To set up a free trial period in your Papo white label reseller (https://papo.global/), you use the reseller panel to create an evaluation plan with reduced features and, if the contract allows, zero cost. The reseller monitors the trial duration and, at the end, changes the customer's plan to a paid subscription — either directly in the panel or through the integrated Stripe Billing Portal.
Unlike the internal test environment (sandbox), the free trial period is a commercial offer that allows your prospective customer to try the platform with the limitations you define, while you demonstrate value and prepare the conversion to one of your recurring plans.
Summary of steps
| Step | Action in reseller panel | Result |
|---|---|---|
| 1. Create evaluation plan | Define name, price (e.g., R$0 or symbolic amount), agent limit, channels, and modules | A specific plan for testing, visible only to you to associate with customers |
| 2. Make available to customer | Associate the plan with a new customer or generate a checkout link | The customer accesses the platform with your brand and the limits of the trial plan |
| 3. Monitor evaluation period | Monitor usage via subscription summary and agree on upgrade date | You keep control over who is in trial and for how long |
| 4. Migrate to paid plan | Change the customer's plan in the panel (upgrade) or guide them to use the billing portal | The customer starts enjoying all contracted resources, with automatic billing initiated |
How the free trial period works in the reseller
The white label reseller plan structure is the foundation for offering free trials. You don't need a separate feature: just create a plan designed exclusively for evaluation, configuring which modules will appear and how many agents or channels the customer can use during the trial.
1. Create an evaluation plan in the reseller panel
Go to the plans area of your reseller panel and create a new subscription. Give it a clear name, such as “Free Evaluation” or “14-day Trial”. Then define:
- Monthly price: if your reseller conditions allow, set R$0 so the customer is not charged during the trial. Otherwise, set a symbolic amount (for example R$1) and you cover the cost or reimburse it.
- Agents and inboxes: limit the number of agents (e.g., 1 or 2) and connected channels (e.g., WhatsApp only) so the customer feels the need to expand on the paid plan.
- Included modules: select only the essential modules for experimentation — Conversations (inbox), contacts and, perhaps, basic CRM. Leave advanced features such as Kanban, Disparador, AI (Super Chat) and Reports unchecked, as they serve as arguments for conversion.
Save the plan. It becomes available in your list of billing plans, ready to be assigned.
2. Make the trial plan available to the customer
You can register the customer manually and link them to the trial plan, or generate a checkout link. If you choose the link, the customer will subscribe with your brand's details — even if the amount is zero, the Stripe integration ensures the account is created in your white label environment.
3. Monitor the trial period and prepare the migration
The platform does not impose an automatic trial timer, so the duration of the free period is controlled by you. Agree on an end date with the customer and use the subscription summary in the reseller panel to track when the migration should occur.
4. Convert the customer to a paid plan
At the end of the trial, access the customer record in the panel and change the plan from “Free Evaluation” to one of your paid plans — for example, Profissional or Enterprise. The change is instant, preserves all conversation and contact history, and activates recurring billing in Stripe from the next invoice.
An alternative is to share the Stripe Billing Portal link with the customer. Through this portal, they can upgrade to the desired plan, view invoices and manage the payment method without depending on your intervention.
Who this practice is suitable for
- Marketing agencies that want to demonstrate the platform as part of a service package before closing the recurring monthly fee.
- Software houses that offer a commercial sandbox for potential buyers to validate the solution.
- Consultancies that tie the tool to a methodology and use the trial to engage the customer in full implementation.
- Franchises and networks that evaluate the interest of a pilot unit before expanding the contract to the entire network.
Frequently asked questions
Does the platform have an automatic trial with native expiration?
Currently, Papo does not include a timer that automatically ends access at the end of the trial. The reseller is responsible for setting the deadline and performing the upgrade or manually deactivating the evaluation plan.
Can I set any duration for the free trial?
Yes. Since the period is managed by you, there is no imposed technical limit. You can offer 7, 14, 30 days or whatever time you consider strategic.
What happens to the data when I migrate the customer to the paid plan?
Nothing is lost. Contacts, conversations, tags and any records remain intact, because the migration consists only of changing the plan linked to the same white label account.
Can I block specific modules in the trial plan?
Exactly. When creating the plan, you select which modules will be available. It is common to leave only Conversations and Contacts active, hiding Kanban, AI, Disparador and other premium features.
Can the customer upgrade on their own?
Yes, if you provide the Stripe Billing Portal link. The customer enters the portal, chooses a new plan and billing starts automatically, with no action needed from you.
Do I need to create a separate unit for the free trial?
No. The trial plan is just one of the subscriptions you manage within the same white label unit. If the intention is to test features before deploying them to real customers, the appropriate resource is the reseller test environment, which creates an isolated brand for internal simulations.
Read also
- How to set up a test environment in your white label reseller
- How to define custom plans and prices in the white label reseller
- How to migrate a reseller customer to a new plan without losing data
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