Notifications and billing

Notifications controls external delivery for the active workspace. Plans & Billing shows that workspace’s usage and plan context unless an account plan owns its billing.

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Configure notification delivery

Open Settings → Notifications.

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Slack

The Slack section says: workspace alerts post to one channel; approvals DM the person they are for.

• Turn on Post to Slack.
• Under Channel, pick, search, or create the destination. The bot joins automatically when the connection has the required permissions.
• If Slack is not connected, use Connect Slack.
• If channel listing reports a scope problem, reconnect Slack before choosing a new channel.

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Email

Email alerts is independent of Slack. When it is on, add at least one Recipient. Recipients can be workspace members or external email addresses, within the limit displayed in the product. The in-app feed always retains the notifications, even when Slack and email are off.

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Choose what leaves the app

Under What notifies, set Notify for: Anything below the floor stays in the app. Then choose event groups: Select Save. If email is enabled with no recipient, or the recipient limit is exceeded, saving remains blocked until the routing is valid.

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Test the routing model

Use this sequence before relying on external alerts:

1. Confirm the active workspace.
2. Confirm Slack’s selected channel and the email recipient list.
3. Start with Warnings and critical.
4. Enable the groups with a named response owner.
5. Send the available Slack test.
6. Verify the in-app copy remains available.

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Open Plans & Billing

Go to Settings → Plans & Billing. Viewers do not see this workspace setting. The page can include:

• Agent activity summary;
• current plan and token usage;
• usage categories and Usage log;
• Current plan;
• Change plan;
• Payment method;
• Invoices; and
• Danger zone for workspace deletion.

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Read the plan state

Upgrades apply immediately with proration and refill tokens. The page states that downgrades also apply immediately while current tokens remain through the billing cycle, with no mid-cycle credit. Review the live checkout or portal terms before confirming.

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Manage payment and invoices

For a self-billing workspace:

• Payment method shows the card on file and offers Update card, or Add card if none exists.
• Invoices lists recent Stripe charges with status, hosted invoice, and PDF when available.
• Manage billing in Stripe handles cancellation, reactivation, payment updates, and invoice access for a billable plan.

If Payment failed appears, use Fix payment and then return to Marketer to confirm the workspace status recovered.

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Account-covered workspaces

When the page says the workspace is covered by your organization’s account plan:

• plan lifecycle belongs to Account → Billing;
• workspace payment method and invoice sections are hidden;
• the account plan can fund several workspaces; and
• account cancellation has a multi-workspace effect.

Eligible account Owners and Admins can inspect Account Billing. Only the account Owner sees the account-plan lifecycle and per-workspace activation controls. If there is no account plan, Account → Billing shows Workspace plans with Activate or Manage plan for each workspace; those actions are Owner-only.

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Delete a workspace

The Danger zone describes permanent deletion. A workspace with a billable subscription must first be canceled or archived through the billing path shown.

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Recovery matrix

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Next step

Review Members and roles so notification ownership, billing authority, and paid MCP-seat decisions belong to the right people.