How Presbot billing and upgrades work

Use your account as the source of truth

Your Presbot account and the current pricing page show the plan and billing details available to you.

Because pricing and plan features can change, review the information shown in your account before making a billing decision.

What billing usually includes

Your subscription may reflect the plan you selected, the billing period, and the features or usage included with that plan.

Review:

• Your current plan name
• The billing period
• The renewal date
• The current price
• Usage or feature limits
• The payment method on file

Before upgrading

Upgrade when your current plan no longer supports the way you are using Presbot.

Common reasons may include:

• You need more assistant capacity
• Your visitor activity has grown
• You need additional features
• You are adding another website or assistant
• Your lead capture needs have increased

Review how to choose the right Presbot plan before changing subscriptions.

Check the effective date

Before confirming a change, check when the new plan or price will take effect.

A plan change may apply immediately or at another point in the billing cycle, depending on the billing options shown in your account.

Read the confirmation screen carefully before completing the change.

Look for prorated charges or credits

When a subscription changes during a billing period, the account may show an adjustment, credit, or prorated amount.

Use the amount shown in the billing flow as the source for the specific change you are making.

Do not assume that every upgrade or downgrade is handled the same way.

Before downgrading

Check whether your current use fits within the lower plan.

Review:

• The number of assistants
• Your content and Knowledge needs
• Recent visitor activity
• Lead capture usage
• Any features you currently rely on

A lower plan may require you to reduce usage or change how the assistant is configured.

Keep billing information current

Update your payment method and billing details when they change.

Outdated payment information can interrupt renewals or create unnecessary account work.

Use accurate business and contact details so billing messages reach the right person.

Review invoices and receipts

Keep invoices or receipts with your normal business records.

Check that the plan, amount, billing period, and business details are correct.

If something looks unfamiliar, compare it with your recent plan changes before contacting support.

Know who manages the subscription

For team accounts, decide who is responsible for:

• Plan decisions
• Payment information
• Invoices
• Renewal notices
• Usage reviews

Clear ownership helps prevent accidental changes and missed billing messages.

Review usage before renewal

Use renewal time as a simple checkpoint.

Ask:

• Are we using the plan well?
• Has website activity changed?
• Are visitors using lead capture?
• Do we need more or less capacity?
• Is the assistant being maintained?

This helps you keep the plan aligned with real use.

Billing checklist

• You know your current plan
• You know the renewal date
• The payment method is current
• You reviewed the effect of a plan change
• You checked for any adjustment shown
• The new plan fits your expected use
• The right person receives billing notices

Next steps

Compare the current options on the Presbot pricing page and review how to choose the right plan.