Agiled Docs

Plan changes control which features and limits are available to the workspace.

Only workspace owners or billing admins should change plans. Plan changes can affect feature availability, usage limits, invoices, and payment method requirements.

Treat plan changes as operational changes. They can affect team seats, storage, AI usage, integrations, workflows, and customer-facing flows.

Start A Plan Change

Open Settings.
Go to Billing.
Choose monthly or annual billing if the toggle is available.
Review the available plans.
Select the plan action, such as upgrade.
Complete checkout in the billing flow.

After checkout, return to Agiled and confirm the plan and usage limits updated.

If checkout opens in a billing provider page, complete the provider flow and return to Agiled from the success page. Do not close the tab until the provider confirms the change.

Keep the billing portal receipt or subscription status available until Agiled shows the updated plan.

Before Downgrading

Review current usage first. If the workspace is above a lower plan limit, some features may stop accepting new records until usage is reduced or the plan is changed again.

Before upgrading, confirm the workspace owner, billing email, tax details, and payment method are correct. Before downgrading, export important reports and check whether team seats, storage, workflows, AI credits, connected accounts, or public pages will exceed the lower limit.

Also review active customer-facing workflows. A plan change can affect limits for automations, users, storage, integrations, or AI usage that customers do not see directly until something stops working.

Before Upgrading

Confirm the upgrade solves the actual limit or feature gap. Check current usage, required add-ons, seats, AI credits, integrations, storage, and billing interval before checkout.

If the upgrade is needed for a customer-facing workflow, test that workflow after checkout instead of assuming the billing page update is enough.

After Changing Plan

Confirm:

Plan name and billing interval.
Usage cards and limits.
Add-ons or seats.
Latest invoice or receipt in the billing portal.
The feature that triggered the plan change now works.

If the plan does not update after checkout, refresh Billing and check the billing portal for subscription status or failed payment messages.

Communicate Access Changes

Tell admins and module owners when a plan change affects limits they rely on. Seat limits, storage limits, automation limits, AI usage, connected apps, public pages, or billing features can affect daily work even when the billing page itself looks correct.

For downgrades, schedule the change after exports, customer-facing sends, workflow runs, or billing reviews that depend on the current plan. For upgrades, test the specific blocked feature immediately after checkout so the team knows the change solved the problem.

Plan Change Checklist

Before confirming:

review current usage and projected usage
confirm billing interval
confirm tax and billing email
confirm payment method
review add-ons or seats
tell admins when limits or access will change

After confirming, test the feature that required the plan change instead of only checking the billing page.

Tell admins when a downgrade or upgrade changes limits that affect their daily work.

If Checkout Does Not Finish

If the provider checkout fails or the plan does not update, do not repeat the purchase several times. Check the billing portal, payment method, failed invoice or subscription status, and Agiled billing page. Contact support with the workspace, plan name, timestamp, and provider status if the mismatch continues.

Change Plan