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KnowledgeBase
Billing & Configurations
Manage users, roles, permissions, billing, and organization settings.
Introduction to Settings & Administration
Your admin control center. Find every setting from the Setup page, and jump to the right guide for users, security, channels, billing, and more.
Organization Settings
Set your company identity, logo, contact details, address, and home currency — the org-wide settings used across the CRM and on customer documents.
Billing & Subscription
Manage your plan, seats, payment method, invoices, and prepaid channel credits — and understand plan limits and upgrades.
Change Your Plan: Upgrade, Downgrade & Yearly Billing
Compare plans side by side, choose monthly or yearly billing as a first-time subscriber, and upgrade or downgrade with a live proration preview and a usage pre-check before anything changes.
Manage Seats & Per-User Billing
See how many user seats you have purchased versus used, add or remove seats, and preview the exact prorated charge or credit before you confirm the change.
Marketing Channel Credits & Auto-Recharge
Top up per-channel credit wallets for WhatsApp, Email and the AI Agent, watch 30 days of daily usage, read your credit log, and set per-channel auto-recharge so a channel never runs dry mid-campaign.
Export Your Data
Export any module’s records to Excel or CSV, then track and download your export files from the Export history center.
How to Cancel Your Subscription (and What Happens Next)
Submit a cancellation request with a reason, and understand the retention offers you may see along the way. Requesting cancellation files a ticket for the team to follow up; it never ends your subscription instantly.
