Monetization and AI entitlement baseline for low-friction upgrade flow

DEC-0067 - Monetization and AI entitlement baseline for low-friction upgrade flow

Context

Payment and result contracts were mostly aligned, but some experience-level defaults still needed explicit lock to avoid interpretation drift and keep user flow friction low.

Decision

Pro Max AI policy:

• Pro Max advanced AI usage is credit-based by default.
• “Unlimited” in Pro Max refers to practice access scope, not unlimited advanced AI consumption.

Writing/Speaking free visibility:

• Free users can view basic score baseline.
• Advanced AI detail remains locked.

Checkout blocker continuity:

• If checkout is blocked due to missing verified recoverable contact, preserve selected package/cycle/context.
• After verify success, resume checkout at the same blocker step.
• Do not restart checkout from beginning.

Locked-feature quick popup default:

• If popup shows Pro and Pro Max, preselect the minimum eligible package by feature requirement.
• User still confirms or changes package explicitly before moving to checkout.

Post-payment continuity from result:

• From result context, return to exact current result context after success.
• Auto-open the section that was just unlocked.

Refund baseline:

• No self-serve refund in current V2 active baseline.
• Refund remains support/manual-policy driven.
• System-failure AI auto-refund remains mandatory and unchanged.

Decision Value

• Reduces upgrade friction at high-intent moments.
• Keeps entitlement communication transparent and predictable.
• Protects operational simplicity and cost control while retaining user trust protections.

Rationale

This baseline keeps the UX straightforward for users and deterministic for operations, while preserving room for future refund/self-serve expansion without reworking core contracts.