# Upgrading your Account Section: Billing & Subscription Description: Choose your Tidio packages and add-ons, go through checkout, and find where to manage your subscription afterwards. Verified against Tidio panel 12.304.0 Last updated: 2026-11-06 Source: https://help.tidio.com/articles/upgrading-your-account/ If you're ready to unlock Tidio's premium features and take your experience to the next level, you're in the right place\! **In this article, you'll learn:** - [How to select the right plan]() - [How to upgrade your account]() - [How to manage your subscription]() - [What our refund policy is]() See all of our current plans on our [pricing page](). If you'd like to see a general overview of what we currently offer, please see [this article]() about our available packages. ## Select your packages The [pricing page]() will give you an overview of the available packages and their feature sets. When you enter the pricing page, you will see two main navigation options to choose from at the top: **Lyro AI Agent + Tidio Help Desk **and **Lyro AI Agent only**. This simply changes the layout of the pricing page and the visible options, so that you can focus on the aspect of Tidio that you're interested in. ![The pricing page offers "Lyro AI Agent + Tidio Help Desk", currently selected, or "Lyro AI Agent only" for adding AI to another help desk.]() Underneath, you can also switch between the **monthly and annual billing options**, which let you see the different monthly costs associated with each. #### Lyro AI Agent + Tidio Help Desk Under the **Lyro AI Agent + Tidio Help Desk** option, you will see **four main packages** with their highlights: **Starter**, **Growth**, **Plus**, and **Premium**: ![The Starter, Growth, Plus, and Premium plans compare monthly prices, conversation limits, included features, and trial or sales options.]() In this mode of navigating the Pricing page, you can **calculate your possible costs** with a helpful tool. Use the available sliders to select the** number of billable conversations** you're expecting to have per month, as well as the **number of Lyro AI conversations**, and the **number of visitors reached with Flows**. These packages include features useful for providing support through live agents, accessing detailed analytics, and customizing your workflow to suit your needs. ![The cost calculator has sliders for billable conversations, Lyro AI conversations, and visitors reached with Flows, alongside a recommended plan and total price.]() As you change these numbers, the **recommended packages** will be selected, and the final **cost breakdown** will be updated accordingly on the right. You can also switch between the **monthly** and **annual** billing modes. #### Lyro AI Agent only Under the** Lyro AI Agent only** option, you will see three packages: **Core**, **Plus**, and **Premium**: ![The Core, Plus, and Premium Lyro plans compare prices, AI conversation allowances, features, and trial or sales options.]() Overall, the two main options (**Lyro AI Agent + Tidio Help Desk** and **Lyro AI Agent only**) are independent of each other and can be purchased together or separately. ### Deciding about the package(s) you need All of Tidio's functionalities are separated into different packages, and you choose the packages you find most useful for your business. Every new project starts with a [7-day full-featured trial](); when it ends, you choose the packages you need, or continue on the [**free** versions](). There are two steps to selecting your plan in general: choosing **one of the four main packages**, and then choosing which versions of the** Lyro AI Agent** and **Flows** packages you'd like. ![The Lyro AI Agent and Flows cards list features, starting prices, usage allowances, and buttons for a seven-day free trial.]() You can also see the full list of features (along with their brief descriptions) if you click on the **View all features** link underneath the four main packages: ![The plan comparison has an arrow pointing to the highlighted "View all features" link below the four packages.]() ## How to upgrade [Video]() Silent walkthrough. Choose a plan and add-ons on the Checkout page and review the order before you update your account. To upgrade your account, click the **Upgrade** button in the upper-right corner of your Tidio panel. ![The Tidio toolbar shows three days left in the trial beside the "Upgrade" button.]() 💡 **Please note:** the **Upgrade** button is only shown to agents who have access to billing. Other agents see **Ask your admin to upgrade.** when they hover over a paid feature. You'll see a screen with an overview of the available plans. Study the options listed to find out which features you think are best for your business needs. If you have doubts regarding any of the features, head over to our article about what [packages to choose](). 💡 **Please note:** as long as your subscription is** active**, the system collects the payments automatically each month (or year, if you’ve chosen the annual subscription). If you decide to [cancel](), you will still have access to all the features you’ve subscribed to until the end of your current billing period. You can select a base **Customer service** package by clicking the **Add to order** button under one of the options (or **Contact us** for the **Plus** package, as that can only be activated by our dedicated team): ![The Customer service tab shows Starter and Growth plans with "Add to order" buttons and the Plus plan with "Contact us".]() Of course, if you need the **Lyro AI Agent** upgrade, you can select the appropariate package for that as well: ![The Lyro AI Agent tab shows a conversation allowance selector and "Add to order" button, alongside the Plus plan.]() The same goes for the **Flows** package, where you also choose the level you need: ![The Flows tab shows a visitors-reached selector and "Add to order" button, alongside the Plus plan.]() Make sure you also choose the **monthly or annual** billing mode at the top, depending on how you prefer to be billed: ![The billing selector has "Billed monthly" selected and offers "Billed annually" with two months free.]() You can review your order in the **cart**, and adjust any available details for every package you've added, as well as add a discount code if you have one. ![The cart lists Growth, Flows, and Lyro AI Agent with adjustable allowances, a discount-code section, the monthly total, and "Checkout".]() If you are satisfied with your order, you can click on the **Checkout** button to move onto the final step. Now, you need to ensure everything is exactly the way you want it. Here you can still modify the package details (**Manage your plans** and **Manage other limits**) or billing mode (**Choose your billing frequency**). You can also decide if you want your subscription to be automatically upgraded to a higher level if any limit is reached, with the **Automatically upgrade the limit once it's reached** switch under a package (you can [learn more about this option here]()). The switch isn't shown when you pay annually. This is also where you can add **add-ons** to your plan, under **Choose add-ons** - for example **Help Center**, **Inbox AI** or **No Tidio branding** (the **Voice** add-on is currently in beta). Add-ons are available with paid plans only, so pick a plan first; you can read more in [Add or change add-ons on your subscription](). ![The Checkout page with the Choose your billing frequency (Monthly selected), Manage your plans and Manage other limits sections, the Automatically upgrade the limit once it's reached switch under a package, the Choose add-ons section with the Help Center and No Tidio branding add-ons, and the order summary with the Update my account button on the right]() If all is in order, you can confirm your choices by hitting the** Update my account** button. ![The Checkout page shows billing frequency, package limits, an automatic-upgrade switch, and the order total above "Update my account".]() Once you do, you will see a popup to provide your card details. Fill out your card details in the **Pay with card** window and click **Submit order** to confirm: ![The "Pay with a Card" dialog asks for card number, expiry, and CVC, with a US tax-resident checkbox and "Submit order" button.]() After completing the payment, you should see a window confirming that the subscription has been added to your account. Awesome\! Now you can start using our premium features 🚀. ## Manage your subscription After successfully upgrading your account, you can manage your subscription in the **Settings \> Project \> Billing** section. On the **Subscription** tab, you can expand the account even further or cancel your subscription; on the **Billing details** tab (not shown if you pay through Shopify), you can update your billing details and download invoices. Your usage has its own page, **Settings \> Project \> Usage**. ![The Settings sidebar has "Billing" selected under "PROJECT".]() To learn more, see our article about [managing your existing subscription](). ## Refund policy If you don’t want to subscribe to our paid plans anymore, you can cancel the subscription at any time and keep what you paid for. You’ll remain on the paid plan until your next payment is due. To learn more, check our article on [canceling your paid plans](). After that, your account switches to the Free plan. In case of any more questions in regards to the refunds, please contact our support by sending us an email at support@tidio.net ## Further reading - [Which upgrades do I need?]() - [Automatic upgrades]() - [Manage your subscription]() - [Add or change add-ons on your subscription]()