Subscription
Table of Contents
Subscription Overview
Accessing Subscription Management
Log in to your Swiftask account
Click on your workspace in the sidebar
Go to the "Subscription" tab
You'll see three main sections:
Overview: Current plan summary
Billing: Payment history and billing
Settings: Settings and cancellation
Understanding Plans and Pricing
Available Plans
Check our pricing page for detailed plan information.
Main Plans:
PRO: Individual plan
TEAM STARTER: Small teams
TEAM GROWTH: Growing teams
ENTERPRISE: Custom solutions for large organizations - Contact sales
Billing Cycles
Monthly: Pay each month
Annual: Annual payment with discount (save up to 25%)
Billed Items
Active Users: Number of users in your workspace
AI Credits: Usage of AI features
Extra Users: additionnal user(s) beyond current plan limit
Extra Credits: additionnal credit beyond current plan limit
Free Trial - How It Works
Starting a Free Trial
Choose a paid plan from the pricing page
You'll automatically get a 7-day free trial
Full access to all plan features
During Trial
Trial Badge: Green indicator appears on your dashboard
Days Remaining: Counter visible in subscription overview
Full Access: All features available
Confirming Your Trial
When your trial expires, you'll see a "Confirm Free Trial" section:
Continue: Your card will be charged and subscription continues
Cancel: Subscription ends without charges
Important: You can cancel your trial anytime without being charged
Canceling During Trial
Go to Subscription > Overview
In the "Confirm Free Trial" section, click "Cancel"
Confirm cancellation
Your subscription remains active until trial end
Upgrading Your Plan
Upgrade Methods
From "Upgrade" Buttons
You'll see "Upgrade" buttons in the app when:
You reach your current plan limits
New features become available
From Subscription Page
Go to Subscription > Overview
Click "Change Plan"
Select desired new plan
Customize (users, credits)
Confirm payment
Switching to Annual Billing
If you're on monthly plan, you may see "Switch to Yearly Billing" section:
Save up to 25% on annual pricing
Savings comparison displayed
Instant change without interruption
Upgrade Process
Selection: Choose new plan
Customization: Adjust user count and credits
Payment: Enter payment information
Confirmation: Immediate activation
Customizing Your Subscription
Modifying Users
Go to Subscription > Overview
In "Active Users" section
Click "Add/Remove" users
Adjust according to needs
Changes apply immediately
Additional users: €15/month per user (includes bonus credits)
Additional AI Credits
"AI Credits" section in overview
Purchase additional credit packs
Flexible usage based on your needs
Scale from 5M to 1B credits
Monthly/Annual Billing
From Overview: "Switch to Yearly" button
Savings: Automatic savings calculation (up to 25%)
Free Change: No fees for changing billing cycle
Managing Billing
Accessing Billing
Go to Subscription > Billing
Payment History
Invoice Table: All your past invoices
Statuses: Paid, Pending, Failed
Download: PDF invoices available
Credit History
Credits Used: Track your consumption
Recharges: History of credit purchases
Current Balance: Remaining credits
Usage Analytics: Real-time tracking by user, Agent and AI provider
Updating Payment Information
In Subscription > Overview
"Payment Method" section
Click "Update" next to your card
Or use Stripe customer portal
Payment Issues
Expired Card: Update immediately
Insufficient Funds: Check bank balance
Contact Support: [email protected]
Canceling Your Subscription
Before Canceling
Consider Downgrade: Check if lower plan suffices
Backup Data: Export important conversations
Check Dependencies: Some Agents may require paid plan features
How to Cancel
Go to Subscription > Settings
"Subscription Cancellation" section
Click "Cancel Subscription"
Fill feedback questionnaire
Confirm cancellation
Cancellation Types
Free Trial: Cancel anytime without charges
Active Subscription: Cancel at billing cycle end
Annual Billing: Cancel takes effect at year end
After Cancellation
Access Maintained: Until end of paid period
Feature Limitations: Reduced features after cancellation
Reactivation Possible: Within 30 days of cancellation
Frequently Asked Questions
Free Trial
Q: Can I cancel my free trial anytime? A: Yes, you can cancel anytime without being charged.
Q: What happens if I don't confirm my trial? A: Your subscription will end and you'll lose access to paid features.
Q: How long is the free trial? A: All paid plans include a 7-day free trial.
Billing
Q: Can I change my payment method? A: Yes, via the "Update" button in the Payment Method section.
Q: Will I receive PDF invoices? A: Yes, available in Subscription > Billing > Billing History.
Q: How much does it cost to add extra users? A: €15/month per additional user, which includes bonus credits.
Plan Changes
Q: Are changes immediate? A: Yes, most changes take effect immediately.
Q: Can I downgrade to a lower plan? A: Yes, but features may be reduced based on the new plan.
Q: What's the difference between PRO and TEAM plans? A: TEAM plans include multiple users, more credits, advanced permissions, analytics, and collaboration features.
Credits
Q: What happens if I run out of credits? A: You can purchase additional credit packs anytime, scaling from 5M to 1B credits.
Q: Do unused credits roll over? A: Check your specific plan details for credit rollover policies.
Q: How can I track my credit usage? A: Use the real-time monitoring dashboard to track consumption by user, Agent, and AI provider.
Support
Q: Having issues with my subscription? A: Contact https://swiftask.ai/contact-us
Q: What support level do I get with my plan? A:
PRO: Standard email support
TEAM STARTER: Enhanced email support
TEAM GROWTH: Priority support
ENTERPRISE: Dedicated service
Glossary
Workspace: Your personal or team Swiftask environment
AI Credits: Units for using AI features (cost varies by AI provider)
Billing Cycle: Monthly or annual payment period
Active Users: Members with workspace access
Customer Portal: Stripe interface for payment management
Agent: AI-powered assistant you can customize with specific skills and data connectors
LLM: Large Language Model (e.g., ChatGPT, Claude, Gemini, Mistral)
Data: RAG oriented data
Skills: Capabilities/Connectors you can add to your Agents
Last Updated: December 2025 For more information: swiftask.ai/pricing
Last updated