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Upgrade or downgrade your plan

Your Agentsy subscription should fit the activity of your AI Experience. As your audience grows, you may need a higher message allowance. If usage decreases, a smaller plan may be a better fit. This guide explains how to evaluate a plan change, review the available billing options, and confirm that the change has been applied.
Available plans, prices, allowances, and subscription-management controls may change. Refer to the plans and billing options displayed in your Agentsy account for the terms that apply to you.

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When to upgrade

Consider upgrading when:
  • Your AI Experience is receiving more conversations than expected.
  • Your message usage is consistently approaching your plan allowance.
  • You are preparing for a launch, campaign, or event that may increase traffic.
  • You want additional capacity for multiple active audiences or use cases.
An upgrade is most useful when it supports genuine demand. More messages alone do not necessarily mean better engagement or more qualified opportunities.

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When to downgrade

A lower-capacity plan may make sense when:
  • Your recent usage is consistently below your current allowance.
  • A temporary campaign or pilot has ended.
  • You are operating a smaller or seasonal AI Experience.
  • You want to reduce recurring costs while continuing to serve visitors.
Before downgrading, consider whether upcoming promotions or anticipated traffic could increase usage again.

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Compare your current usage with your needs

Review your current subscription and recent activity before selecting a plan. For example, if your AI Experience typically uses 1,500 messages per billing period, a plan with a 2,000-message allowance may be suitable under normal conditions. If you are planning a major campaign, you may want additional headroom.
Use actual message consumption—not just the number of registered visitors—to estimate your needs. One visitor may exchange several messages with your assistant.
For more guidance, see Message Usage and Limits.

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How to change your subscription

  1. Sign in to your Agentsy account.
  2. Open the available billing, subscription, or plan management area.
  3. Review your current plan and the available alternatives.
  4. Select the plan that fits your expected usage, if a self-service change option is available.
  5. Review the displayed price, billing terms, effective date, and any adjustment before confirming.
  6. Complete the change and check your updated subscription details.
If you cannot find an option to change plans, contact Agentsy support for assistance rather than creating a second subscription.
Do not assume that a plan change takes effect immediately. The effective date and any charges or credits depend on the subscription terms and billing configuration shown during the change.

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Understand billing adjustments

Agentsy uses Stripe for subscription payment processing. Depending on your subscription configuration, changing plans may involve a billing adjustment. These are possible billing behaviors, not guarantees. Always check the amount and effective date shown before confirming a change. For payment history and invoices, see Payments and Invoices.

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What happens to your AI Experience?

Changing a subscription plan is different from editing your AI Experience’s instructions, knowledge, branding, or website. However, a change in message capacity can affect how much activity your plan supports. Before moving to a smaller plan, review whether the new allowance will accommodate expected visitor conversations.
Do not assume that unused messages carry over, that overages are automatically charged, or that service continues unchanged after a limit is reached. Check the specific terms of your current plan.

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Confirm that your plan changed

After completing a change:
  • Check that the subscription area shows the intended plan.
  • Review the displayed message allowance and billing period.
  • Verify the effective date of the change.
  • Review any updated invoice or payment confirmation, if applicable.
  • Continue monitoring usage to confirm the new allowance suits your needs.
If the plan shown in your account does not match what you selected, avoid repeating the purchase immediately. Review your billing history and contact support if the discrepancy remains.

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Troubleshooting

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I cannot find the option to upgrade or downgrade

Plan management may vary by account or subscription configuration. Review the billing area available to you and contact support if no change option is displayed.

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My new plan is not active yet

Check whether the change was scheduled for the next renewal date. If the displayed effective date has passed and your account still shows the old plan, request assistance.

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I see an unexpected charge

Review the change confirmation, invoice, and any proration details. See Payments and Invoices for more guidance.

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My message allowance does not look right

Confirm which plan and billing period are currently active. See Message Usage and Limits, and contact support if the figures remain inconsistent.

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Plan-change checklist

  • I reviewed recent message usage.
  • I considered upcoming traffic or campaigns.
  • I compared the available plan allowances and prices.
  • I checked the effective date and any billing adjustment.
  • I confirmed the updated plan in my account.
  • I know where to review future usage and invoices.