Important Prerequisite: Before building your plan in Telgoo5, you must first create and secure approval for the plan within your carrier or aggregator environment. You will need this approved carrier plan to link it to the Telgoo5 plan during the creation process. 

Ensure you are logged into your account. Navigate to the Plan Config module via the top-right gear icon menu.

Then “+Add” on the top right of the plan grid.

Step 1: Define Plan Basics

1. Plan Name: Enter a unique name for the new plan.
2. Plan Description: Provide a clear summary of the plan's purpose or target audience.
3. Plan Type: Select the appropriate category from the dropdown menu.
4. States: Use the selection tool to define which geographic states the plan is applicable to.

Step 2: Assign Access Channels

In the Channels checklist, select all interfaces where this plan should be visible or available for selection:

• CSR, AGENT, API, WEBSITE, APP, IVR, ENROLLMENT PORTAL, or DEALER PORTAL.

The Channels checklist acts as a permission gate for your plans. By selecting these, you are telling the system: "Only show this plan to customers or representatives when they are using these specific interfaces."

Here is the breakdown of what each channel represents in the Telgoo5 ecosystem:

• CSR (Customer Service Representative): This grants access to your internal support staff. When a CSR is logged into the Telgoo5 dashboard and helping a customer over the phone, in person, or via ticket, they will be able to see and select this plan to add to an account.
• AGENT: This refers to your internal or external sales agents who have specific Agent login credentials. This is often used to ensure sales staff can view and sell plans that might not be available to the general public.
• API: This is the "background" channel. Selecting this ensures that your external systems—like a custom-built website, a third-party app, or any external software connected to Telgoo5 via integration—can "see" and pull this plan data programmatically.
• WEBSITE: This refers to the standard, public-facing website for your company. If you want a plan to be visible to any visitor browsing your site, this must be selected.
• APP: This specifically targets your mobile application. If you have a customer-facing app where users manage their own accounts and service plans, selecting this makes the plan available there.
• IVR (Interactive Voice Response): This is for your automated phone system. If a customer calls in and navigates the automated menu to change their plan or purchase a new one, the IVR needs this channel enabled to "see" that the plan exists and can be offered.
• ENROLLMENT PORTAL: This is the dedicated interface used for signing up new customers, often used for programs like Lifeline or ACP. If you are creating a plan specifically for new sign-ups, ensure this is checked so it appears during the onboarding flow.
• DEALER PORTAL: This is the interface for your retail partners or authorized dealers. Dealers often have their own specialized portal to manage inventory and activations; this setting ensures the plan is available to them to offer to their walk-in customers.

Pro-Tip for Management

If you are currently rolling out your new training documentation, you can use these channel definitions to categorize your "Plan Configuration" section.

For example, you might group them by "Customer-Facing Channels" (Website, App, IVR) versus "Internal/Partner Channels" (CSR, Agent, Dealer Portal) to make it easier for your team to understand who sees what.
 

Step 3: Configure Carrier and Pricing

1. Carrier: Select the relevant carrier setup from the dropdown (e.g., BLUECONNECTSATT, TMB, etc.).
2. Plan Price: Enter the base cost of the plan.
3. Activation Fee: If applicable, enter the fee charged upon initial setup.
4. Lines & Pricing:
   • Set the Maximum number of lines allowed.
   • Define the Price for the 1st line.

Step 4: Set Taxation and Customer Rules

1. Taxation: Indicate if the plan includes taxes or if they are charged separately by toggling the dropdown. If charging separately, fill in the Tax Type, Amount %, Trans Code, and Tax Level in the provided table.
2. Customer/Business Type: Select the appropriate Customer Type (e.g., Residential) and Business Type (e.g., Prepaid Wireless) from the respective dropdowns.

Step 5: Define Plan Features & Status

1. Unlimited Settings: Under "Is Unlimited Plan," toggle to "Yes" or "No." Select the checkboxes for specific unlimited services (Data, Text, or Minutes) as needed.

1. Tribal Plan: Select if this applies to a specific tribal arrangement.
2. Display Status: Ensure this is set correctly; if "No," the plan will not appear during enrollment.
3. Is Byod: Select "Yes" or "No" based on whether this plan is intended exclusively for "Bring Your Own Device" customers.
4. Customer Notification Required: Select "Yes" or "No" to determine if system notifications are triggered.

Step 6: Configure Grace Period & Expiration

1. Grace Period Days: Enter the number of days for the grace period.
2. Account Status:
   • During Grace Period: Select the status (e.g., Suspend).
   • After Grace Period: Select the final status (e.g., Deactivate).
3. Grace Period Plan: Use the dropdown to assign the plan to trigger in the event of non-payment.

Step 7: Finalize

• Review all entries for accuracy, particularly the Plan Name and Plan Price.
• Click Submit to save the new plan to the system, or Cancel to discard your changes.

Note: Ensure you verify that the Display Status is set to "Yes" if you intend for this plan to be immediately available in your sales channels.