> ## Documentation Index
> Fetch the complete documentation index at: https://docs.autocampaign.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Plans & trials

> Start a card-free trial, pick a plan, change or cancel it, and understand usage alerts and what happens when you run out of credits.

## Overview

Every new [workspace](/getting-started/glossary#workspace) starts on a
**card-free [trial](/getting-started/glossary#trial)**. When you are ready,
choose a [plan](/getting-started/glossary#plan), and Autocampaign AI bills it
monthly or yearly through a secure checkout page run by our payment provider.
Manage all of it at **Account → Plan & Billing** in the sidebar (`/billing`). The
page is titled **Plan & subscription** and has three tabs: **Plans &
subscription**, **Usage**, and **Invoices**.

<Tip>
  **In short:** 1) Your trial starts free — no card needed. 2) Choose a plan when ready and pay at checkout. 3) Change, cancel, or reactivate any time from Plan & Billing.
</Tip>

<Info>
  **Time to complete:** \~10 minutes  ·  **Difficulty:** Beginner  ·  By default, only Owners and Admins can
  view this page and change plans, buy add-ons, or cancel. Members without billing
  access don't see the sidebar entry.
</Info>

## Before you start

* Sign up from the pricing page if you can: its buttons open
  `/signup?plan=…&billing=monthly|yearly`, and the signup form shows
  **Selected plan: … · free trial — no credit card needed**. The same selection
  carries through **Continue with Google** and **Continue with Microsoft**.
* Signing up without a plan in the link starts the trial on the default plan.
  Invited teammates join an existing workspace and don't get their own trial.
* Prices, limits, and included [credits](/getting-started/glossary#credits) are
  shown in-app on each plan card and may change. See
  [Credits & usage](/billing/wallet-billing) for how credits work.

## Understand your trial

The trial starts automatically at signup — no card, nothing to charge. Your
subscription shows the **Trialing** status, and the plan card lists **Trial ends**
with the date.

* The app header shows **Trial · N days left**, linking to Plan & Billing. It turns
  amber in the last 3 days and reads **Trial ended — choose a plan** once it's over.
* The plan card repeats the countdown with a **Choose a plan** button.
* During the trial you have the selected plan's limits and its included credits;
  track them on the **Usage** tab.

<Note>
  If the plan in your signup link is no longer offered, the trial starts on the
  default plan instead. If the trial couldn't start at all, `/billing` shows the
  plan catalog (**Choose the plan that fits your business**) so you can pick one.
</Note>

### What happens when the trial ends

Nothing is charged. The billing page switches to **Your trial has ended** — "No
card on file, so nothing was charged — and everything you built is still here" —
above the plan catalog. Your data is kept, but the subscription is locked:
outgoing sends are held back and anything your plan controls is blocked until
you choose a plan.

## Choose a plan

<Steps>
  <Step title="Pick monthly or yearly" icon="calendar">
    Use the **Monthly** / **Yearly** toggle. Plans without a yearly price show
    **Monthly billing only**.
  </Step>

  <Step title="Choose plan" icon="hand-pointer">
    Compare features, **Limits**, and **Includes … credits** on each card, then click
    **Choose plan**. The button reads **Redirecting…** while the secure checkout
    page opens. Enter your card there.
  </Step>

  <Step title="Return to the app" icon="check">
    You land back on Plan & Billing with a **Payment received** banner while your
    plan activates ("this page updates automatically in a few seconds"). If it
    takes longer, the page says so and keeps refreshing. Leaving checkout shows
    **Checkout cancelled — nothing was charged**.
  </Step>
</Steps>

## Change your plan

<Steps>
  <Step title="Open the plan picker">
    On **Plans & subscription**, click **Upgrade** on your plan card. The
    **Upgrade or change plan** dialog shows every plan; cheaper ones are labeled
    **Downgrade**, pricier ones **Upgrade**.
  </Step>

  <Step title="Confirm">
    Upgrades apply straight away. On your next invoice you pay only for the part
    of the period you used the new plan (this is called prorating). You'll see
    **Plan updated — your new limits and credits apply now** or, if the change is
    still being confirmed, **Upgrade submitted**. A new checkout only opens when a
    card is needed.
  </Step>

  <Step title="Review a downgrade">
    Downgrades open **Downgrade to …?**, listing **Limits that will shrink**,
    **Features you will lose**, and reduced **Included credits**. If you're already
    over a new limit, existing items are kept but you can't add more. Click
    **Downgrade anyway** or **Keep current plan**. Downgrades take effect
    immediately. Included credits are reduced in proportion to the time left in
    the period, and any price difference is credited on your next invoice.
  </Step>
</Steps>

## Update your card and find invoices

* Click **Manage plan** on the plan card to open the secure billing portal (a
  page run by our payment provider), where you update your card. Add-on
  purchases charge the saved card directly.
* The **Invoices** tab lists **Invoice history** with billing period, amount, and
  status (**PAID**, **OPEN**, **VOID**, **UNCOLLECTIBLE**). Use **View invoice** or
  **Download PDF**. Invoices stay available after a subscription ends.

## Read usage alerts

Alerts step up at **70%**, **85%**, and **100%** of a limit:

* **Approaching plan limits** — "You're using most of your …" (70%) and "You're
  getting close to your … limit" (85%).
* **Resource limit reached** — "Your … are used up" (100%).

Each alert has **Buy more** and **Upgrade plan** buttons. Alerts for sending
resources (SMS, Email, Voice minutes, AI credits, Storage) appear on every page.
Alerts for count limits (contacts, tags, segments, and so on) appear only in the
affected area and on the billing page. Only members with billing access see
them. Dismissing an alert hides it for good; restore it with **Show hidden usage
alerts** on the **Usage** tab. A **Credits running low** notification also reaches
billing members, at most once per credit pool (one balance per type, such as
SMS or email) per day.

<Note>
  A plan can set its own first warning point, in which case that replaces 70%. The
  85% and 100% steps are fixed.
</Note>

## What happens when you run out of credits

When a credit pool hits zero, the **Usage** tab shows **Out of credits** — "sends on
these channels will fail until you top up" — with a **Buy credits** button.

* **Campaigns and sequences:** the run pauses on its own rather than failing.
  Message rows show **Out of credits** (or **Payment overdue**, **Subscription
  inactive**, **Plan limit reached**, **Not included in plan**). Top up, then
  click **Resume**; held messages send from where they stopped.
* **Direct actions** (inbox replies, AI runs): the action is refused with
  **Not enough credits — buy a credit pack to continue.** Hitting a count limit
  shows **Plan limit exceeded**, and a feature outside your plan shows
  **Your plan does not include this feature — upgrade to unlock it.**
* **Overdue payment:** status becomes **Past due** or **Grace period** (with the
  end date on the plan card). Sends are held back with
  **Your payment is overdue — update your payment method to restore service.**

## Cancel or reactivate

<Steps>
  <Step title="Cancel">
    Click **Cancel** on the plan card, then **Cancel subscription**. Your plan stays
    active until the end of the current period; the card shows **Cancels on** with
    the date.
  </Step>

  <Step title="Change your mind">
    Click **Reactivate** any time before that date and the plan renews as usual.
  </Step>
</Steps>

After the period ends, the page shows **Your subscription has ended** — "your data
is untouched" — with the plan catalog and your invoices.

## FAQ

<AccordionGroup>
  <Accordion title="Do I need a card to start?">
    No. The trial starts at signup with no card, and you're only asked for one when
    you choose a plan.
  </Accordion>

  <Accordion title="Is my data deleted when the trial ends?">
    No. Everything is kept; sending resumes once you subscribe.
  </Accordion>

  <Accordion title="Can I switch between monthly and yearly?">
    Yes — pick the option in the **Upgrade or change plan** dialog. Some plans
    are monthly only.
  </Accordion>

  <Accordion title="Who gets usage alerts?">
    Members whose role can view billing (Owner and Admin by default). See
    [Users & roles](/getting-started/users-roles).
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="I paid but still see the plan catalog">
    Activation usually takes seconds. If the page reports a delay, wait a few
    minutes and reload; contact support if the plan never appears.
  </Accordion>

  <Accordion title="Plans or subscription details won't load">
    The page shows **Billing temporarily unavailable** or **Subscription
    unavailable** with **Retry**. Nothing was changed — try again shortly.
  </Accordion>

  <Accordion title="A campaign paused on its own">
    Check the message rows' failure reason. Buy credits, update your card, or fix
    the plan limit, then **Resume** the campaign.
  </Accordion>
</AccordionGroup>

<Card title="Credits & usage" icon="gauge" href="/billing/wallet-billing">
  Track balances, buy add-ons, and set up auto top-up.
</Card>