Help Center

What is Ask AI SaaS Plan Management?

Ask AI SaaS Plan Management enables you to create and modify SaaS plans directly through a conversational chat interface. Instead of manually configuring every setting in the SaaS Configurator, you can describe the plan you need or the changes you want to make using natural language. Ask AI then assists in configuring supported plan details, streamlining the process for creating new plans or updating existing ones.

Key Benefits of Using Ask AI for SaaS Plans

Leveraging Ask AI for SaaS plan management offers several advantages:

Accelerated Plan Creation: Build SaaS plans quickly through chat without navigating each configuration step manually.
Simplified Updates: Modify supported pricing, features, and basic settings using straightforward language instructions.
Reduced Complexity: Make SaaS configuration accessible to team members who may not be technically inclined.
Rapid Experimentation: Test new plan structures, pricing tiers, and feature combinations more efficiently.
Conversational Workflow: Manage supported plan actions by describing the desired changes in plain English.
Improved Scalability: Use AI-assisted workflows as a foundation for faster SaaS onboarding and ongoing optimization.

How to Set Up Ask AI SaaS Plan Management

To use Ask AI for creating or updating SaaS plans, follow these steps:

Ensure your agency has access to SaaS functionality and that your user account has the necessary permissions.
From your agency dashboard, open the Ask AI tab.
Enter a clear prompt describing the SaaS plan you want to create or update. For updates, include the exact name of the existing plan and specify the changes you need.
Review Ask AI's response. If additional information is required, provide the necessary details to refine the plan.
After creation or update, open the SaaS Configurator to review the plan details and make any advanced manual adjustments if needed.
Save or finalize the plan once all settings are correct.

Example Prompt

For updating an existing plan: "Update my Growth SaaS plan from $197 per month to $247 per month."

Frequently Asked Questions

Can Ask AI create SaaS plans from scratch?

Yes. You can prompt Ask AI to create supported SaaS plans, including plan structure, pricing, and basic configuration.

Can Ask AI update an existing SaaS plan?

Yes. Ask AI can help modify supported details of existing SaaS plans, such as pricing, features, and basic configurations.

Do I still need to use the SaaS Configurator?

Yes. While Ask AI speeds up supported creation and update actions, the SaaS Configurator should be used to review, refine, and manage the complete SaaS plan setup.

Can Ask AI create multiple SaaS plan tiers?

Ask AI can help draft multi-tiered SaaS plan structures when you provide the names, pricing, and feature differences you want included.

What should I include in a SaaS plan creation prompt?

Include the plan name, price, billing frequency, included features, target customer type, and any basic configuration details.

Can Ask AI enable SaaS for sub-accounts?

Not as part of the current release. The current supported SaaS skills focus on creating and updating SaaS plans.

Can Ask AI update rebilling configurations?

Rebilling configuration updates are planned for future enhancements and are not currently supported.

Smarter pricing recommendations are planned for future enhancements. Current functionality focuses on creating and updating SaaS plans based on the details provided in your prompt.

What happens if my prompt is missing details?

Ask AI may ask for clarification or provide a draft based on the available information. Clear prompts usually produce better results.

Using Ask AI to Create and Update SaaS Plans