Switching Plans

Upgrade, downgrade, or change which agents are on your plan.

You can change your plan at any time from the billing dashboard.

When you upgrade (e.g., from 1 Agent to 2 Agents):

The change takes effect immediately

You're charged a prorated amount for the remainder of your billing cycle

Your new agent is available to configure right away

When you downgrade (e.g., from 3 Agents to 2 Agents):

The change takes effect at the end of your current billing cycle

You keep access to all agents until then

You'll need to choose which agents to keep before the switch

If you want to swap which agents you're using (e.g., replace OmniCalls with OmniReach):

Go to Settings → Billing → Manage Plan

Click Change Agents

Select your new agent configuration

Confirm — the swap is instant

Monthly → Annual: Takes effect immediately, prorated credit applied

Annual → Monthly: Takes effect at the end of your annual term

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