Subscription

Adjust your subscription settings including user seats, AI credits, and billing frequency.

Managing Seats

Seats determine how many users can access the platform. Each active user requires one seat.

Adjusting Seats

1. Click Manage Subscription
2. Adjust the Seat Count slider
3. Review the cost preview
4. Click Save Changes

When adding seats mid-cycle, you pay a prorated amount for the remaining period.

Credits

Credits power AI features like call analysis and customer insights.

Purchasing Additional Credits

1. Click Manage Subscription
2. Use the Additional Credits slider
3. Review the cost and click Save Changes

Additional credits are billed immediately and added to your allocation going forward.

Billing Cycle

Choose between monthly or annual billing. Annual billing typically includes a discount.

Switching to Annual

1. Click Manage Subscription
2. Select Yearly in the Billing Period section
3. Review the savings shown
4. Click Save Changes

Billing Information

Viewing Details

1. Click Manage billing info
2. View company information (name, tax ID, address)
3. Review or update the billing email

Updating Billing Email

1. Open the billing information dialog
2. Enter the new email
3. Click Save

Change Requests

Some organizations require approval for subscription changes.

Submitting a Request

1. Open Manage Subscription and make changes
2. Click Submit Request instead of saving directly
3. Wait for administrator approval

Pending Requests

A yellow banner appears when you have a pending request. You cannot submit new changes until it's reviewed.

For Administrators

Admins see a Change Requests section showing pending requests. Review the changes and click Approve or Reject.