Upgrading Your Plan
Upgrade your Witzo plan to increase limits and unlock additional features without losing existing data.
Overview
Upgrading your plan increases your usage limits and enables additional capabilities such as fallback lead form, auto follow-up email, CRM integration, and white-label depending on the selected plan.
Note:Plan and subscription structures exist in the current implementation.
Upgrade Flow
Follow these steps to upgrade your plan:
| Step |
|---|
| Go to Dashboard -> Billing. |
| Select the plan you want to upgrade to (Basic or Enterprise). |
| Review included limits and features. |
| Proceed to payment confirmation. |
| Complete checkout. |
After successful payment:
| Result |
|---|
| Your plan status updates. |
| New limits apply immediately. |
| Gated features become available based on the selected plan. |
If you were blocked due to limits (pages, documents, leads, or conversations), those restrictions are lifted according to the new plan.
Billing Changes
When you upgrade:
| Change |
|---|
| Your subscription amount changes based on the selected plan. |
| The billing cycle continues from your current subscription period unless otherwise defined by your payment provider. |
| Plan capability flags update immediately in the system. |
Note:Stripe-based subscription fields exist in the current implementation.
If you upgrade mid-cycle:
| Result |
|---|
| Proration behavior depends on your configured billing setup. |
| The system reflects the active plan immediately after confirmation. |
What Happens to Your Data?
Upgrading does not delete or reset any data.
The following remain unchanged:
| Item |
|---|
| Existing Data Sources |
| Indexed website pages |
| Uploaded documents |
| Conversations |
| Leads |
| Analytics history |
If you previously hit a storage or usage limit:
| Result |
|---|
| You can resume adding new pages or documents. |
| You can capture additional leads. |
| Conversation limits increase according to the new plan. |
No retraining is required unless you manually modify Data Sources.
Important Notes
Feature availability updates instantly after successful upgrade.
Conversation usage reset date does not change during upgrade.
Plan Restriction:Add-on conversation purchases are not fully exposed as a self-serve flow in the current dashboard (Witzo Desc).