Refund Policy

Last updated: June 28, 2026

AgentAssist subscriptions are billed at the organization level.

Subscriptions

Cancellations stop future renewals unless a separate written agreement says otherwise. Active billing periods generally continue until the end of the paid cycle.

Refunds are reviewed case by case for duplicate payments, accidental plan changes, service-impacting incidents, or billing errors.

Plan changes

Plan upgrades, downgrades, seat changes, and subscription changes may be applied according to the billing provider and the organization's plan terms. Where proration is supported, the provider may calculate the credit or charge. Where proration is not configured, changes may apply from the next billing cycle.

Failed or duplicate payments

If a payment fails, the organization may see in-product billing action notices and protected workflows may be limited until the issue is resolved. Duplicate payment claims should include the organization name, billing email, payment reference, amount, date, and payment provider record if available.

Request process

Contact support with the organization name, billing email, invoice or payment reference, and reason for the request. Approved refunds are processed through the original payment provider where possible.

Non-refundable items

Custom implementation, migration, professional services, and usage-based charges may be non-refundable unless an agreement states otherwise.

Review timing

Refund review timing depends on the provider, bank, and completeness of the request. Approval does not guarantee immediate settlement by the user's bank or payment method.