What's New in DeepChatBI 4.2

This release improves the Workspace upgrade and payment experience, data access control, and the account-linking journey for Shopify users entering a Workspace. These updates make it easier for users to choose the right plan while strengthening data security and account continuity.

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Enhanced Workspace Pricing and Payment Experience

1.1 Smart Plan Recommendations Based on GMV

• When a user clicks Upgrade to Pro, the system retrieves the available GMV data and converts it into trailing 12-month GMV.
• Based on the annualized GMV, the system automatically recommends and highlights the most suitable pricing tier, making plan selection easier.
• Users may select a higher tier. Selecting the tier immediately below the recommended one is allowed only when the 20% downward adjustment rule is met.
• If GMV data is temporarily unavailable, users can still view all pricing options, choose a plan, or submit a sales inquiry.

1.2 New Five-Tier Pricing

Pricing ranges are lower-bound inclusive and upper-bound exclusive:

Users can also switch between monthly and annual billing to select the option that best fits their business size and payment preferences.

1.3 Streamlined Payment and Sales Handoff

• The first four tiers support direct online payment. After payment is completed, the corresponding paid plan becomes available to the user.
• Users in the $50M+ tier can select Contact sales to request a custom quote.
• Users whose GMV cannot be retrieved, or who would like to discuss their options, can select Submit sales lead.
• Payment results and transaction records support subsequent user-role updates and order reconciliation.

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New Data-visible Whitelist

• A new Data-visible Whitelist controls which users can access designated data.
• Administrators can manage whitelisted accounts in the admin panel, ensuring that only authorized users have access.
• Whitelist configuration is separated from the standard user access flow, reducing the risk of unintended data exposure.

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Strong Account-Linking Reminder for Shopify Users

For users who enter a Workspace after installing the Shopify app but have not yet linked a Workspace email address, a new account-linking reminder is displayed on the Workspace home page:

• A prominent account-linking reminder appears when the user enters the Workspace.
• Selecting Link email account takes the user to the sign-in or email-linking flow.
• Users may select Remind me later to temporarily collapse the reminder. It will appear again after 24 hours.
• The reminder retains its current state while the user navigates between pages, avoiding repeated interruptions.
• The reminder disappears immediately after the email address is successfully linked.
• The reminder cannot be permanently dismissed, helping ensure that users eventually complete account linking.

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Benefits of This Release

• Clearer pricing: GMV-based plan recommendations make it easier to choose the right tier.
• A smoother upgrade journey: Direct payment and sales-assisted paths support businesses of different sizes.
• Stronger data security: Whitelist controls help restrict data access to authorized users.
• More complete accounts: Stronger email-linking guidance reduces breaks in the Shopify-to-Workspace account journey.