Before you start
Before you start, sign in to the dashboard and select the organization you want to work in.- You need the Admin or Billing role. Members with the Auditor role can open Billing but see no upgrade buttons. When the upgrade dialog opens for another role, its Premium card shows Ask billing admin instead of checkout.
- Only a Free organization can upgrade from the dashboard. Enterprise organizations change their contract through their account manager. See Enterprise below.
Read the Billing page
Open Settings and select Billing. The page header reads “Plan, usage, seats and payments.” and has two tabs: Overview and Campaign wallet. On a Free organization the header shows an Upgrade to Premium button. On a paid plan it shows Manage billing, which opens the Stripe billing portal in a new tab.The plan card
The card at the top of Overview shows your plan and this cycle’s conversation count.
Below the badge, the Plan conversations section shows how many conversations are left, a usage bar, and a status pill such as Healthy or Getting close. On Free the section ends with an Upgrade for more link. On Premium without conversation packs it ends with a Buy more button, described on Conversation usage.
The Plan limits card
On Free, a Plan limits card sits under the plan card. It lists Agents, Knowledge bases, and Tools with a bar and a count such as2 / 2. When you try to create a resource past its limit, an error message names the limit and asks you to upgrade. On Premium these three limits are unlimited and the card does not appear.
Upgrade to Premium
1
Open Settings and select Billing
On the Overview tab, select Upgrade to Premium in the page header.
2
Review the plans in the dialog
A dialog titled Explore TARS plans opens with three cards: Free, Premium, and Enterprise. Your current plan card carries a Current label and a disabled Current plan button.
3
Choose Monthly or Yearly
Use the Monthly / Yearly switch above the cards. With Yearly on, a Save badge shows the discount percentage and the Premium price becomes a per-year amount.
4
Select a conversation volume
On the Premium card, drag the Conversations required per month slider. The labels under the slider show each available volume, for example 2K. The price above the slider updates as you move it.
5
Start checkout from the Premium card
Select Upgrade to Premium on the Premium card. The button reads Redirecting… while the Stripe checkout page opens in the same tab.
6
Pay in Stripe checkout
Enter your card details and confirm. Prices are in USD.
Change the billing period on Premium
On Premium, the plan card shows a Monthly / Annual segment control next to a Change link. The Annual segment label includes the yearly discount percentage. Selecting the inactive segment or Change opens the Stripe billing portal in a new tab, where you change the subscription. The dashboard picks up the change from Stripe and updates the price and the Renews date on the card.Cancel your Premium plan
Cancellation takes effect at the end of the current billing period, not immediately.1
Scroll to the bottom of the Overview tab
A Cancel subscription row reads “Downgrade to Free at the end of your billing period.” Select Cancel plan.
2
Read the Cancel your Premium plan? dialog
The dialog names the date you keep everything until. It then lists what ends after that date.
3
Confirm or back out
Select Cancel subscription to schedule the cancellation. Select Keep Premium to close the dialog with no change.
- Your paid conversation allowance ends and Free plan limits apply.
- Advanced models revert to free models only.
- Live-chat seats deactivate, so human agents cannot reply.
- WhatsApp campaigns pause.
- Conversation credits pause. Resubscribe within their validity to use them again.
