How a trial assistant becomes a paid assistant in place. Follow the steps in order, then use the example and common mistakes sections to verify you understood the flow. The conversion path should keep the same assistant identity and data, so the user does not rebuild what already worked.
Follow this page in order. Read the steps first, watch the video when available, then use the common mistakes section to avoid setup errors.
This lesson is about convert trial to a paid plan and how to do it correctly the first time.
Read this section first. Each step tells you what to click, what to enter, and what should happen next. Use the video after the steps if you want to see the same flow in motion.
Go to Plans and choose the full plan you want to keep after the trial. Confirm the result before you move to the next step. Open Plans before the trial ends and choose the recurring plan you actually want to keep.
Use PayPro or BizPlifier credits if the plan and assistant are eligible. Confirm the result before you move to the next step. Pay with PayPro or BizPlifier credits if the page offers both and the assistant qualifies.
The trial assistant converts in place so the user does not need to rebuild the setup. Confirm the result before you move to the next step. Keep the same assistant so the trial data, setup, and live number continue instead of rebuilding everything from scratch.
Use this video for better understanding this resource. The video bellow tries to explain more indeep this guide part.
This lesson is ready in text form first. Add the YouTube video ID here when the walkthrough is recorded.
A user upgrades during the grace window and keeps the same assistant profile, call data, and phone number.