Steps
1
Access your subscription
From the dashboard, go to Plans in the left sidebar. This shows your current plan and the available upgrade options.
2
View your current plan
The page displays your active plan (Starter, Growth, or Scale) along with what’s included — like how many client workspaces you can create and which features are available. It also shows any upcoming renewal date.
3
Upgrade or downgrade
To change plans, select the plan you want and click Subscribe or Upgrade. Your new plan takes effect immediately, and any price difference is adjusted on your next billing date. You can upgrade at any time; downgrading takes effect at the end of your current billing cycle so you keep access for the remainder of the month.
4
Switch between monthly and yearly
On the plan card, you can toggle between Monthly and Yearly billing. Yearly plans include a 20% discount, so you save money if you lock in for a full year.
5
Update your payment card
If your card expires or you want to use a different card, click the Manage billing button (or the menu in the sidebar) to update your payment method. Your subscription will renew on your card on the next billing date.
6
Cancel anytime
To cancel, visit your subscription settings and choose Cancel plan. You’ll keep access through the end of your current billing period, after which your account reverts to the Free plan (no longer able to create or edit client workspaces).
Trial period: Each plan includes a free 14-day trial. A card is required to start, but it isn’t charged until day 14 — see Your free trial & first charge.
Plans at a glance
- Starter: $97/month — Up to 3 client workspaces, voice and chat agents, custom subdomain and domain.
- Growth: $297/month — Unlimited clients, custom email sender for white-label emails, priority support.
- Scale: $497/month — Everything in Growth, plus self-serve sign-up for your clients and API access.