I hit my plan limit

The plans on sale are Starter, Pro and Scale, plus Enterprise under contract. Each one has limits on clients, sources, team members and RelatorAI messages, and some features only exist from a given plan up. When an action would go past a limit, Relator doesn’t fail silently: it opens the plan picker. This guide shows how to recognize the limit, where to see your usage and the three ways out: free up room, add an add-on or change plans.

How the limit shows up

• The Choose the plan to keep growing dialog opens over the screen. When connecting a source or inviting someone, it shows a notice at the top saying which limit was hit, such as Your Starter plan allows 5 sources; you already use 5. Choose a plan with more sources.
• When you open a feature your plan doesn’t include, such as white label, the API or the campaign manager, the screen shows what it does and how to unlock it: the add-on, when there is one, or the plan that includes it.
• At the end of the free trial, the top bar shows Your trial ended. Your data is safe and in read-only mode.

What each limit counts

• Clients

  What it counts

  Each active agency client (or location, in a business account). Archived clients don’t count.

  How to free up or expand

  Archive clients you no longer serve or add the Extra workspace add-on.

• Connected sources

  What it counts

  Each ad account, GA4 property or other connected and syncing source. The plan gives 5 sources per included client.

  How to free up or expand

  Remove unused accounts from the client or disconnect idle sources. The Extra workspace brings 5 more sources along with the client.

• Team seats

  What it counts

  People on the agency team, including pending invites. Client people in the portal don’t count.

  How to free up or expand

  Cancel unused invites, remove people who left or add an Extra seat.

• RelatorAI messages

  What it counts

  Messages sent to RelatorAI in the month. The plan limit renews every month.

  How to free up or expand

  Wait for the month to turn or buy the 200 RelatorAI messages pack, a one-time purchase that lasts 12 months and doesn’t reset monthly.

• Plan features

  What it counts

  Custom dashboards, scheduled reports, report templates, goals and alerts and white label come from Pro up. Campaign manager, API and MCP and hourly refresh come with Scale.

  How to free up or expand

  On Starter and Pro, campaign manager, API and MCP and hourly refresh can be added as add-ons. The other features only by changing plans.

See your usage and free up room

1. 1
   Step 1

   Open Plan and billing

   In the sidebar, click Settings and, in the Agency group (or Your account), Plan and billing. The section shows the current plan, usage this cycle and extra features.

2. 2
   Step 2

   Read your usage

   Under Usage this cycle, each limit shows a bar and “x of y”. The bar turns amber from 80% and red at the limit. Next to each row is the add-on that expands that limit, with its price.

   Illustrative screen

   Farol Agency/Plan and billing

   Ask RelatorAIPT

   Plan and billing

   Change plan3

   • Clients1 of 1
   • Connected sources5 of 5
   • Team seats1 of 2
   • RelatorAI messages84 of 100

   1

   Extra features

   • Campaign manager

     Add
   • API and MCP

     Add
   • Hourly refresh

     Add

   2

   1. 1Usage this cycle: red is limit reached; amber, from 80%.
   2. 2Feature add-ons: Add, Active, Included or the plan they start from.
   3. 3Change plan opens the plan picker.

3. 3
   Step 3

   Free up what you don’t use

   Before paying more, check for slack:

   • Sources: in Connections, use Remove from client on idle accounts or Disconnect on sources you don’t use. History is kept.
   • Clients: archive clients you no longer serve in Settings › Client › General, at the end of the page. See Edit and archive a client.
   • Seats: in Settings › Team, cancel pending invites and remove people who left.
4. 4
   Step 4

   Or expand

   For a one-off limit, add an add-on (billed with the subscription). For several limits or a feature with no add-on, change plans. See Add-ons and Change plan.

If the free trial ended

During the trial, the account gets Pro limits and features, plus the campaign manager, API and MCP and hourly refresh. When the trial ends without a subscription, Relator goes read-only: you keep seeing the data but can’t create or change anything until you choose a plan. Click Subscribe in the top bar. See End of the trial period.