Upgrading & checkout
Use the Upgrade modal or Polar checkout to move between plans. Learn how Starter → paid and Pro → Advanced upgrades behave.
- From gated features (web search, Drive import, MCP) via the Upgrade CTA.
- Settings → Usage page upgrade banner.
- Billing page links to the billing portal for existing subscriptions.
- Upgrade modal opens Polar checkout.
- Choose monthly/yearly plan; after payment you're redirected back with checkout_id or customer_session_token in the URL.
- Usage page auto-refreshes to reflect the new plan and clears query params.
- Upgrade modal triggers a swap (prorated) without a new checkout.
- After swap, usage and limits update automatically.
- For active subscriptions (non-Enterprise), use Billing page to open the portal and manage payment methods/invoices.
- Enterprise billing is handled offline.
- Plan limits: bots/files/storage/messages/tokens update to the new plan.
- Feature gates: web search, Drive imports, multi-store attach, MCP slots unlock per plan.
- Usage cards and Settings → Usage reflect the new entitlements after refresh.
- If checkout returns without updating, refresh the Usage page to finalize the plan change.
- Ensure the URL query params (checkout_id / customer_session_token) are present after returning from checkout; they are cleared automatically once applied.
- For billing failures, retry checkout or contact support.
Next up
See how usage and quotas are tracked after you upgrade.