Subscription & Plan Agent
Handles upgrades, downgrades, renewals, and cancellations against the real subscription, within your rules.
The Subscription & Plan Agent manages the lifecycle questions around a plan: what tier a customer is on, how to change it, when it renews, and how to cancel. It executes the change against the real subscription and explains the effect, so customers self-serve what used to need an agent.
How it works
The agent reads the current plan, explains options through Answer, and applies upgrades, downgrades, or renewals through Autopilot with the change recorded. Retention-sensitive cases, such as a cancellation worth a human conversation, can be routed through Assist.
Example requests it handles
- How do I upgrade my plan?
- When does my subscription renew?
- I want to cancel my subscription.
- What is the difference between the plans?
In your industry
- Handles plan changes and renewals for your accounts without an agent in the loop.
- Lets customers upgrade, downgrade, and manage subscriptions themselves at scale.
- Manages plan and seat changes inside your product accurately.
- Handles course and subscription plan questions for students and institutions.
- Manages membership and plan questions while protecting personal data.
- Handles care-plan and membership changes for patients securely.
In Auralis
Auralis runs this agent through Answer for the explanation and Autopilot for the plan change, with retention-sensitive cancellations routed to a human through Assist and decisions reviewed by Audit.