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Using Ask AI to Create and Update SaaS Plans

Learn how to use Ask AI in GHL Customer Care to create and update SaaS plans faster with natural language prompts, pricing, features, and basic configuration.

4 min read824 words4 explained imagesUpdated Fri, 26 Jun at 10:13 AM
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  1. Key Benefits of Ask AI SaaS Plan Management
  2. How To Setup Ask AI SaaS Plan Management
  3. Frequently Asked Questions
  4. Related Articles

Ask AI now helps agencies create and update SaaS plans in GHL Customer Care using natural language prompts. Instead of navigating every setting manually in SaaS Configurator, you can describe the plan you want to create or the changes you want to make, and Ask AI can help configure supported plan details through chat. This makes SaaS plan setup faster, easier to iterate, and more accessible for team members who prefer a conversational workflow.

TABLE OF CONTENTS

What is Ask AI SaaS Plan Management?

Ask AI SaaS Plan Management allows agencies to create and update supported SaaS plan details through the Ask AI chat interface. This gives agencies a faster way to configure plan structure, pricing, features, and basic settings without starting every change manually inside SaaS Configurator. SaaS Configurator remains available for reviewing, refining, and managing the full SaaS plan setup.

Ask AI can help with two main SaaS plan actions:

  • Creating new SaaS plans
  • Updating existing SaaS plans

Use Ask AI when you want to move quickly, test pricing ideas, create draft plan structures, or make common updates to an existing SaaS plan.

Key Benefits of Ask AI SaaS Plan Management

Ask AI reduces the manual effort involved in SaaS plan setup by letting agencies describe what they want in plain language. This helps teams move faster, test plan ideas more easily, and make SaaS configuration more accessible to non-technical users.

  • Faster Plan Creation: Create SaaS plans through chat without manually navigating every step in SaaS Configurator.
  • Easier Plan Updates: Modify supported pricing, features, and basic configurations using natural language.
  • Lower Setup Friction: Help non-technical team members configure SaaS plans with simpler instructions.
  • Faster Experimentation: Test new SaaS plan structures, pricing tiers, and feature bundles more efficiently.
  • Conversational Workflow: Manage supported SaaS plan actions by describing the change you want Ask AI to make.
  • Better SaaS Scalability: Use AI-assisted workflows as a foundation for faster SaaS onboarding and future SaaS optimization.

How To Setup Ask AI SaaS Plan Management

Proper setup helps ensure Ask AI can understand your SaaS plan request and apply supported changes accurately. Before creating or updating plans, confirm that your agency has access to SaaS functionality and that the user making the request has the necessary permissions.

  1. From your agency dashboard, open the Ask AI tab.
    Step 1 of 4: From your agency dashboard, open the Ask AI tab What this shows Step 1 of 4: From your agency dashboard, open the Ask AI tab. What this shows Shows what this covers for step 1 of 4 in the "How To Setup Ask AI SaaS Plan Management" section of "Using Ask AI to Create and Update SaaS Plans". This screenshot accompanies step 1 of 4 in the "How To Setup Ask AI SaaS Plan Management" section of "Using Ask AI to Create and Update SaaS Plans". At this point in the walkthrough you from your agency dashboard, open the Ask AI tab. The next step is to enter a clear prompt describing the SaaS plan you want to create or update. For updates, include the exact name of the existing SaaS plan and the specific change you want Ask AI to make. Example: “Update my Growth SaaS plan from $197 per month to $247 per month.”. Step 1 of 4Image 1 of 4 What this coversFrom your agency dashboard, open the Ask AI tab.
    Buttons and menus referenced Ask AI
    Next stepEnter a clear prompt describing the SaaS plan you want to create or update. For updates, include the exact name of the existing SaaS plan and the specific change you want Ask AI to make. Example: “Update my Growth SaaS plan from $197 per month to $247 per month.”
    All 4 steps in this procedure
    1. From your agency dashboard, open the Ask AI tab. this image
    2. Enter a clear prompt describing the SaaS plan you want to create or update. For updates, include the exact name of the existing SaaS plan and the specific change you want Ask AI to make. Example: “Update my Growth SaaS plan from $197 per month to $247 per month.”
    3. Review the response from Ask AI. Confirm or continue refining the plan details if Ask AI asks for more information.
    4. Open SaaS Configurator to review the plan details after creation or update. Make any advanced adjustments manually if needed. Save or finalize the plan once the settings are correct.
  2. Enter a clear prompt describing the SaaS plan you want to create or update. For updates, include the exact name of the existing SaaS plan and the specific change you want Ask AI to make.
    Example: “Update my Growth SaaS plan from $197 per month to $247 per month.”
    Step 2 of 4: Enter a clear prompt describing the SaaS plan you want to create or… What this shows Step 2 of 4: Enter a clear prompt describing the SaaS plan you want to create or update. What this shows Shows what to fill in for step 2 of 4 in the "How To Setup Ask AI SaaS Plan Management" section of "Using Ask AI to Create and Update SaaS Plans". This screenshot accompanies step 2 of 4 in the "How To Setup Ask AI SaaS Plan Management" section of "Using Ask AI to Create and Update SaaS Plans". At this point in the walkthrough you enter a clear prompt describing the SaaS plan you want to create or update. For updates, include the exact name of the existing SaaS plan and the specific change you want Ask AI to make. Example: “Update my Growth SaaS plan from $197 per month to $247 per month.”. The next step is to review the response from Ask AI. Confirm or continue refining the plan details if Ask AI asks for more information. Step 2 of 4Image 2 of 4 What to fill inEnter a clear prompt describing the SaaS plan you want to create or update. For updates, include the exact name of the existing SaaS plan and the specific change you want Ask AI to make. Example: “Update my Growth SaaS plan from $197 per month to $247 per month.”
    Buttons and menus referenced Ask AI
    Next stepReview the response from Ask AI. Confirm or continue refining the plan details if Ask AI asks for more information.
    All 4 steps in this procedure
    1. From your agency dashboard, open the Ask AI tab.
    2. Enter a clear prompt describing the SaaS plan you want to create or update. For updates, include the exact name of the existing SaaS plan and the specific change you want Ask AI to make. Example: “Update my Growth SaaS plan from $197 per month to $247 per month.” this image
    3. Review the response from Ask AI. Confirm or continue refining the plan details if Ask AI asks for more information.
    4. Open SaaS Configurator to review the plan details after creation or update. Make any advanced adjustments manually if needed. Save or finalize the plan once the settings are correct.
  3. Review the response from Ask AI. Confirm or continue refining the plan details if Ask AI asks for more information.
    Step 3 of 4: Review the response from Ask AI. Confirm or continue refining the plan… What this shows Step 3 of 4: Review the response from Ask AI. What this shows Shows how to confirm for step 3 of 4 in the "How To Setup Ask AI SaaS Plan Management" section of "Using Ask AI to Create and Update SaaS Plans". This screenshot accompanies step 3 of 4 in the "How To Setup Ask AI SaaS Plan Management" section of "Using Ask AI to Create and Update SaaS Plans". At this point in the walkthrough you review the response from Ask AI. Confirm or continue refining the plan details if Ask AI asks for more information. The next step is to open SaaS Configurator to review the plan details after creation or update. Make any advanced adjustments manually if needed. Save or finalize the plan once the settings are correct. Step 3 of 4Image 3 of 4 How to confirmReview the response from Ask AI. Confirm or continue refining the plan details if Ask AI asks for more information.
    Buttons and menus referenced Ask AI
    Next stepOpen SaaS Configurator to review the plan details after creation or update. Make any advanced adjustments manually if needed. Save or finalize the plan once the settings are correct.
    All 4 steps in this procedure
    1. From your agency dashboard, open the Ask AI tab.
    2. Enter a clear prompt describing the SaaS plan you want to create or update. For updates, include the exact name of the existing SaaS plan and the specific change you want Ask AI to make. Example: “Update my Growth SaaS plan from $197 per month to $247 per month.”
    3. Review the response from Ask AI. Confirm or continue refining the plan details if Ask AI asks for more information. this image
    4. Open SaaS Configurator to review the plan details after creation or update. Make any advanced adjustments manually if needed. Save or finalize the plan once the settings are correct.
  4. Open SaaS Configurator to review the plan details after creation or update. Make any advanced adjustments manually if needed. Save or finalize the plan once the settings are correct.
    Step 4 of 4: Open SaaS Configurator to review the plan details after creation or… What this shows Step 4 of 4: Open SaaS Configurator to review the plan details after creation or update. What this shows Shows where to go for step 4 of 4 in the "How To Setup Ask AI SaaS Plan Management" section of "Using Ask AI to Create and Update SaaS Plans". This screenshot accompanies step 4 of 4 in the "How To Setup Ask AI SaaS Plan Management" section of "Using Ask AI to Create and Update SaaS Plans". At this point in the walkthrough you open SaaS Configurator to review the plan details after creation or update. Make any advanced adjustments manually if needed. Save or finalize the plan once the settings are correct. Step 4 of 4Image 4 of 4 Where to goOpen SaaS Configurator to review the plan details after creation or update. Make any advanced adjustments manually if needed. Save or finalize the plan once the settings are correct.
    Buttons and menus referenced Ask AI
    All 4 steps in this procedure
    1. From your agency dashboard, open the Ask AI tab.
    2. Enter a clear prompt describing the SaaS plan you want to create or update. For updates, include the exact name of the existing SaaS plan and the specific change you want Ask AI to make. Example: “Update my Growth SaaS plan from $197 per month to $247 per month.”
    3. Review the response from Ask AI. Confirm or continue refining the plan details if Ask AI asks for more information.
    4. Open SaaS Configurator to review the plan details after creation or update. Make any advanced adjustments manually if needed. Save or finalize the plan once the settings are correct. this image

Frequently Asked Questions

Q: Can Ask AI create SaaS plans from scratch?
Yes. Agencies can prompt Ask AI to create supported SaaS plans, including plan structure, pricing, and basic configuration.

Q: Can Ask AI update an existing SaaS plan?
Yes. Ask AI can help modify supported details of existing SaaS plans, such as pricing, features, and basic configurations.

Q: Do I still need to use SaaS Configurator?
Yes. Ask AI helps speed up supported creation and update actions, but SaaS Configurator should still be used to review, refine, and manage the full SaaS plan setup.

Q: Can Ask AI create multiple SaaS plan tiers?
Ask AI can help draft multi-tiered SaaS plan structures when you provide the names, pricing, and feature differences you want included.

Q: What should I include in a SaaS plan creation prompt?
Include the plan name, price, billing frequency, included features, target customer type, and any basic configuration details.

Q: Can Ask AI enable SaaS for sub-accounts?
Not as part of the current release described here. The current supported SaaS skills focus on creating and updating SaaS plans.

Q: Can Ask AI update rebilling configurations?
Rebilling configuration updates are listed as a planned future enhancement and should not be treated as a current Ask AI SaaS plan capability unless separately confirmed.

Q: Can Ask AI recommend SaaS pricing strategies?
Smarter pricing recommendations are planned for future enhancements. Current functionality focuses on creating and updating SaaS plans based on the details provided in your prompt.

Q: What happens if my prompt is missing details?
Ask AI may ask for clarification or provide a draft based on the available information. Clear prompts usually produce better results.

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