# Upgrade Your Plan


import { PERSONAL_USD, INDIE_USD, FOUNDER_USD, AGENCY_USD, POWER_PACK_USD } from '../../../../shared/constants/pricing';

Your subscription plan determines how many credits you get each month and how many employees you can hire.

## TL;DR

Choose from Free, Personal, Indie, Founder, or Agency plans. Manage everything under Settings, Subscription: upgrade your plan, buy extra credit packs, add payment methods, and view invoices. Upgrades take effect immediately with a fresh credit balance. Downgrades wait until the end of your current billing period.

## Plans and Pricing

| Plan | Monthly Price | Credits | Best For |
|------|--------------|---------|----------|
| **Free** | $0 | 1,000 lifetime + 5,000 signup | Trying the platform, exploring features |
| **Personal** | ${'$'}{PERSONAL_USD}/mo | 5,000/month | Individuals with helper tasks |
| **Indie** | ${'$'}{INDIE_USD}/mo | 13,000/month | Bootstrapped solo operators |
| **Founder** | ${'$'}{FOUNDER_USD}/mo | 26,000/month | Solo founders building a startup |
| **Agency** | ${'$'}{AGENCY_USD}/mo | 105,000/month | Small teams and micro-agencies scaling with AI |
| **Enterprise** | Custom | Unlimited | Custom SLA, dedicated support |

**Free plan:** 1,000 lifetime credits plus 5,000 signup credits (not monthly). One organization max. Great for testing before you commit.

**Paid plans:** Credits reset every billing period. You get a fresh balance each month.

## Where to Manage Your Subscription

All billing is managed under **Settings (gear icon in the sidebar), Subscription**. From there, you have several sub-pages:

| Page | What You Can Do |
|------|-----------------|
| **Current Plan** | See your active plan, status, next renewal date, and credit balance |
| **Available Plans** | Compare all plans side by side and switch to a different one |
| **Credit Usage** | View your detailed credit consumption breakdown and history |
| **Get Free Credits** | Access the referral program to earn bonus credits |
| **Top Up Credits** | Buy a one-time credit pack to add to your balance |
| **Payment Methods** | Add, remove, or change your default credit card |
| **Invoices** | View and download past charges |

## How to Upgrade Your Plan

1. Go to **Settings, Subscription, Available Plans**
2. Compare the plans and click the one you want
3. If you do not have a payment method on file, you will be asked to add one first
4. Confirm the upgrade
5. Your new plan takes effect immediately with a fresh credit balance

**What happens to my old usage?** When you upgrade mid-month, your previous usage is reset. You start clean with the full credit quota of your new plan. No credits are wasted.

## How to Buy Extra Credits (Top-Up Packs)

If you need more credits without changing your plan, buy a one-time credit pack:

1. Go to **Settings, Subscription, Top Up Credits**
2. Choose a pack:

| Pack | Credits | Price | Cost Per Credit |
|------|---------|-------|----------------|
| **Boost** | 1,000 | $6 | $0.006 |
| **Recharge** | 2,000 | $11 | $0.0055 |
| **Power** | 3,000 | ${'$'}{POWER_PACK_USD} | $0.005 |

3. Click "Buy" and the credits are added to your balance right away

**Good to know:**
- Credit packs require a payment method on file. If you do not have one, you will be redirected to add a card first
- Packs are one-time purchases with no auto-renewal
- Top-up credits reset at the end of your billing period, just like plan credits
- If you find yourself buying packs regularly, upgrading your plan is more cost-effective. Two Power packs ($30) give you 6,000 credits, while Personal (${'$'}{PERSONAL_USD}/month) gives you 5,000 credits every month with no extra checkout

## Payment Methods

Go to **Settings, Subscription, Payment Methods** to manage your cards.

- **Add a card:** Click "Add Payment Method" and enter your card details. Visa, Mastercard, and Amex are accepted via Stripe
- **Set a default:** Your first card becomes the default automatically. To change it, add a new card and set it as default
- **Remove a card:** Delete any card you no longer want. If you delete your default, the next card is automatically promoted

A payment method is required to subscribe to a paid plan or buy credit packs. The Free plan does not require a card.

## Invoices and Transaction History

Go to **Settings, Subscription, Invoices** to see all your past charges.

Each entry shows:
- Date of the charge
- Description (e.g., "Founder plan" or "Recharge Credit Pack")
- Payment method used
- Amount charged

This includes both subscription payments and credit pack purchases.

## How to Downgrade or Cancel

### Downgrading to a Lower Plan

1. Go to **Settings, Subscription, Available Plans**
2. Select a lower-tier plan
3. The downgrade is scheduled for the end of your current billing period
4. You keep your current plan and credits until then

**Note:** If your current employee count exceeds the new plan's limit, you will need to remove employees before the downgrade takes effect.

### Canceling Your Subscription

1. Go to **Settings, Subscription, Current Plan**
2. Click "Cancel Subscription"
3. Your plan continues until the end of the current billing period
4. After that, you revert to the Free plan with 1,000 lifetime credits

## What Happens When Credits Run Out

When your balance reaches zero:

- All AI work pauses (chat, scheduled tasks, voice calls)
- A "Credits Depleted" overlay appears on the chat
- The credit bar in the header pulses red

**How to fix it:**
- **Upgrade your plan** for a larger monthly allowance (Settings, Subscription, Available Plans)
- **Buy a credit pack** for immediate credits (Settings, Subscription, Top Up Credits)
- **Wait for your next billing period** when monthly credits refresh automatically

Credits are restored instantly after upgrading or purchasing a pack. No restart needed.

## Billing Per User, Not Per Organization

Your subscription and credits are tied to **your account**, not to any single organization. If you own multiple organizations, your credit usage is pooled across all of them. A Founder user with 26,000 monthly credits cannot use 14,000 in one organization and 13,000 in another (that would be 27,000 total).

## Tips & Tricks

- **Start with Free.** 1,000 lifetime + 5,000 signup credits is enough to test the platform, have several conversations, and see real results before paying
- **Watch the alerts.** You get notified at 25% and 15% remaining credits, giving you time to upgrade or top up before running out
- **Top up for temporary needs.** Buy a credit pack for a one-off project instead of permanently upgrading your plan
- **Upgrade saves money over packs.** If you buy credit packs more than once a month, switching to the next plan tier will be cheaper
- **Refer friends for free credits.** Go to Settings, Subscription, Get Free Credits to share your referral link and earn bonus credits

## Frequently Asked Questions

**Q: What happens if my payment fails?**
A: Stripe retries the charge automatically. Your employees continue working during a short grace period. Update your payment method under Settings, Subscription, Payment Methods to avoid interruption.

**Q: Can I pause my subscription instead of canceling?**
A: There is no pause option. You can downgrade to the Free plan and upgrade again later. Contact support if you need special arrangements.

**Q: Do unused credits roll over to the next month?**
A: No. Both monthly plan credits and top-up pack credits reset at the start of each billing period.

**Q: How do I cancel my subscription?**
A: Go to Settings, Subscription, Current Plan, and click "Cancel Subscription." You keep your current plan until the end of the billing period, then you revert to Free.

**Q: Can I own multiple organizations on the Free plan?**
A: No. Free users are limited to one organization. Paid users can create additional organizations, and credits are shared across all of them.

**Q: When does an upgrade take effect?**
A: Immediately. Your old usage is reset and you get the full credit balance of your new plan right away. You are charged a prorated amount for the remainder of the billing period.

**Q: What payment methods are accepted?**
A: Visa, Mastercard, and American Express credit and debit cards, processed securely through Stripe.