AI subscription changes

Let customers request subscription changes in the same conversation. A PineDove agent can check the current plan, explain when a change would take effect, and apply an eligible change once the customer confirms it.

Example change to subscription seats
  1. CustomerWe only need eight seats starting next month. Can you change our subscription?
  2. PineDoveI’ve checked your account. I can schedule the change to eight seats for your December 1 renewal. Would you like me to proceed?
  3. CustomerYes, please schedule it for December 1.
  4. PineDoveYour subscription is set to renew with eight seats on December 1. I emailed the confirmation to your billing contact.

How an AI agent changes a subscription

  1. Check the account and plan

    The agent verifies the requester’s billing permissions and looks up the plan, seat count, and renewal date.

  2. Explain the available change

    It checks seat minimums, assigned seats, and plan rules. It tells the customer the effective date and any price change the billing system provides before asking them to confirm.

  3. Apply and confirm

    The agent submits the confirmed change and shares the effective date once your billing system records it.

When your team steps in

Send custom contracts, requests that affect assigned seats, and changes that need special pricing to your team. The agent can include the current plan, the requested change, and the rule that requires review.

What we test before launch

We test which plan changes your billing system supports, how it handles timing and pricing, and what happens when it rejects a change. We also test that the agent asks for confirmation before applying it.

Bring a subscription change to the assessment

We’ll review a common request, the rules that govern when it takes effect, and the cases your billing team handles directly.