Improvement
Plan reviews and approvals now connected to the helpdesk
Clean plans are approved automatically, and plans that need a check go to review in the helpdesk.
- Stage
- Coming soon
- Expected release
- Product
- Monta Hub
- Posted
When a plan is published to the app for self-signup or crosses a certain price threshhold, Monta needs to check the plan for errors and any contradictions with our own T&C. Previously, this was a manual and clunky process between you & the CSMs, with no way to track the progress other than reaching out to your CSM directly.
What's new
Plan reviews and approvals are now connected to the Helpdesk. Clean plans are approved fairly automatically, and the rest are held for review.
Why it matters
This will give you greater transparency to track & engage with any plan review tickets.
Who it's relevant for
Operators who create and edit plans.

What plans would need this type of review?
A plan change goes to review when the plan is published to the app for EV drivers to self-signup, when such public plan is edited, or generally when a (private or public) plan's price goes above our standard limit; everything else goes live right away.