Step by step
Subscribe to a plan
Choose a plan in Billing, check the total with VAT and pay by card on the bank’s page. What starts that day, and what to do if card payment is not open yet.
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In this article
You subscribe to a plan from Billing: you choose the plan, check the total and pay by card on the bank’s secure page. You can do it during the free trial or after it has ended; either way the plan is active as soon as the bank confirms the payment.
Before you start
- You need to be the Owner of the account. Other roles see the plans and the prices, but not the buttons, and read the message “Only the account owner can change the plan, buy credits or manage the card.”
- Fill in your billing details first if you want the invoice to carry your legal name and tax ID. The invoice is issued when the payment is confirmed, with the details on file at that moment, and it does not change afterwards. See invoices and billing details.
- Have your card and your phone to hand. Your bank may ask you to confirm the payment.
- Choose the plan with the table in plans and credits.
Subscribe to the plan
Go to Billing (opens the app) and scroll down to Plans. The Choose a plan button takes you to the same place.
On the plan you want, press Subscribe to followed by the plan’s name.
A window opens with the plan’s price, the VAT and the Total to pay today. Check it.
Nothing has been charged so far: if you press Cancel, the window closes and nothing happens.
Press Pay followed by the total. “Taking you to the bank’s secure page” appears: do not close the window.
On the bank’s page (Redsys), enter your card details and confirm the payment the way your bank asks.
The card details are entered on the bank’s page. iAgentify never sees them.
The bank sends you back to iAgentify, to the Payment result page. Do not close it: it updates on its own.
Check that the payment was confirmed
The Payment result page shows one of these messages:
| What you see | What it means | What to do |
|---|---|---|
| “We are confirming your payment” | iAgentify is waiting for the bank’s confirmation. It usually takes a few seconds | Nothing: the page updates on its own |
| “Payment confirmed” | The plan is now active, with its credits for this month | Press Go to the overview or Go to billing |
| “The payment was not completed” | The bank did not authorise the payment, or the payment was never completed. Nothing was charged | Read the Reason, if there is one, and press Try again |
| “The bank has not confirmed the payment yet” | A minute has passed without confirmation. It does not mean the payment failed | If you completed the payment, wait: the confirmation can take a few minutes and we let you know by email. Press Check again |
Once the payment is confirmed, Billing shows the plan as Active, with the renewal date, and the payment and its invoice are under Payments and invoices. If you see something else, the fix for each case is in payment problems.
What starts that day
- A one-month period, with the plan’s monthly credits. It starts on the day you pay, even if you had trial days left.
- Trial credits you have not used are replaced by the plan’s credits. They are not added together.
- Extra credits you had bought are kept.
- The AI models that were locked during the trial become available, if the plan includes them.
- Automatic renewal. The plan renews every month with the card you used. The bank stores it; iAgentify only keeps a reference, which you see under Saved card. How to remove or change it is in the saved card, and you can cancel whenever you want.
- Your agents reply again, if they had stopped because the trial or the subscription had ended. There is no need to reactivate them one by one.
If card payment is not open yet
While iAgentify finishes opening card payment, Plans shows the notice “Card payment is not open yet” with the text “Write to us and we will activate your plan. The plans and prices are the ones you see here.” In that case you request the plan like this:
On the plan you want, press Request followed by the plan’s name. If you do not see that button, press Write to support in the notice.
Support opens with a new ticket already prepared: the Subject is written and the Topic is Billing.
Under Description, which is required, write which plan you want, if the subject does not already say so, and anything else we should know.
Press Send ticket.
The iAgentify team answers in that same ticket and activates the plan by hand. It is not immediate: if your trial is about to end, ask a few days ahead so that your agents do not stop replying.
A plan activated by hand may differ from one paid by card in two ways:
- Without a saved card it does not renew by itself. If that is your case, Billing says so with “There is no saved card, so the renewal cannot be charged automatically: on that day you will need to pay it from this page.” When that date comes, pay from Billing if card payment is open by then; if it is not, write to us again with the Write to support button.
- The payment and the invoice are agreed in the ticket. The team tells you there how the payment is made and how you will receive the invoice. That payment may not appear under Payments and invoices.
Related articles
- Plans and credits: how they workA monthly plan includes credits and some limits, and you can add extra credits. What uses credits, what does not, where to see your balance and what happens at a limit.
- Payment problems: what to do in each caseWhat to do if you cannot pay, the bank declines the card, the payment is not confirmed, the renewal fails or the subscription expires, and what to send to support.
- Invoices and billing detailsEvery confirmed payment produces an invoice you open and print from Billing. Where they are, who can see them and how to add your legal name and tax ID before paying.
- The free trial and credits: what happens when they run outThe trial lasts 30 days and includes 300 credits, with no card. What uses credits, where to see your balance, and what happens when they run out or the trial ends.