.. _freemium:

Freemium Plan
=============

The Freemium plan lets you start using Matchbook AI right away with a fixed set of defaults. Your plan, user seats and record allowance are shown in the portal, and advanced features are visible but not available.

Freemium Account Banner
-----------------------

A banner is displayed at the top of the screen on every Freemium account so you always know which plan you are on.

.. figure:: _static/freemium/freemium1.png

   *Freemium Account Banner*

View Your License Details
-------------------------

1. Go to **Settings** > **About Us**.
2. Review the license details for your portal. **Edition** shows **FREEMIUM**.

.. figure:: _static/freemium/freemium2.png

   *Settings-About Us*

.. list-table::
    :header-rows: 1

    * - Field
      - Description
    * - Client Name
      - Your organization's name in Matchbook.
    * - User
      - The signed-in user.
    * - IP Address
      - The IP address you are connecting from.
    * - Version / Build Number
      - The portal version and build you are using. A **Release Notes** link opens the release notes.
    * - Edition
      - Your plan. Shows **FREEMIUM**.
    * - Number of Users Licensed
      - The number of user seats included in your plan.
    * - Number of Transactions per Year
      - The number of records you can process per year.
    * - Live API
      - Whether live API access is enabled (**True** or **False**).
    * - Tag based Rules
      - Whether tag-based rules are enabled (**True** or **False**).
    * - License expiration date
      - The date your license ends.
    * - Investigation
      - Whether D&B Investigations are available (**True** or **False**).
    * - Your API KEY
      - Opens your API key.

.. note::
   To increase seats or records, or to turn on features shown as **False**, contact **sales@matchbookai.com**.

Current Plan and Upgrade
------------------------

1. The **Current Plan** pill in the top navigation shows your plan name (for example, **Freemium**).
2. The **Upgrade** button appears next to it for Freemium users only.

To compare plans:

1. Click **Upgrade**. The plan comparison opens, showing Freemium, Essential, Professional and Enterprise, with your plan marked **Current Plan**.
2. Click **and more...** on a plan card for more details.
3. To upgrade, click the email link under **Interested in upgrading your plan?** It opens an email to **sales@matchbookai.com**.
4. Click **Close** to return.

.. note::
   The comparison is read-only. Upgrades are handled by the sales team, not in the product. If plan details do not load, **"We couldn't load your plan details. Please refresh the page."** is displayed.

Preset Configuration
--------------------

Your portal is created with fixed settings, so you can import data without configuring anything.

.. list-table::
    :header-rows: 1

    * - Area
      - Freemium setting
    * - Data levels
      - Company Info, Hierarchy & Connections, and People/Contacts. Cannot be changed.
    * - Output layout
      - One standard layout. Cannot be customized.
    * - Country group
      - **All Countries**.
    * - Auto-acceptance
      - Fixed default thresholds based on D&B confidence codes.
    * - Identity resolution rules
      - Basic rules (exclusions, basic auto-acceptance) are available. Advanced rules are greyed out.
    * - Data integration
      - Disabled.
    * - Common and export settings, encryption key
      - Greyed out.
    * - Data purge
      - Records are purged automatically **7 to 15 days after export**. Cannot be changed.

Settings That Are Not Available
-------------------------------

Settings outside the Freemium plan are visible but greyed out. If you try to change one, **"This setting isn't available on the Freemium plan."** is displayed.