Manage Subscription

Control your plan, payment methods, and billing settings.

Accessing Subscription Settings

Go to Billing in the sidebar 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
On the Your Plan card, click Change Plan
Select your new plan and confirm
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
On the Your Plan card, click Change Plan
Select a lower plan and confirm
Change takes effect at your next billing date

Downgrades take effect at the end of your current billing period. Once scheduled, no further plan changes can be made until the new billing period begins. Make sure you’re choosing the right plan before confirming.

Payment Methods

Payment methods are managed through the Polar customer portal (our payment processor).

Updating Payment Method

If your subscription enters a payment-failed state, an Update Payment button appears on the Your Plan card. Clicking it opens the Polar customer portal in a new tab where you can:

View and update your active card
Replace expired cards
Manage billing address details

Save your changes in the portal — they sync back to your subscription automatically.

Billing History

View Invoices

Access past invoices:

Go to Billing
Open the Payments tab
View or download any transaction’s invoice

Invoice Details

Each transaction shows:

Billing period
Plan charges
Any additional charges
Payment status

Billing Information

Update Billing Details

Billing details (company name, billing address, tax ID) are managed through the Polar customer portal. Changes apply to future invoices.

For help updating these fields, contact support.

Cancellation

Before Canceling

Consider:

Your agents will stop responding
Documents remain stored for a limited time
You can reactivate later

How to Cancel

Cancellations are handled through the Polar customer portal. Contact support, or — if your subscription has entered a payment-failed state — use the Update Payment button on the Your Plan card to open the portal and cancel from there. Access continues until the end of your current billing period.

After Cancellation

Service continues until period end
Your data remains available if you reactivate
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?

The billing email matches the email on your account. Contact support to change the billing email associated with your subscription.

What if my payment fails?

You’ll receive email notifications
Service continues briefly with retry attempts
Update payment method to avoid interruption