> ## Documentation Index
> Fetch the complete documentation index at: https://docs.echeloncrm.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Monitor Your Usage and Manage Plan Limits in Echelon

> Track your AI Employee count, custom tools, contacts, and team seats in Echelon, and learn what happens as you approach plan limits and how to upgrade.

Echelon gives you visibility into how much of your plan you're using at any given time. Keeping an eye on your usage helps you stay ahead of limits, plan upgrades before hitting a wall, and understand where your AI Employees are spending their capacity. This page covers how to monitor usage, what happens at plan limits, and how to upgrade when you're ready.

## What Echelon tracks

Your plan includes limits across four key dimensions. All of them are visible from your dashboard.

<CardGroup cols={2}>
  <Card title="AI Employees" icon="users">
    The number of active AI Employee specialists in your workspace. Each plan includes a fixed number: 3 on Starter, 6 on Growth, 10 on Scale.
  </Card>

  <Card title="Custom Tools" icon="wrench">
    The number of custom tools built by the AI Coding Agent. Limits are 3 on Starter, 7 on Growth, and 15 on Scale.
  </Card>

  <Card title="Contacts" icon="address-book">
    The number of contacts stored in your CRM. Starter plans are limited to 1,000 contacts. Growth and Scale have no contact limit.
  </Card>

  <Card title="Team seats" icon="user-group">
    The number of people who can log in and work inside your Echelon workspace. Starter and Growth include 1 seat. Scale includes 5 seats.
  </Card>
</CardGroup>

## How to view your usage

<Steps>
  <Step title="Open your dashboard">
    Log in at [dashboard.echeloncrm.app/auth](https://dashboard.echeloncrm.app/auth) and go to **Settings → Billing & Usage**.
  </Step>

  <Step title="Review your current usage">
    The usage panel shows your current count and plan limit for AI Employees, Custom Tools, Contacts, and Team Seats. Each metric displays as a value out of your plan maximum (for example, "4 of 6 AI Employees used").
  </Step>

  <Step title="Set up alerts if needed">
    If you want to be notified before you hit a limit, configure usage alerts in the same panel. Echelon will notify you when you reach a threshold you define.
  </Step>
</Steps>

## What happens when you approach plan limits

Echelon does not automatically cut off your access when you approach a limit, but certain actions become unavailable once you've reached the cap for your plan.

<AccordionGroup>
  <Accordion title="AI Employee limit reached">
    When you've filled all AI Employee slots, you won't be able to add a new specialist until you deactivate an existing one or upgrade to a plan with a higher limit. Existing AI Employees continue to operate normally.
  </Accordion>

  <Accordion title="Custom Tool limit reached">
    When you've reached your custom tool cap, the AI Coding Agent cannot build additional tools until you remove an existing tool or upgrade your plan. Your current tools remain fully functional.
  </Accordion>

  <Accordion title="Contact limit approaching (Starter only)">
    On the Starter plan, Echelon will alert you as you approach 1,000 contacts. Once the limit is reached, you won't be able to import or add new contacts until you upgrade to Growth or Scale, which offer unlimited contacts.
  </Accordion>

  <Accordion title="Team seat limit reached">
    When you've filled all team seats, you cannot invite new users to the workspace. Starter and Growth plans include a single seat. Upgrade to Scale to unlock 5 team seats.
  </Accordion>
</AccordionGroup>

## How to upgrade your plan

<Steps>
  <Step title="Go to Billing & Usage">
    In your dashboard, navigate to **Settings → Billing & Usage** and click **Upgrade Plan**.
  </Step>

  <Step title="Select your new plan">
    Review the available plans — Growth ($79/mo) or Scale ($149/mo) — and select the one that fits your needs. See [Plans](/billing/plans) for a full feature comparison.
  </Step>

  <Step title="Confirm the upgrade">
    Complete the checkout flow. Your upgraded plan takes effect immediately. All existing data, AI Employees, and configurations carry over — nothing is reset.
  </Step>
</Steps>

<Note>
  Downgrading your plan is possible, but if your current usage exceeds the limits of the lower plan (for example, you have 6 AI Employees on Growth and want to move to Starter), you'll need to reduce usage to within the lower plan's limits before the downgrade can complete.
</Note>

## Team seats (Scale plan)

The Scale plan includes 5 team seats, allowing multiple people to work inside your Echelon workspace simultaneously. Each seat holder can access the dashboard, manage pipelines, review AI Employee activity, and trigger workflows based on their permissions.

To invite team members:

<Steps>
  <Step title="Open Team Settings">
    Go to **Settings → Team** in your dashboard.
  </Step>

  <Step title="Invite a team member">
    Enter the email address of the person you want to invite and assign their role. They'll receive an invitation to join your workspace.
  </Step>

  <Step title="Manage seat assignments">
    You can remove a team member at any time to free up a seat for someone else. Removing a member does not affect any AI Employees or workflows they had configured.
  </Step>
</Steps>

## Dedicated priority line (Scale plan)

Scale plan customers have access to a dedicated priority line for direct support. This gives you a faster path to resolving issues, getting help with complex configurations, and scheduling custom tool-building sessions.

To reach the priority line, go to **Settings → Support** in your dashboard and select **Priority Support**.

## Guidance for agencies managing multiple client workspaces

If you manage Echelon workspaces on behalf of multiple clients, each client should have their own separate Echelon workspace. Each workspace operates independently with its own contacts, AI Employees, pipelines, and billing.

<AccordionGroup>
  <Accordion title="Which plan is right for each client workspace?">
    Match the plan to each client's needs individually. A client with simple email automation and a small contact list is well served by Starter. A client running multi-channel outreach across hundreds of contacts needs Growth. Clients with team access requirements or complex integrations belong on Scale.
  </Accordion>

  <Accordion title="Monitoring usage across multiple workspaces">
    Usage tracking is per workspace. Log into each workspace separately to review its usage and limits. There is currently no consolidated view across multiple workspaces in a single dashboard.
  </Accordion>

  <Accordion title="Billing for client workspaces">
    Each workspace has its own billing. If you're managing workspaces on behalf of clients, you can use a client's payment method or your own depending on your agency's billing arrangement.
  </Accordion>
</AccordionGroup>

<Tip>
  If you're onboarding a new client, start with the Starter plan to set up their CRM and workflows first. Once the foundation is in place and you have a clear picture of their channel and contact needs, upgrade as appropriate.
</Tip>