How to review Presbot usage before changing plans

Start with how Presbot is being used

A plan decision should reflect real needs rather than guesswork.

Review the current account, recent visitor activity, assistant content, and follow-up workflow before upgrading or moving to a smaller plan.

Review the current plan details

Use your account and the current Presbot pricing page as the source for plan names, limits, and features.

Plan details may change, so avoid relying on an old note or screenshot.

Count the assistants you actively need

Review whether each assistant serves a clear website, brand, location, or audience.

Remove abandoned experiments from your planning and focus on assistants that provide real value.

Review visitor activity

Look at recent patterns rather than one unusually busy or quiet day.

Consider seasonal campaigns, product launches, and changes in website traffic.

Choose enough room for normal variation without paying for capacity that is unlikely to be used.

Review content needs

Consider how many Quick topics, saved answers, and Knowledge entries are genuinely useful.

Do not add content only to fill an allowance. Helpful content should respond to real visitor needs.

Review lead capture

If lead capture is central to your website, consider:

• How many requests are received
• Whether the team follows up consistently
• Whether the captured information is useful
• Whether more visitor paths need follow-up

Review how to review and manage captured leads.

Consider team workload

A larger plan is only useful when the team can maintain the content and respond to visitors.

Review who owns updates, testing, lead follow-up, and billing decisions.

Check upcoming changes

Consider planned website launches, campaigns, new locations, or service changes.

Use confirmed plans rather than distant possibilities.

Before upgrading

Confirm that the current plan is limiting an important visitor or team need.

Write down the specific problem the upgrade should solve.

Before downgrading

Check whether the lower plan supports your active assistants, current activity, content, and follow-up workflow.

Review what may need to change before confirming the plan change.

Read the billing confirmation carefully

Before completing a change, review the price, billing period, effective date, and any adjustment shown in your account.

Use the billing screen as the source for the specific transaction.

Usage review checklist

• Current plan details were checked
• Active assistants were counted
• Recent visitor activity was reviewed
• Useful content needs were considered
• Lead capture was reviewed
• Team workload was considered
• Upcoming changes are confirmed
• The reason for changing plans is clear
• Billing details were read before confirmation

Next steps

Review how to choose the right Presbot plan and how Presbot billing and upgrades work.