Changing your plan

Upgrading, downgrading, and what changes about your data and limits when you do.

Updated Available on Free Agent Pro Agent Advanced Agent Enterprise

You can change plan at any time from your billing settings. Current plans and what’s in them are on the pricing page — we don’t restate them here because they change and this article would go stale.

Upgrading

Takes effect immediately. Your new action allowance, touchpoint count and sync frequency are available straight away, and you’re charged the difference pro rata for the remainder of your billing period.

Upgrade when:

  • You’re consistently hitting your action limit before the month ends
  • You need more touchpoints — usually another location or another review platform
  • You want faster sync, which matters most if negative reviews are your main concern
  • You need a capability gated to a higher plan, like whitelabeling, SSO, or API access

Downgrading

Takes effect at the end of your current billing period, so you keep what you paid for until then.

Before downgrading, check:

Touchpoints. If you have more connected sources than the lower plan allows, you’ll need to disconnect some. Decide which yourself rather than letting it be chosen for you.

Features in use. If you’re using whitelabeling, a custom domain, SSO or the API, confirm they exist on the plan you’re moving to.

Action volume. Look at your recent usage before assuming a smaller allowance will fit.

What happens to your data

Nothing is deleted when you change plan. Your reviews, responses, resolutions, surveys and feedback walls all stay.

What changes is capacity and capability, not history.

Annual billing

Paying annually saves 15%. Worth it if you’re settled on a plan; less so if you’re still working out which tier fits.

Cancelling

Cancel from billing settings. You keep access until the end of the period you’ve paid for. Your data remains available to export — see privacy and your data.

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