On this page
Every workspace starts on a 14-day free trial with no card.
The trial is not a cut-down version. Every feature of the plan you picked is on, your bot answers real customers on your real number, and the leads you collect are yours whatever happens next. That is the point: a trial you cannot run your business on tells you nothing.
Subscribing
You can subscribe at any point during the trial from Admin → Billing, with Choose a plan and then Subscribe to the plan you want. Only the owner can. Subscribing early does not add to the trial: your paid period starts the day you subscribe and the rest of the trial is not carried over. So there is nothing to gain by doing it early, and nothing lost by waiting for the end.
One thing is required first: your email address must be verified. It is the only action in the product that verification actually gates (Verifying your email).
You will not be surprised by the end date. The Billing page shows the days left, the owner gets an email three days before the trial ends, and in the last seven days a banner on the dashboard (shown to owners and admins) says how long is left. Cancel trial on the Billing page is there too: the trial then ends on its date and does not turn into a subscription, and Resume subscription takes that back.
When the trial ends without a subscription
The workspace becomes read-only. Precisely that, and nothing more:
- Nothing is deleted. Every lead, conversation, message, record and setting stays exactly where it is.
- Everything that would change something stops. Saving a setting, replying to a lead, adding a record and the like are refused, and the screens tell you why rather than failing quietly.
- Your bot stops answering. A message from someone already in a conversation is still saved. A message from a new number is not answered and no lead is created.
- You can still sign in. The dashboard is replaced by a screen that says the trial has ended and, for the owner, offers the plans. Billing, Team, Your account and the Guides stay open, and your team can sign in and change their own password.
Subscribing restores everything immediately. There is no re-import, no restore step, and no window in which the data ages out.
If your trial ends while you are still deciding, ask us and we can extend it. That is a normal thing to ask for.
If you cancel a paid plan
Access continues until the end of the period you already paid for. Cancelling on day two of a month does not take back the other twenty-eight — you bought them. Until that date you can Resume subscription on the Billing page, and the dashboard shows a banner with the date it ends.
At the end of that period the workspace becomes read-only in exactly the sense above.
A payment that fails
The same rule. A subscription marked past due keeps working to the end of its current period, which is a grace window rather than an instant cut-off. Fix the payment inside it and nothing changes at all.
Changing plan
At any time, up or down. During the trial you simply pick another plan to try. On a paid subscription the owner changes plan from the Billing page, and your limits change to the new plan's immediately.
A plan change that would leave you over its limits is refused. Moving down to a plan with fewer team members than you have, for example, does not go ahead, and nothing is deleted or switched off on your behalf. A message, "That plan is smaller than your current usage", lists what is over, each by its label on the usage card ("Team members: 6 of 3", with your own word for records), as what you use against the new plan's limit. Bring that down yourself (deactivate a member, remove a record), then change plan. A monthly meter you have already used past the new limit counts too, and clears when the month resets.
What each plan includes
On the pricing page, generated from the same registry the platform enforces, so it cannot drift from what your workspace actually does. Deliberately not repeated here: a number written into an article is a number that goes stale.
The mechanics — what is counted, when it resets — are in Plans, limits and meters.