Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Add new Team Plan page #601

Merged
merged 2 commits into from
Nov 22, 2024
Merged
Show file tree
Hide file tree
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
Binary file added docs/kagi/plans/media/team_plan_01_pricing.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file added docs/kagi/plans/media/team_plan_02_sign_up.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file added docs/kagi/plans/media/team_plan_05_stripe.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
202 changes: 202 additions & 0 deletions docs/kagi/plans/new-team-plan.md
Original file line number Diff line number Diff line change
@@ -0,0 +1,202 @@
# Kagi Team plan

![Kagi Team plan](./media/team_plan_01_pricing.png)

The Kagi Team plans empower organizations with premium, ad-free search capabilities while maintaining complete privacy and control.
Choose between Professional and Ultimate tiers for your team members, unlocking powerful tools like The Assistant for LLM-powered research,
Summarizer for quick content analysis, and shared search customizations—all managed through a centralized billing and administration portal.

**Key benefits**:
- Flexible per-member plan assignment
- Pay only for active users
- Centralized billing and management
- Shared search customizations ([Personalized Results](../features/website-info-personalized-results.md#personalized-results) and [Lenses](../features/lenses.md))
- Kagi’s unique privacy and security
- Access to [The Assistant](../ai/assistant.md), which brings premium LLM models in an easy-to-use interface (Ultimate tier).

## Getting started

### Step 1: Sign up

![Kagi Team plan - sign up](./media/team_plan_02_sign_up.png)

1. Visit the [Team plan pricing](https://kagi.com/pricing?plan=team) page and click **Get Started**
2. Enter your business email address (free email providers are not supported)
3. Create your password

### Step 2: Create team

![Kagi Team plan - create team](./media/team_plan_03_create_team.png)

1. Enter your team name
2. Click **Create** to continue

### Step 3: Invite team members

You can add members individually or in bulk:

**Individual invites**:

![Kagi Team plan - individual invites](./media/team_plan_04_invite_members.png)

1. Enter the team member's email (must match your domain)
2. Select Professional or Ultimate plan
3. Click **Add new email** for additional members

**Bulk invites**:

![Kagi Team plan - bulk invites](./media/team_plan_04_invite_members_bulk.png)

1. Click **Bulk Add**
2. Select the plan type from the dropdown
3. Enter emails (comma-separated or in different lines)
4. Click **Continue**

### Step 4: Payment setup
Complete payment setup through our secure Stripe integration. You'll be charged for:
- The Admin account
- Any invited members

Our Team plans are paid monthly in advance.

## Team management

### Roles and permissions

**Admin**:
- Full billing access
- Can manage all roles
- Can delete the team

**Manager**:
- Can manage other managers and members
- No billing access

**Member**:
- Access to assigned features

### Member status
- **Active**: Currently using Kagi
- **Pending**: Invite not yet accepted
- **Inactive**: No usage in previous billing cycle

### Managing members

![Kagi Team plan - managing members](./media/team_plan_07_members_page_cropped.png)

From the Members tab, Admins and Managers can:
- View member status
- Change member roles
- Remove members
- Adjust plan types (Professional/Ultimate)

### Billing management

![Kagi Team plan - managing members](./media/team_plan_08_billing_cropped.png)

Admins can:
- View usage analytics
- Download invoices
- Manage payment methods
- Track active/inactive users

### Analytics Dashboard

![Kagi Team plan - managing members](./media/team_plan_10_analytics_cropped.png)

The Analytics page provides valuable insights into your team's Kagi usage:

**Usage Overview**:
- Real-time count of active and inactive members
- 28-day usage metrics for each team member
- Search and AI interaction statistics

**Features**:
- Sortable data columns
- Member status tracking (Active/Pending/Inactive)
- Individual usage breakdown
- Performance trends

### Account settings

![Kagi Team plan - account settings](./media/team_plan_09_account_cropped.png)

The Account page provides the following options:

**For Team Members**:
- View current role and permissions
- Leave team option
- Access team-wide resources

**For Organizers**:
- Team deletion capability
- Organization settings management
- Domain management

> **Important**: Deleting a team will:
- Return all members to Trial status
- Remove all shared resources (Lenses and Personalized Results)
- Cancel team-wide customizations

## Shared features

### Personalized results
Domain preferences are automatically shared team-wide:
- Blocked domains
- Lowered domains
- Raised domains
- Pinned domains

### Team lenses
Team members can share custom search configurations by using our Lens feature:
1. Create a new Lens
2. Check "Share with Team"
3. Save to make available to all members

## Billing Details

### Payment Structure
- Monthly billing with centralized payment management
- Single consolidated invoice for all team members
- Secure payment processing through Stripe

### Pricing
- Professional tier: $10/month per member. Includes unlimited searches, and access to FastGPT, Summarizer and Kagi Translate
- Ultimate tier: $25/month per member. Includes everything in Professional plus access to [The Assistant](../ai/assistant.md).
- Flexible assignment: Mix and match tiers for different team members

### Active Member Billing
We optimize your costs by only charging for active usage:
- Active members are billed monthly in advance
- Team admin is automatically considered active upon team creation
- New team members become active only when they first use Kagi
- Members become inactive after one full billing cycle without usage
- Inactive members can resume usage at any time with no additional setup

### Mid-Month Changes
- Plan changes are calculated immediately
- Adjustments (credits or charges) appear on your next monthly invoice
- Pro-rated charges apply for mid-month plan changes

### Initial Setup
Your first invoice includes:
- Team admin subscription
- Pre-payment for invited members

After the first month, you'll only be charged for:
- Team admin
- Members who actively use Kagi services

## FAQ

**Q: Can I mix Professional and Ultimate plans?**
A: Yes, each team member can be assigned either plan type.

**Q: When do inactive members get billed?**
A: Inactive members aren't billed after the second month. Billing resumes upon next usage.

**Q: What happens to existing individual accounts?**
A: When joining a team, individual subscriptions are cancelled and merged into the team plan.


Need additional help? Contact our support team at [email protected].