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Managing Chello Plans

How to see which Chello plan each team member is on and move someone to a different plan.

Overview

The Chello Team-Wide Usage page gives admins a single view of every member's Chello plan and how much of their monthly credit allowance they've used. Changing a member's plan takes just a few clicks, and because Chello runs month to month, there's no long-term commitment tying your organization to a plan.


What You See

  • Month selector. Arrows next to the month name move between usage periods.

  • Filter Members search. Narrows the list to a specific member by name.

  • Member list. Each row shows a member's avatar, name, and email.

  • Plan column. The member's current plan, shown as a dropdown you can open to change it.

  • Usage column. A progress bar showing the percentage of the member's monthly credit allowance used. The bar turns red once a member reaches 100%.

  • Cycle reset badge. Shows how many days remain until usage resets and the date of the next reset.

The Chello Team-Wide Usage screen in Settings shows October 2026 member usage percentages and plan assignments. Visible: Settings, Chello Team-Wide Usage, Chello Assistant, October 2026, Cycle resets in 6 days 路 November 1, Filter Members.

How To Change a Member's Plan

  1. Select the settings icon in the bottom left corner, then select Organization Settings.

  2. Under AI in the left sidebar, select Chello.

  3. Find the member you want to update, using the Filter Members search if needed.

  4. Select the Plan dropdown next to their name and choose Base, Pro, or Max.

  5. Confirm the change in the dialog that appears. It names the member and the plan they're moving to.

Chello Team-Wide Usage screen for October 2026, with the plan menu open for Patrick Bateman showing Base, Pro, and Max. Visible: Chello Team-Wide Usage, Chello Assistant, October 2026, Filter Members, Cycle resets in 6 days 路 November 1, MEMBER.
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A plan change applies immediately. You can move a member between plans at any point before the next billing cycle to match your team's needs that month.


Tips

  • Check usage before upgrading someone. The Usage column flags anyone at 100% in red, which is the fastest way to spot who needs more credits.

  • Changes apply right away. Moving a member to a new plan isn't something you schedule. It takes effect as soon as you confirm it in the dialog.

Related Articles

  • Chello AI Assistant Overview

  • Chello Capabilities and Limitations

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