Manage plans and billing details
Check the active plan, compare limits, and keep the billing contact ready for invoices.
TopSoft4U needs another support operator. Is a plan change required, or would an add-on work? Start with Billing. It shows the current subscription, allowances and invoice contact so you can decide based on actual usage.
Check the current plan
Open Billing and check the active plan, payment method, renewal date and remaining allowances. Look closely at the usage cards. Running out of operator seats is a different problem from using all your AI credits, even when both affect support work.
Compare plan limits
Scroll to Compare plans to compare operator limits, conversation history, AI credits, and other features. Compare the limit that is actually blocking the team rather than choosing a larger plan by default.
Keep the billing contact current
Under Billing Contact, enter the email address, company name and tax ID used for invoices and payment notices. Check the spelling. If TopSoft4U has a dedicated billing contact, use that rather than copying an address from whichever customer conversation happens to be open.
Review usage and add-ons
Open Usage to see which allowance is approaching its limit. If TopSoft4U needs another feature instead of more seats, compare Add-ons with the current plan first. Manual invoicing can differ from a subscription billed online, so check the billing details before making a purchase.
Confirm the plan change
Use Manage Subscription for the plan change itself. Verify that your account has billing access and the new operator limit fits the team. Return to the plan summary to check that the expected subscription is active. One add-on does not necessarily remove limits in unrelated areas. Keep billing access with the people who approve costs, and keep support operators focused on conversations.
When an allowance is exhausted
Identify the exhausted allowance first. Operator seats, conversation history and AI credits have separate limits. Buying a seat won't automatically add messages to the AI budget, and extra credits won't create another operator account. Compare the plan details with the feature table before approving a purchase.
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