to the organization's administration and to people from a rep agency; an organization seller sees the account summary there.
• This guide, with your account's value: the Guide tab of the Plans and usage page, in the top bar, for the organization's administration and for people from a rep agency (an organization seller sees only the account summary). It has the same points as this article and the same table of actions, with the plan your account is on today and what happens to it when it runs out.
• The month's billing and the invoices: the Subscription and billing tab, also in Plans and usage, for whoever is responsible for the contract.