Changing your plan
How to switch plans, what to check first, and what happens to your data.
Plans are at Settings → Plans & Billing. Current pricing is on our pricing page — we don’t restate it here, because prices change and this article would go stale.
Upgrading
Find the plan you want and choose Choose Plan. You’ll be taken to a secure checkout and returned to the billing screen afterwards.
Use the Monthly / Yearly toggle first — annual billing is cheaper if you’re settled on a plan.
Upgrade when:
- You’re hitting your action limit before the month ends
- You want faster review syncing — this is the most common real reason, since Daily, Hourly and Every 15 minutes are tiered → Sync frequency
- You want a longer resolution drafting window than the Free plan’s 1 week
- You need custom branding, a custom tone prompt, or another gated feature
Downgrading or cancelling
Both happen in the billing portal, not in the app. Choose Manage Current Plan or Manage Subscription on the billing screen.
Before downgrading, check what you’d lose:
- Sync frequency drops, so reviews arrive less promptly
- Resolution drafting window may shrink back to a week
- Custom branding and the custom tone prompt are paid features
- Your action allowance falls — look at recent usage before assuming a smaller one fits
What happens to your data
Nothing is deleted when you change plan. Reviews, responses, resolutions, surveys and spotlights all stay. What changes is capacity and which features are switched on.
Gated features look like this
Where something needs a higher plan you’ll see it in place with an upgrade prompt rather than hidden — a Pro badge, a padlock, or an Upgrade to Pro to unlock button. Clicking it explains what the feature does before asking you to pay.
Child workspaces
If your workspace belongs to a parent organisation you won’t see plan cards at all — billing is handled by the parent. → Billing and payments
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