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Upgrading or downgrading your plan

How to change your Costello plan, when changes take effect, and what happens to your data.

Upgrading or downgrading your plan

You can change your Costello plan at any time from the Billing section of your workspace settings. Changes take effect immediately.

Upgrading

  1. Go to Settings → Billing in your Costello workspace.
  2. Click Upgrade on the plan you want.
  3. Enter your payment details if you haven't already.
  4. Confirm. The new plan activates instantly.

When you upgrade mid-cycle, you're charged a prorated amount for the remainder of the current billing period. For example, if you upgrade halfway through a month, you pay half a month's difference between your old and new plan price.

Your message allowance resets at the start of your next billing cycle (not immediately on upgrade), so upgrading in the middle of a month won't restore messages you've already used this cycle.

Downgrading

  1. Go to Settings → Billing.
  2. Click Change plan and select the lower plan.
  3. Confirm the downgrade.

Downgrades take effect at the end of your current billing period — you keep full access to your current plan until then. You won't be charged for the next cycle at the higher rate.

Things to check before downgrading:

  • Channels: Growth supports 2 channels; Free supports 1. If you're on Growth with Instagram and Messenger connected, downgrading to Free will disconnect one channel. Costello will prompt you to choose which one to keep.
  • WhatsApp: Unlimited only. Downgrading from Unlimited disconnects WhatsApp automatically at the end of the period.
  • Message cap: The lower plan's cap applies from your next billing cycle. If you've already used more messages this cycle than the new plan allows, the current cycle isn't affected — the cap kicks in next month.

Cancelling

Cancellation is the same flow as downgrading — go to Settings → Billing and click Cancel plan. Your paid features remain active until the end of the billing period you've already paid for; after that your workspace drops to Free.

Your data (conversations, knowledge base, settings) is retained for 90 days after cancellation in case you return.

Next steps

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