Plans & upgrading
Your plan determines how much agent work is included and which features you have access to. This article explains how plans work and how to change yours.
What a plan includes
A plan generally bundles:
- A regular allowance of credits that refreshes each cycle
- Access to features appropriate for your needs
- Limits suited to the size of your team or usage
Higher plans include more credits and may unlock additional features. If you're just getting started, a smaller plan is usually plenty.
Where to manage your plan
Your plan and billing details live in the billing area of your workspace. From there you can see your current plan, change it, and manage payment.
Upgrading
Upgrade when you find you need more credits each cycle, more capacity for your team, or features your current plan doesn't include. To upgrade, open the billing area and choose a higher plan. The change usually takes effect right away.
Downgrading
If you're not using everything your plan offers, you can move to a smaller one. Downgrades typically take effect at the start of your next billing cycle, so you keep what you've paid for until then.
Adding credits without changing plans
If you only occasionally need more credits, you don't have to upgrade your whole plan. You can top up with extra credits as a one-off. This is handy for a busy stretch without committing to a larger plan. See Billing & credits basics.
Payment and invoices
Payment details and past invoices are available in the billing area. If you need an invoice for your records, you'll find it there.
Who can change the plan
Changing the plan and managing payment is usually limited to billing administrators in your workspace. If you don't see these options, ask an administrator on your team to make the change.