Upgrading & Locked Features

Published July 25, 2026

Upgrade hints, disabled controls, and API errors such as LIMIT_REACHED all stem from the entitlement model. This guide explains what’s locked, why it’s locked, and how to unlock it.

Why features lock

• Basic+ entitlements: Hard gates, email notifications, CSV exports, and branding controls require Basic or Pro. Trialing or active statuses keep these entitlements unlocked; canceled or delinquent accounts revert to the free experience.
• Feature keys: branding_controls gates badge removal, logos, and outcome copy; response_export unlocks CSV downloads; publish gating checks the quiz definition against capability policy.
• Publish gating: Full-Page mode, split layouts, embeds, scoring, logic, and outcomes block publishing until the plan matches the required entitlement.

Locked builder & dashboard features

• Hard gate: Basic+ only. Free plans see "Hard gate requires the Basic plan" and submissions fall back to soft-gate behavior.
• Branding/completion controls: Free plans hide custom outcome copy inputs and keep the QuizFlow Labs badge visible.
• AI Automation: Agent Step and Knowledge are available to eligible active or trialing Basic and Pro accounts when AI Automation is enabled. Testing and live execution require AI Credits. Free accounts cannot publish or run live Agent-enabled quizzes.
• Deferred private blocks: File Upload, API Step, and secure credentials are not public Free, Basic, or Pro launch benefits.
• Question split media override: Visible in Block Settings for eligible question blocks, but locked unless the account is Basic+.
• Scoring & outcomes: Question scoring, answer keys, and simple intent- or variable-based outcome messages are Basic+. Score-range and path-specific outcomes require Pro. Locked choices open an explanation with the appropriate upgrade action; disabled choices without a lock indicate missing quiz setup.
• Full-Page presentations: Full-Page presentation is Basic+; split layouts and full-page embeds need Pro and publishing fails with a clear error if entitlements are missing.
• Content Pages: The reusable page library and Content Page quiz step require Pro. If a copied template uses Content Pages, review the copied draft and upgrade or remove the unsupported dependency before publishing.
• Calendly Booking: Connecting Calendly and selecting event types for Flow Blocks, Bio Blocks, or Outcome CTAs requires an active Pro plan. During a controlled rollout, the integration may also be limited to approved test accounts.
• Analytics: Essential totals are available on Free. Operational analytics are Basic+.
• Projects: Basic can create up to three projects, Pro accounts are unlimited, and free plans cannot create new projects.
• CSV exports & notifications: Basic+ plans surface export buttons and email toggles; free plans keep them hidden.

When usage limits block you

• Responses: New response-producing actions pause after the monthly allowance is used and resume when capacity becomes available.
• Leads: Valid consented leads count within the monthly response allowance. A lead accepted at a gate is preserved even when the visitor abandons before final completion.
• AI Credits: AI Automation usage is tracked separately from responses. When the balance reaches zero, Agent tests and live Agent responses pause while the quiz configuration remains saved.
• Reset windows: Accepted responses reset on the 1st of each UTC month.

Upgrade pathways

1. Compare tiers on /pricing.
2. Click the Upgrade button on /dashboard/billing (Basic+ accounts see Manage billing instead).
3. After payment, refresh the dashboard/builder so entitlements are reloaded.
4. Need help? Contact support via /contact for custom team setups or usage questions.

Upgrading keeps entitlements and limits aligned, so unlocked sections stay available once the new plan is active.

Still seeing a lock? Confirm the billing page shows the new plan and, if it does, sign out and back in to reset the entitlement cache.