Upgrading & Managing Your Subscription
Subscription changes are handled through the billing portal, which is reached from inside your account.
Opening the Billing Portal
Go to Dashboard → Billing and open the customer portal. From there you can change plan, update your payment method, view invoices, and cancel.
Changing Plans
Moving between monthly, quarterly, and annual is done in the portal. Because all public plans carry identical features, changing cadence does not alter what your agent can do — only what you pay and how often.
⚠ Note: Your agent, phone number, call history, and settings are unaffected by a plan change. There is no migration or reconfiguration involved.
Payment Methods
Update your card in the portal. If a payment fails, do this promptly — a lapsed subscription eventually interrupts call handling, which means missed calls rather than merely a billing problem.
💡 Tip: Set a calendar reminder a week before your card expires. An expired card discovered through missed calls is an expensive way to find out.
Invoices
Every invoice is available in the portal, showing the plan fee and itemised usage for the period. Download these for your accounting rather than relying on card statements, which will not break out voice and SMS usage.
The Money-Back Guarantee
A 30-day money-back guarantee applies, subject to the eligibility terms in the Refund Policy. Read that policy for the specifics rather than assuming — eligibility conditions apply.
Cancelling
Cancellation is available in the portal. Before cancelling, consider:
- Export any call data and transcripts you want to keep
- Remove call forwarding from your business number, or callers will reach a service you no longer run
- Check what happens to a platform-provisioned number — you may not be able to reclaim it later
⚠ Note: The forwarding step is the one people forget, and it is the one that costs them calls after cancelling.