Plans, Products, Billing, and Workspace Settings

This article covers the money and admin side of your workspace: the plan, the products it includes, how trials and billing work, and where the settings you need most often live.

One plan, two products

Every workspace runs on the Enterprise plan. Your Customer Success contact sets it up with the products and limits your team needs.

Conference Hero

Plan, run, and prove every conference: tasks and templates, lead capture and scoring, event landing pages, booth planner, budgets, and the post-event ROI report. Five integrations can be switched on or off for your workspace: personal email (Gmail or Outlook), personal calendar and booking links, the workspace calendar, HubSpot, and Slack.

Campaign Hero

Upload a list, tell the agent the goal, and it researches every lead, drafts the outreach, and runs the sequence. Campaign Hero always lets you connect a mailbox to send from, even if the personal email integration is off for Conference Hero.

Your workspace can have one product or both. If a product is missing from your sidebar, ask your CSM to turn it on.

Limits

Limits (members, viewers, conferences per year, AI allowance, lead enrichments, and email caps) are set per workspace by your CSM. You can see the current numbers under Settings, on the plan card.

Email caps are per connected mailbox, not per workspace, so a bigger team scales sends linearly. See connecting your email for how caps and warm-up interact.

Trials

Some workspaces start on a trial so you can run a real event or campaign before you commit. During a trial the trial's limits apply, which can be lower than your plan's. Your CSM will reach out before the trial ends and send your plan.

Billing

Your price is agreed with your CSM, so there's no plan picker. Once they send your plan, a workspace admin pays it under Settings > Workspace Subscription, by card or by invoice. The same page shows the running plan, your invoices, the card on file and any credit packs you can buy, and it's where you turn renewal off. See paying for your plan for each step.

To add a product, raise a limit, or change how you pay, contact your CSM. Their contact details and booking link are on the same page.

Workspace settings

Settings is home to the workspace-level controls:

• Team Members - invite people, set roles, and manage Event Staff.
• Workspace Subscription - your plan, invoices, credit packs, and CSM contact.
• Workspace name and timezone - the basics every date and deadline depends on.
• About your company - your company name, what you sell, and your competitors. Lead scoring and the AI email drafts both read it.

Lead funnel, task templates, budget, and on-page tips are Conference Hero features. A workspace that runs Campaign Hero on its own does not show those settings tabs, uses a single Admin role for everyone (no Member, Viewer, or Event Staff), and hides the conference-only notifications like task-due.

Lead scoring isn't a settings tab: it comes from your Ideal Customer Profiles, in the sidebar under Leads.

Integrations live under Integrations: HubSpot, Slack and calendars, and your personal email connection. Only the integrations enabled for your workspace appear there.

Getting support

Search this help center first. If you are still stuck, open a support request from the dashboard or contact us. Priority support is included on every plan.

Related

• Paying for your plan - offers, invoices, credits, and renewal.
• Setting up your workspace - roles and seats.
• Connecting your email - per-user send caps in practice.