Manage Subscription
Control your plan, payment methods, and billing settings.
Accessing Subscription Settings
Go to Settings → Billing to manage your subscription.
Upgrading Your Plan
When to Upgrade
Consider upgrading when:
- Approaching your credit limits
- Needing features from a higher plan
- Growing your chatbot usage
How to Upgrade
- Go to Billing → Change Plan
- Select your new plan
- Confirm the change
- New plan activates immediately
Upgrades take effect immediately. You'll be charged a prorated amount for the remainder of your current billing period.
Downgrading Your Plan
Before You Downgrade
Review what changes:
- Credit allocation decreases
- Some features may become unavailable
- Verify current usage fits new plan
How to Downgrade
- Go to Billing → Change Plan
- Select a lower plan
- Confirm the change
- Change takes effect at your next billing date
Downgrades take effect at your next billing period. Ensure your usage will fit within the new plan's limits.
Payment Methods
Viewing Payment Methods
See your current payment method in Billing → Payment Method.
Updating Payment Method
- Go to Billing → Payment Method
- Click Update
- Enter new card details
- Save changes
Adding Backup Payment
Add a backup payment method to avoid service interruption if your primary method fails.
Billing History
View Invoices
Access past invoices:
- Go to Billing → History
- View or download any invoice
- Invoices are available in PDF format
Invoice Details
Each invoice shows:
- Billing period
- Plan charges
- Any additional charges
- Payment status
Billing Information
Update Billing Details
Update your billing information:
- Company name
- Billing address
- Tax ID (if applicable)
Changes apply to future invoices.
Cancellation
Before Canceling
Consider:
- Your agents will stop responding
- Documents remain stored for a limited time
- You can reactivate later
How to Cancel
- Go to Billing → Cancel Subscription
- Complete the cancellation survey (optional)
- Confirm cancellation
- Access continues until the end of your billing period
After Cancellation
- Service continues until period end
- Data retained per retention policy
- Reactivate anytime by subscribing again
Reactivating
To reactivate a canceled subscription:
- Log in to your account
- Go to Billing
- Select a plan
- Complete payment
Your existing agents and documents (if retained) will become available again.
Enterprise Billing
Enterprise plans have customized billing:
- Annual contracts available
- Custom payment terms
- Volume discounts
- Contact your account manager for changes
FAQs
When am I charged?
You're charged at the start of each billing period, based on your subscription date.
Can I get a refund?
See our refund policy or contact support for specific situations.
How do I update my billing email?
Update your billing email in Settings → Account → Email Preferences.
What if my payment fails?
- You'll receive email notifications
- Service continues briefly with retry attempts
- Update payment method to avoid interruption