Home > How do I upgrade or change plans?


(Last Updated On: July 27, 2021)

About this Article-

This article goes over how to upgrade plans.

 Upgrading to a higher plan

As your company grows and your needs change,  you will want to add more agents, widgets and features to your account so you can better assist your customers and website visitor.  We recommend that you first take a look at our plans and features so that you can get a better understanding of which plan would better fit your needs! Features and pricing for plans. Please be aware that in order to change plans or upgrade, you will need to be the owner of the account, otherwise you may not have access to the billing tab.

Once you choose what plan works best for your growing team, you can go to your admin panel, click on the arrow in  top right next to your admin email and choose “My Account”.


Once you do that you will see a list of choices on the header –


Click on Subscription to see your plan choices.

You will also be able to add more agents to your current plan by clicking on that plans menu  then use the sliders to add the number of agents you desire. Once you choose the new number of total agents, click on update plan.


Once you click on “update plan” it will take you to our billing page at which point we will ask you to add your credit card information again.

Just as you can Upgrade your plan, you can also Downgrade it. To Downgrade your plan, you can follow the same instructions as to Upgrade the plan. When you subscribe to a lower premium plan, your account is immediately set to the new plan.

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Published January 16, 2012