How you run the account itself
Your workspace, your money, your people.
Sign in the way your company already does, decide who can do what, and keep the money side legible. Credits, plans, invoices, referrals, and the controls that decide who reaches which part of the workspace.
Everything here sits around the work rather than inside it. You are not asking an employee to do a job, you are deciding how the account behaves: who gets in, what they may touch, how the bill is paid, and what happens to your data over time.
Access starts at the front door. Sign in with Google or Microsoft so people use the identity your company already manages, add two-factor when you want a second lock, and give each person a role that matches what they actually do. Offboarding somebody upstream closes their route in here too.
The money side is deliberately boring and visible. You can see what credits you have, what they were spent on, and what a plan change would do before you make it. Invoices and receipts download straight from the workspace, and referral and affiliate credit lands without anyone chasing it.
Almost all of it is self serve, which is the point. Adding a card, swapping the default one, pulling an invoice for your accountant, redeeming a code, or moving up a plan are all things you do yourself inside the workspace. Upgrades apply the moment you confirm them, so a busy week never waits for a billing cycle, and a downgrade holds off until the end of the period you already paid for. Change your mind before that date and you can replace the pending change, or cancel it outright by upgrading instead.
Credits are the single unit that pays for everything your AI employees do, so this is also where you find out where the work went. A usage breakdown shows what went to thinking, tool calls, media, voice, and meetings, and the grants history lists every top up, promo code, and referral bonus with its date, source, and amount. If a number looks strange you can trace it yourself rather than opening a ticket and waiting. Nothing about the balance is hidden behind a support conversation.
Access is built in two layers on purpose. Your role in the workspace decides what kind of action you may take, such as inviting people or changing the plan, and a separate grant on each resource decides which particular document, contact, or conversation you may open. That split is why a collaborator can get on with normal work instead of pinging an Owner every hour, while money, identity, and destructive actions stay locked down. An Owner can also hand one specific permission to one specific person without promoting them, and the server checks both layers before it returns anything.
Your data sits on a schedule instead of piling up forever. A cleanup job runs once a day, off peak and in small batches, and clears operational records once they pass their published retention window. The things you would actually miss are treated differently: chat messages, the documents your employees produce, and their notes are kept until you remove them yourself. The windows are the same for every workspace, they are listed publicly, and there is no setting for you to get wrong.
At a Glance
- 2
- Single sign-on providers
- 3
- Workspace roles
- 0
- Setup calls to change a plan
Benefits
Sign in the way you already do
Google or Microsoft sign-in, so access follows the identity your company already manages. Turn on two-factor authentication from your profile when you want a second lock, and an ordinary email and password stays available for anyone who prefers it.
Roles that match the job
Decide who can invite, who can spend, and who can only read, per workspace. An Owner can also grant one extra permission to one person without promoting them, so nobody ends up with more reach than the job needs.
Money you can audit
Credits, plan changes, invoices, and receipts, all readable without asking us. Every charge links to its own document and every credit grant shows where it came from, so an accountant gets a clean set of records.
How It Works
The account layer is everything that sits around the work: who gets in, what they are allowed to touch, how the bill gets paid, and how long your data sticks around.
There are three ways in: an email address and password, a Google account, or a Microsoft account. Signing in through Google or Microsoft means Sistava never handles a password, and because the provider has already confirmed the address, there is no verification email to chase before your first employee starts working. For a second lock, switch on two-factor authentication with any standard authenticator app. Turning it on signs out every other active session immediately, so a session created earlier cannot be used to walk around it.
Inside a workspace, every person holds one of three roles. An Owner can do everything, including billing and removing people. An Admin runs the day to day without touching the money or the workspace settings. A Collaborator does the work. On top of that, an Owner can open a single person's access and grant individual permissions, such as inviting members or managing resource access, without changing their role. A workspace always keeps at least one Owner, so ownership has to be handed over before the last one can leave.
The billing side runs through Stripe, so your full card number never reaches Sistava. Your transaction history lists every subscription charge and every credit purchase with a link to the matching invoice or receipt, ready to hand to an accountant or file for tax. Plan changes, credit packs, promo codes, and referral bonuses all land in the same place. One login can also belong to several workspaces, which is how agencies keep client work separated without juggling separate accounts.
Use Cases
Bring your team into the workspace
Invite people by email, give each one a role, and see the whole roster with pending invitations included so your seat count is never a surprise. When somebody's job changes, adjust the one permission they actually need instead of promoting them to a role that hands over far more. Anyone who is not an Owner can ask every Owner to review their access in a single click, which beats a chain of messages.
Move up a plan without losing a day
An upgrade takes effect the moment you confirm it, so a project that suddenly needs more capacity is not stuck waiting for the next billing cycle. A downgrade waits until the end of the period you already paid for, and it never archives, pauses, or removes anything you have built. If you change your mind, pick a different plan again before the period ends and the pending change is replaced.
Hand your accountant a clean set of records
Open your transaction history, pull the invoice or receipt for any charge, and export the list. Subscription payments and credit purchases both carry documents with the full line items, billing period, tax, and payment method, so there is no gap to explain at year end. You do not need a Stripe account of your own to open them.
Earn credits instead of buying more
Share your personal referral link or send an invite by email, and both you and the person who signs up receive credits as soon as their account is created. Promo codes redeem from the same page for a one time grant of bonus credits. If you want to promote Sistava at a larger scale, there is an affiliate program and a reseller program you can apply to.
FAQ
How does billing actually work on an AI workforce platform?
Billing runs on credits. Each paid plan includes a credit allowance that refills at the start of every billing period, and those credits pay for everything your AI employees do: thinking, tool calls, media generation, voice, and meetings. If you run low before the next reset, you can add a credit pack at any time on any plan, including free. A usage breakdown inside the workspace shows exactly which activity spent what.
Can I add my team, or is Sistava built for one person?
You can invite teammates by email up to the seat count your plan allows, and each of them signs in with their own account rather than sharing yours. The members roster shows accepted people and pending invitations together, so the seat count is always honest. One login can also belong to several workspaces and switch between them, which is how agencies keep separate clients apart.
Do we need new passwords, or can the team sign in with Google or Microsoft?
Google sign-in and Microsoft sign-in are both supported, so people use the identity your company already manages instead of inventing another password. Because the provider has already confirmed the email address, the account counts as verified from the start and there is no confirmation step to clear first. Anyone who prefers an ordinary email and password can still use one, and two-factor authentication works either way.
What happens to my AI employees and my data if I downgrade?
A downgrade takes effect at the end of the billing period you already paid for, so you keep what you bought until then. It never archives, pauses, or deletes your employees, conversations, or documents. If you end up over the smaller plan's employee cap, you simply cannot hire past that cap until a slot frees up or you upgrade again.
How do I control who can see what inside my workspace?
Access works in two layers. Your role decides what kind of workspace action you can take, such as inviting people or changing the plan, and a separate grant on each resource decides which specific document, contact, or conversation you can open. An Owner can also adjust a single permission for a single person without changing their role, and every request is checked against both layers on the server before anything comes back.
How long is my data kept, and can I have it deleted?
Operational records are removed on a fixed schedule by a cleanup job that runs once a day, so short lived debug data and inactive working memory clear out on their own. The material you would actually miss, meaning chat messages, the files your employees produced, and their notes, is kept until you delete it yourself. The retention windows are published, identical for every workspace, and not something you have to configure.
Is there a way to earn credits instead of buying more?
Yes. Share your referral link or send an email invite and both you and the new signup receive credits automatically, up to the referral cap on your account. Promotional codes redeem from the same page for a one time grant of bonus credits, and each grant is logged with its source and date. For larger scale promotion there is an affiliate program and a reseller program you can apply to.
Do I have to contact sales to change my plan or add credits?
No. Upgrades, downgrades, credit packs, and payment methods are all handled by you from the subscription settings, and the change applies without anyone reviewing it first. Cards are added through Stripe, so your full card number never touches Sistava, and you can mark a default or remove one at any time. A sales conversation is only needed for a custom arrangement.
Features in Account & Billing
- Monthly Credits: Every paid plan comes with a pool of credits that refills automatically at the start of each billing period. Credits are the single unit that pays for everything your AI employees do: thinking, tool calls, media generation, voice, and meetings. There is nothing to top up manually each month; your allowance is just there again when the new period starts.
- Lifetime Credits (Free): Pick the Free plan and your workspace gets 2,000 credits in one grant, no card required. Those credits never reset and never expire; you spend them at your own pace across chat, tools, and media generation until they run out. It is a one-time bucket, not a monthly allowance, so it is meant for trying the platform before you commit to a paid plan.
- Buy Credits: Add credits to your workspace balance any time, on any plan, without changing your subscription. Pick from three one-time packs, pay by card through Stripe, and the credits land in your balance as soon as the payment clears.
- Upgrade & Downgrade: Move to a bigger plan the moment you need more credits or a higher employee cap, and the change takes effect immediately. Move to a smaller plan when you need less, and it takes effect at the end of your current billing period so you keep what you already paid for. Both happen from Settings, Subscription, no support ticket required.
- Promo Codes: Redeem a promotional code for a one-time, lifetime grant of bonus credits on top of your plan's monthly allowance. Enter a code at signup or any time afterward from Settings, Subscription, Get Free Credits. Each grant shows up in your Credit Grants history with its source, date, and amount, and one code can be redeemed once per workspace.
- Referrals: Share your personal referral link or invite someone by email, and you both get 1,000 free credits the moment they sign up. Track every invite from a dedicated Earn Credits page, and keep earning until you hit the 10-referral cap.
- Data Retention: Sistava deletes operational data on a fixed schedule instead of keeping it forever by default. A cleanup job runs every day and removes rows past their retention window: short-lived debug data within a week or two, working memory after 30 days of inactivity, and usage and activity history after two years. Chat messages, documents your employees write, and persistent notes are kept indefinitely unless you delete them yourself. There is no setting to change these windows; they apply the same way to every workspace.
- Google Sign-In: Sign in to Sistava with your Google account instead of creating a separate password. Choose Sign up with Google on the signup page and your workspace is ready after one approval, with your name and photo carried over automatically from Google. Because Google has already confirmed your email address, there is no verification email to chase before your AI employees can start working.
- Microsoft Sign-In: Sign up or sign in with your Microsoft account instead of creating a password. Sistava reads your Microsoft account's name, email, and profile photo to set up your account, and your Profile page shows Microsoft as your connected sign-in method. Because Microsoft has already confirmed the address belongs to you, the account counts as verified from the start and your employees can begin working straight away. Google sign-in and an ordinary email and password are the other two ways in.
- Workspace Roles: Every workspace you create has an Owner, Admin, and Collaborator role, each with a fixed set of permissions over billing, the collaborator roster, and resource access. Owners can grant a non-owner collaborator extra access, or take some away, without changing their overall role. A Roles page shows your own effective access and the full permission matrix so nobody has to guess what they can do.
- User Profile Picture: Upload a photo for your account so your teammates and AI employees see a real picture of you instead of initials. It shows up in chat, comments, and the collaborator list across every workspace you belong to. If you signed up with Google or Microsoft, your picture is pulled in automatically the first time you sign in, and you can replace it any time.
- Two-Factor Authentication: Add a second sign-in step to your Sistava account using any TOTP authenticator app, like Google Authenticator or Authy. Once enabled, a code from your app is required in addition to your password, so a leaked or guessed password alone is not enough to get in. Turning it on immediately signs out every other active session, so a session created before you enabled it cannot be used to bypass it.
- Feedback Board: Submit bug reports, feature requests, improvements, and questions from inside the app, then vote on what other users have asked for. Every item lands on one Community Board visible to the whole platform, sorted by vote count, so the most-wanted ideas surface for the team automatically.
- Community Access: Join the public Sistava Discord to talk with other users and the team in real time, in two channels: Technical Support for bugs and setup issues, and General Support for questions and how-tos. It is free and open on every plan, no separate sign-up beyond your Discord account. The invite sits on the Support page and in the site footer.
- Priority Support: When you're on the Founder, Leader, or Custom plan, your support requests go to the front of the queue. Same email, same Contact page, same Discord: your message just gets picked up and answered before the general queue, so a broken workflow or a billing question does not sit behind everyone else's.
- Early Access: On the Agency plan and up, new features reach your account before they go out to everyone else. There is no separate waitlist or signup: it is tied to your plan, and Discord tells you what just landed. Nothing extra to switch on, nothing to apply for, and no rough build to test in exchange.
- Affiliate Program: Promote Sistava to your audience and earn 30% recurring commission on everything a referred customer pays, for as long as they stay subscribed. Apply with your email and where you plan to promote, get reviewed, and once approved you receive a personal referral link and dashboard to track clicks, signups, and payouts. There is no cost to join and no cap on what you can earn.
- Downloadable Invoices and Receipts: Every charge on your account has a matching invoice or receipt you can pull up in one click. Open your transaction history, find the charge, and view the Stripe-hosted document with the full line items, billing period, tax, and payment method.
- Payment Methods: Add a credit card, mark one as your default, or remove a card you no longer use, all from your billing settings. Cards are added through Stripe, so your card number never touches Sistava's servers.
- Request Organisation Access Review: Not sure your access level in an organisation still matches your role? Any non-Owner member can send a review request to every Owner in one action, prompting them to check and confirm what that member can currently do.
Explore