How it works

• Access billing - Navigate to Settings > Workspace > Billing to view and manage all subscription details.

• Subscription management - Click "View billing details" to see current plan, download invoices, edit payment methods, and check usage limits.

• Plan options - Choose from Essential (free), Pro ($89/user/month), or Enterprise (custom pricing) based on team needs.

• Billing frequency - Switch between monthly and annual billing with one click to optimize costs for long-term usage.

• Plan changes - Upgrade or downgrade anytime with immediate effect and prorated billing adjustments.

• Cancellation - Use "Cancel Plan" to end subscription; workspace becomes read-only but data is preserved.

• Usage monitoring - Track limits for chats, integrations, and records to ensure you're within plan allowances.

Tips

• Switch to annual billing for 15-20% savings on Pro and Enterprise plans 

• Monitor usage weekly to avoid hitting limits unexpectedly 

• Download invoices monthly for accounting records 

• Upgrade before hitting limits to maintain uninterrupted service

FAQ

Q: Where can I manage my subscription? 

A: Go to Settings > Billing to view or change your plan, manage payment details, or see invoices.

Q: Can I upgrade or downgrade my plan? 

A: Yes. You can change your plan at any time through the Billing section.

Q: Where do I find my past invoices?

 A: In the same Billing tab—there's a section listing all your historical billing information.