Plan & Billing

Requires the Manage plan & billing user permission to view and edit.

Plans and billing apply only at the company level.

To manage the company's subscription plan, add-ons, and billing details, go to the settings panel and select Plan & Billing.

See Proto pricing for details on subscription plans, add-ons, and their features.

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Manage Plan & Add-Ons

Change plans

To upgrade:

1. Expand the toolbar with the Proto icon button, if it's not already.

2. In the expanded toolbar is the company's monthly interactions counter. Select Upgrade to go to the Stripe checkout page for the next plan.

3. Complete checkout.

To downgrade:

1. Go to the Main Dashboard.

2. Start a conversation with the Proto platform bot.

3. Submit a "Create ticket" message to trigger the ticket input.

4. Request a downgrade to the specified plan. A member of our staff will promptly follow up to confirm the plan change.

Enterprise Max Add-on

The Enterprise Max add-on is a monthly subscription with extended features, layered on top of an existing Enterprise plan.

To purchase or remove the add-on, follow the upgrade steps above to access the Stripe billing page.

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Manage Billing & Invoices

In Plan & Billing settings, select Manage billing, View invoices, or Update payment method which navigates to the Stripe billing dashboard. Here you can:

• Manage payment methods

• Manage billing info

• Review and download invoices