Plan requirement
| Subscription | Any plan |
| Access | Admin |
Owning a feature and having it switched on are two different states. This is where you find the gap.
Review them
- Open Admin Center, then Account, then Features.
- Go through what is available on your plan.
- Note what is off that you are paying for.
- Turn on what you will actually use.
The common surprise
A team upgrades a plan or buys an add-on, and months later the features are still off because switching them on was never anybody's task.
Intelligent triage is the usual example: it arrives with Copilot, needs no content preparation, and sits unused.
Do this after every plan change
An upgrade unlocks things; it does not configure them. Half an hour in this list after a change is the difference between paying for a plan and using it.
Do not switch everything on
Each feature adds interface, settings and things that can behave unexpectedly. Turn on what somebody will use this month; leave the rest until there is a reason.
Some changes are visible immediately
Agents will see new panels and options without warning. Anything that changes their screen deserves a message first, or you get tickets about your own configuration.
Note what you turned off and why
A feature disabled for a good reason looks like an oversight a year later, and somebody will helpfully switch it back on.
Comments
0 comments
Article is closed for comments.