What Reveto Does From Message to Reply Key Concepts
Creating Your Account First Login and the Dashboard Quick Start: Your First Client Understanding Navigation
Overview Website Crawling Document Upload Meeting Notes and Recordings Google Drive Import Telegram Chats
Generating a Knowledge Base Updating with New Sources Viewing and Navigating AI Search Editing Content Versions and History Exporting Access Control Preparing a Knowledge Base for Replies
Overview Connecting a Facebook Page Connecting Instagram The Review Queue Autopilot Reply Settings Insights The 24-Hour Window Notifications Pausing and Disconnecting
How Website Chat Works Installing the Widget Allowed Websites Widget Settings Conversations Leads Unanswered Questions Following Up on Chats
Managing Several Clients Organizing Team Access by Client
Inviting Team Members Roles and Permissions
Overview Creating a Test AI Question Generation Assigning Tests Taking a Test Grading and Results Test Analytics
Profile Settings Company Settings Notifications Claude Connector Activity Stream
Plans and Pricing Free Trial AI Usage and Billing Managing Your Subscription
Data Protection Account Security Conversation Data and Deletion
Getting Help Troubleshooting
Common Questions

Managing Your Subscription

Upgrade, change or cancel your plan, update your card and download invoices on the Billing page. Open it from 'Billing' in the sidebar or the menu under your name. Billing is managed by the Company Admin role.

Upgrade from Starter or the trial

  1. Open Billing and click 'Upgrade' or 'Change Plan'.
  2. Choose 'Monthly' or 'Annual'.
  3. Select a plan and click 'Confirm Change'.
  4. Enter your card details on Stripe's checkout page.
  5. Back on Billing, you see 'Payment successful! Your subscription is now active.'

Change plan or billing period

If you already pay for a plan, choose the new plan in 'Change Plan', set 'Monthly' or 'Annual', and click 'Confirm Change'. The change applies straight away, and Stripe invoices the difference for the rest of the billing period.

Update your payment method

On the 'Payment Method' card, click 'Manage'. This opens Stripe's billing portal, where you can update your card. Back on Billing, the card on file shows its brand, last four digits and expiry date.

Invoices

'Invoice History' lists each invoice with its date, description, amount and status. Click 'View' to open an invoice or 'PDF' to download it.

Cancel your subscription

  1. Click 'Cancel Subscription' on the 'Current Plan' card.
  2. Confirm in the 'Cancel Subscription' window.

Your plan keeps working until the end of the billing period, and the card shows 'Cancels on' with the date. Then the company moves to Starter, and any unpaid AI usage is charged. To undo the cancellation, click 'Resume Subscription' before that date. Choosing Starter in 'Change Plan' also cancels.

Refunds

Within 7 days of your first payment on a monthly plan, the button reads 'Cancel & Refund'. Give a reason of at least 10 characters and click 'Cancel & Get Refund'. The subscription payment goes back to your card and the company moves to Starter straight away. Annual plans aren't refunded this way. If you have unpaid AI usage, Reveto asks you to pay it first with 'Pay AI Usage'.

If a payment fails, the plan shows '⚠ Payment Failed'. Paid features keep working for 72 hours while the payment is retried. Update your card with 'Manage' so you don't lose access.

You can also cancel by writing to [email protected].