1
Click your profile icon (bottom-left corner of the dashboard).
2
From the dropdown menu, select Settings.
3
You’ll be directed to the account settings page, where you’ll find sections for managing your plans, usage, billing, and overages.
Managing Your Plans
From the sidebar click the plan and billing.- Plan Type: Indicates your current subscription tier (e.g., Free, Starter, Professional, Business, or Enterprise).
- Status: Shows whether your plan is active, incomplete, or expired.
- Usage Summary Bar: Displays the total minutes used out of your included monthly allowance.
- Renewal Date: The date when your plan will automatically renew.
- Manage Plan: Click this button to view or modify your subscription.
Total Usage Summary
This section provides a breakdown of how your organization is using its minutes and estimated call time savings. It includes:- Total Usage: Total number of minutes used during the current billing period.
- Total Overage: The number of minutes used beyond your plan’s included quota.
- Estimated Monthly Usage: A projection of your monthly call activity based on current patterns.
- Cost Savings Insight: Displays how much agent time (and equivalent cost) your AI agents have saved.
Billing History
The billing history section shows a record of your invoices and payments. You’ll see:- Invoice Date: The date the invoice was issued.
- Status: Indicates whether an invoice is paid or pending.
- Amount: The total billed amount for that period.
- Invoice: Opens a detailed invoice document in a new window.
- Usage Report: Provides a breakdown of how minutes were consumed across agents and call types.
Upgrade or Downgrade Your Plan
To modify your plan:1
Click Manage Plan on the Plan & Billing page.
2
You’ll see available subscription plans.
3
Choose between Monthly or Yearly (33% off) billing options.
4
Click Upgrade or Downgrade to switch plans.
5
The change takes effect immediately, and billing adjusts on your next cycle.