How to Upgrade Your Workspace Plan

Upgrading your workspace unlocks premium platform features such as advanced AI capabilities, higher automation limits, and dedicated team management tools. Whether you're moving to the Pro AI or Teams plan, learning how to upgrade your workspace plan is straightforward and securely handled.

This guide provides the complete steps to process your upgrade.

Steps to Upgrade Your Plan

1. Access Workspace Settings

From your main dashboard interface, locate your team navigation menu and click on Settings. This is often represented by a gear icon (⚙️).

2. Open the Billing Interface

Navigate to the Billing or Subscriptions tab within your settings menu. This page displays your currently active plan.

3. Initiate the Upgrade Process

Click the Upgrade button. This action will launch a dedicated upgrade window directly over your dashboard.

4. Select Your Billing Cycle

At the top of the modal window, use the toggle to choose between Monthly and Annual billing. Note that selecting the annual option generally provides a discounted rate for your subscription.

5. Choose Your Plan Tier

Compare the available plans, such as Free, Pro AI, and Teams, and review their specific feature limits. Click the primary action button located under your desired plan to proceed.

6. Complete the Checkout Securely

The platform will process your request and securely redirect you to the payment gateway. Enter your company's credit card details and billing address.

7. Confirmation and Activation

Once the transaction is successful, you will be automatically redirected to a confirmation screen. Your new features and expanded limits will be applied to your workspace instantly.

💡 Important Note on Team Pricing

If you are upgrading to a per-user tier (like the Teams plan), your initial checkout total is automatically calculated based on the number of active team members currently occupying seats in your workspace.