Upgrade, downgrade or add agents to your plan
Switch to a bigger or smaller plan, or add extra AI phone agents, from the Subscription page. See what happens to your invoice and limits.
You can switch plans or add extra phone agents at any time from the Subscription page. A plan change takes effect immediately.
Before you start
Section titled “Before you start”- You need a trial or an active subscription. If you have neither, see your free trial.
- To compare what each plan includes, see plans compared.
Upgrade or downgrade your plan
Section titled “Upgrade or downgrade your plan”-
In the left menu, open Team, then select Subscription (open your Subscription page).
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On the plan you want, select Upgrade or Downgrade. The button depends on whether that plan costs more or less than your current one.
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Read the window. It says the change takes effect immediately and that your invoice is adjusted for the remaining days in your billing period.
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Select Confirm Upgrade or Confirm Downgrade.
A message confirms “Successfully switched to” your new plan. If your bank needs a confirmation, the page says “Complete payment authentication to activate your new plan” and opens a payment tab. Your current plan stays active until the payment is confirmed. If the tab is blocked, select Complete payment in the banner on the page.
Why is the Downgrade button greyed out?
Section titled “Why is the Downgrade button greyed out?”Your active agents are more than the smaller plan allows. Point at the button to see how many to remove. Delete or deactivate agents under AI Phone Agents, then try again.
Add or remove extra phone agents
Section titled “Add or remove extra phone agents”Each plan includes a number of agents. Add more when you need them.
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On the Subscription page, find the Additional Phone Agents card. It shows Included with Plan, Additional Purchased, Total Available and Currently In Use.
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Select Manage.
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In Manage Additional Phone Agents, use the plus button to add agents. The window shows each agent’s monthly cost and your New Monthly Total.
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Optionally enter a code under Promotion code (optional).
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Select Save Changes.
To remove extra agents, first delete an agent under AI Phone Agents, then lower the number in the same window.