Upgrade & Cancel

Upgrading your plan

How prorated upgrades work

When you upgrade mid-cycle the system:

• •Calculates the remaining credit on your current plan (days left ÷ total days × plan price).
• •Calculates the cost of the new plan for the same remaining days.
• •Charges you only the difference (new cost minus remaining credit).
• •Cancels your old subscription on the payment gateway and starts a fresh subscription on the new plan.

If the prorated charge works out to zero or negative (rare edge case), the switch happens immediately with no payment required.

Downgrading your plan

Downgrading (moving to a lower-priced plan) works differently from upgrading. The change is scheduled, not immediate:

• •Your current plan stays fully active — with all its features and limits — until the end of your current billing period.
• •The new lower plan activates automatically at the start of the next billing period.
• •No charge is made until the new billing period begins.
• •You can cancel a scheduled downgrade any time before the period ends by clicking "Cancel Scheduled Change" on the Billing page.

Cancelling your subscription

Go to Settings → Billing → Cancel Plan. Cancellation follows the same scheduled approach as a downgrade:

• •Your plan remains fully active until the end of the current billing period.
• •You receive a cancellation confirmation email immediately.
• •At the end of the period, your workspace reverts to the Free plan.
• •Agents, knowledge sources, and contacts are not deleted — any agents beyond the Free plan's limit are archived.

After cancellation — what happens to your data

• •All your data (agents, knowledge sources, conversations, contacts) is retained.
• •Agents beyond the Free plan limit are archived (paused) — they will not respond to visitors but their training data is preserved.
• •If you resubscribe, archived agents can be restored immediately.
• •If you do not resubscribe and your account remains inactive for an extended period, archived data may be subject to deletion per our data retention policy.

Downloading invoices

Every payment generates a downloadable PDF invoice. Go to Settings → Billing → Payment History and click the Download icon next to any payment. Invoices include your organisation name, invoice number, payment date, plan details, and amount paid.