Account and billing

Here’s how to manage your Boty Leads subscription, your team and cancellation.

Your subscription

In the Settings section (/admin/settings) you can see the status of your subscription: current plan, status, renewal date and whether it’s marked to cancel at the end of the period.

The Stripe customer portal

Payment management is done from the Stripe customer portal, which you access from your dashboard. There you can:

• Update your payment method.
• Download your invoices.
• Change plan (upgrade or downgrade).

Note

Plan changes are made from the Stripe portal; there’s no dedicated “change plan” button inside Boty Leads. When you change the plan in Stripe, Boty updates your account automatically.

Cancelling

You can cancel whenever you want, with no lock-in. When you cancel:

• The cancellation takes effect at the end of the period already paid for, not immediately: you keep access until the current cycle ends.
• There are no penalties.
• Every plan includes a 14-day money-back guarantee.

Note

Only the account owner can manage the subscription and cancellation.

Team and roles

Boty Leads has three roles, each with its own level of access:

Role	What they can do	Where they go
Agent	Work the inbox: read, reply, qualify and approve/reject drafts.	/inbox
Manager	Everything the agent can + manage pipelines, templates and automations.	/inbox and /admin
Owner	Everything: settings, integrations, team management and the subscription.	/inbox and /admin

The number of available seats depends on your plan (see Plans).

Note

Team management (adding or removing members) is done by the owner. Self-service invitations for new members are still being added; if you need to expand your team and can’t find the option, contact support.

Privacy of your data

To export or delete lead data and everything else related to GDPR, see Privacy.