With a pay monthly subscription (no contract), upgrading from Essential or downgrading from Advanced is easily managed from Billing > Subscription.

To upgrade your plan on a pay monthly subscription, click on your avatar in the bottom left to open the menu, then click on Billing.

Below your current plan, select View upgrade options.

Here, you'll be able to:

Fin AI Copilot is a personal AI assistant designed to revolutionize support agent efficiency. All teammates with a full seat will have access to Fin AI Copilot included usage (available to use on 10 conversations/tickets per month). Unlimited usage can be purchased as a flexible per seat add-on for each teammate on any plan.

From Settings > Teammates, you’ll find a column for “Fin AI Copilot”.

Next to each teammate, you can select from the following options:

If you’re looking to enhance your Proactive Support messaging, you can purchase Proactive Support Plus as an optional add-on to your monthly subscription.

This add-on can be added to your plan by creating a new message from Proactive Support and clicking on the purple upgrade icon next to the following message types: Post, Mobile Push, Carousel, Product Tour, or Survey.

To downgrade your plan on a pay monthly subscription, click on your avatar in the bottom left to open the menu, then click on Billing.

Below your current plan on the Subscription page, select View upgrade options.

Here, you'll be able to select the Essential plan and then click Downgrade now.

To remove Proactive Support Plus from a pay monthly subscription (no contract), go to Billing and select Subscription.

Simply click Manage Add-On and then select Remove product to remove it from your current plan.

Once removed, you’ll retain access to the Proactive Support Plus add-on until the end of your current billing period and you won’t be billed for this add-on in the next period.

If you have a contracted subscription, you'll need to contact your Account Manager about removing Proactive Support Plus.

With an annual subscription, you can upgrade your plan, add seats, and manage add-ons from the Manage subscription page.

To upgrade from Essential to Advanced on a pay yearly subscription, click on your avatar in the bottom left to open the menu, then click on Billing.

Now click on Manage subscription from the left menu.

Under Your plan you'll be able to select Advanced and see the estimated upgrade cost if you choose to upgrade your plan (with your current number of seats).

You can increase the seats available on your annual subscription by navigating to Billing > Manage subscription and clicking on Seats.

Here, you can increase the Full seats (billed yearly) and see an estimated upgrade cost of adding these seats to your yearly subscription before clicking Purchase upgrade.

Fin AI Copilot is a personal AI assistant designed to revolutionize support agent efficiency. All teammates with a full seat will have access to Fin AI Copilot included usage (available to use on 10 conversations/tickets per month). Unlimited usage can be purchased as a flexible per seat add-on for each teammate on any plan.

If you purchase Fin AI Copilot unlimited usage for 1 or more full seats on your plan, you can then select which teammates have unlimited access from Settings > Teammates.

If you’re looking to enhance your Proactive Support messaging, you can purchase Proactive Support Plus as an optional add-on to your yearly subscription.

This add-on can be included in your yearly subscription by navigating to Billing > Manage subscription and clicking on Add-ons.

Here, you can select Proactive Support Plus and see an estimated upgrade cost before clicking Purchase upgrade.

It's not possible to downgrade your plan if you're on a pay yearly subscription. We’ll email you before your subscription renews to see if you want to change your subscription.

It's not possible to remove Proactive Support Plus if you're on a pay yearly subscription. We’ll email you before your subscription renews to see if you want to change your subscription.