Plans, Quotas, and Integrations

The previous five posts covered features. This one covers two things you need to know to use those features: what's gated behind which plan tier, and how DocuTrain reaches outside the app through embeds, Telegram, email, and your own domain.

The four plan tiers

DocuTrain has four plan tiers. Here's the full matrix:

"∞" means no hard cap at that tier for documents.

How limits are enforced

Uploads and feature buttons respect your tier automatically. If you're at your document limit, you'll see a clear message instead of a silent failure. Gated features show upgrade prompts with context so you know which tier unlocks them.

Quota archiving (not deletion)

If you downgrade — say from Business to Pro — and you have more active documents than the new cap allows, DocuTrain archives the extras for quota purposes: they stop counting toward the limit and stop appearing in normal lists, but nothing is permanently deleted.

If you upgrade again, those items can come back. The point is to protect content people care about instead of throwing work away.

Feature overrides

DocuTrain operators can occasionally grant specific capabilities outside the standard matrix — for grandfathered customers, pilots, or special agreements. That's rare and handled from our side.

Plan history

Plan changes are recorded for billing and support so there's a clear trail of what changed and when.

Billing (Stripe)

Paid plans run through Stripe. Your organization record keeps subscription status, renewal timing, and any downgrade you've scheduled for the next billing cycle — so you're not surprised by mid-cycle surprises.

Integrations

DocuTrain includes four main ways to meet users outside the main web app.

1. Embed widgets

Business+ documents can be used as a floating chat widget on almost any website. From the Embed & Share tab, DocuTrain gives you a short <script> snippet to paste into your page.

You can tune:

• Widget button color
• Header colors
• Left or right placement
• Title and greeting copy

The widget loads asynchronously, sizes for phones and desktops, and stays visually separate from your site's CSS — so it feels like part of your page without fighting your theme.

There's also an owner-level character embed that puts your named assistant and document library on your site with one snippet (covered in the character-database post).

2. Telegram

Each document can connect to a Telegram bot from the Telegram tab. You link a bot you've created with Telegram; messages to the bot go through the same answering flow as the web chat, with replies formatted for Telegram.

Your document's access rules still apply — passcodes and membership work the same way, with Telegram-friendly steps. Conversations are available in your history the same as web chats.

3. Email (Mailgun)

Transactional email is delivered through Mailgun. Typical messages include:

• User invitations
• Alerts to admins when someone joins their organization
• Verification and other account notices
• Approval emails when access is granted
• "Your document is ready" after processing finishes
• A PDF export of a chat conversation, emailed to you

Each message type is written in plain language appropriate to that moment.

4. Custom domains

We covered the customer-facing setup in the owner groups post: you choose a hostname, add the DNS records DocuTrain shows you, verify, and your branded experience loads on your own subdomain — without running separate hosting or managing certificates yourself.

Embeds and your website

Embeds are designed to work on normal business websites — marketing pages, help centers, intranets — without a special allowlist step for each domain. That keeps rollout simple for your team.

Important: convenience for your IT doesn't change who can see answers. Passcodes, memberships, and document access still apply every time someone chats.

Putting it together: what each tier actually buys you

• Free — "Try the product." One document, one user, no public sharing. Good for evaluation.
• Pro — "Personal projects and small teams." Up to 10 documents, public sharing, collections, quizzes, analytics. Still single-user.
• Business — "Real organizations." 50 documents, unlimited users, full branding, custom domains, embed widgets, chat-assistant persona. The sweet spot for most teams.
• Unlimited — "Platform-grade." No document caps, plus API access for automation — bulk work, custom portals, or deeper integrations.

Most of what makes DocuTrain feel like a polished product (not a demo) lands in Business: branded landing pages, custom domains, embeds, and the named assistant. That's intentional.

Wrap-up

That's the tour of the opening series: from a quick pitch through documents, access, AI behavior, branding, organizing many files, and finally plans and integrations.

A short recap:

• What is DocuTrain? — Turn documents into grounded assistants; organizations, settings, and delivery.
• Configuring a Document — Content, UI, embeds, Telegram, quizzes, and history.
• Access Control — Five access levels and collection tokens.
• AI Chat Behavior — Custom prompts, safety review, abstracts, quizzes.
• Owner Groups — Branding, landing pages, assistant persona, domains, team.
• Collections, Categories, and Organizing Many Documents — Categories, collections, bundle-wide chat, partner sharing.
• Plans, Quotas, and Integrations (this post) — Tiers, archiving, billing, embeds, Telegram, email, domains.

The thread through all of it: DocuTrain is deep configuration, not a one-size demo — the same platform can feel like a guidelines portal, a marketing FAQ, a training academy, or a client bundle, because you shape each document and each organization without maintaining separate products.

→ Later posts in this series walk through chat characters, embed formats, real-world scenarios, and channels (web, Telegram, email).