Plan
The Plan tab is where you see exactly what your account includes and change it yourself — upgrade to a higher tier, add a feature, or start a new product line — without contacting support. Cloudspire organizes your account into product lines (for example Voice and AI), and you carry one plan per line.
Finding the Plan tab
- Log in to the customer portal at portal.cloudspirevoice.com/portal/.
- Click the Plan tab in the top navigation.
You will see one card per product line on your account.
If you're on a free trial: choosing your plan
Your free trial includes both Cloudspire product lines — Voice and AI — so you can try everything. While the trial is running, the Plan tab shows a single Choose your plan screen instead of the usual plan cards. A banner at the top shows how many days are left in your trial.
Just below that, a usage meter appears for each allowance your trial includes — AI voice minutes, AI messages, text messages, and so on — showing how much of each you have used. If an allowance runs out, that feature pauses and its meter shows a Paused badge (you'll also get an email the first time it happens). Choosing a plan restores every paused feature right away.
Everything you need to go paid is on one screen:
- Compare plans side by side. Each line shows its tiers next to each other with what each one includes. The tier we suggest for you carries a Recommended badge and is pre-selected.
- See exactly what each plan gives you. Every capability is marked: a check for what's included, a dollar sign for what's available as an add-on, and an × for what's not available on that plan.
- Compare what's included each month. Each plan lists its included monthly allowances — for example call minutes and messages — so you can see how much more a higher tier includes (typically more, at a lower rate beyond it). The amount shows on each plan; the purchase summary spells out the full detail, such as "1,500 minutes included, then $0.35/minute."
- Keep both lines, or just one. For each line you can pick a plan or choose Drop this line. You decide what to carry forward — keep both Voice and AI, or keep only the one you need. Any line you drop is cancelled when you start paid service.
Your trial usage carries over
Whatever you set up during the trial comes with you. In the Your purchase summary, each adjustable quantity (extensions, phone numbers, call-center seats, AI agents, and so on) starts at what you are using today, and you can raise it before you convert. You cannot set a quantity below what you are currently using — the screen notes "To reduce below N, remove in trial first." Usage-based amounts (such as minutes or messages) reset to zero when paid service begins.
Add optional extras
If your chosen plan offers add-ons you can purchase, they appear under Available add-ons (optional) in the summary with their price. Usage-based add-ons show what's included and the rate beyond it — for example "500 minutes included, then $0.10/minute." Check any you want; they're added to your monthly total.
Your trial phone number
If your trial came with a phone number, you choose what happens to it:
- Keep this number — it becomes your permanent number, so anyone you've already given it to keeps reaching you.
- Release number — return it if you don't need it.
You can also add brand-new numbers or bring your own number(s) to Cloudspire after you convert — see Services.
Starting paid service
The Your purchase summary totals everything — your plans, quantities, and any add-ons — into one monthly amount. When it looks right, click Start paid service. Billing begins that day and your first invoice is generated right away; see Invoices. After you convert, the Plan tab returns to the normal plan cards described below.
If your trial has ended
If your trial reaches its end date before you convert, your service pauses and you enter a short grace period during which you can still choose a plan to continue. During grace you'll also see a Request Trial Extension button — use it to ask our Customer Service team for more time, and we'll follow up.
Reading your plan card
Each product-line card shows your current state at a glance:
| What you see | Meaning |
|---|---|
| Active / Not active | Whether you currently have a plan on this line. |
| Plan name and monthly total | Your current package and the recurring amount you pay each month for this line, including your options and add-ons. |
| Next invoice | The date your next invoice for this line will be generated. |
| Change plan | Opens the plan comparison for that line, right on the card — see Changing your plan below. |
The upgrade banner
If a higher plan on one of your lines would give you capabilities you don't have today, a single banner at the top of the tab points it out — for example "Upgrade to Voice Pro to unlock 3 more features." — with a See plans button that opens the plan list for that line. If you don't carry a plan on a line at all, the banner invites you to add that line instead. When there's nothing worth suggesting, no banner appears. The banner only ever points you up; the portal never suggests dropping to a lower plan as a way to "get" a feature.
To see the full capability list for a plan, open Change plan on the line's card and compare the tiers side by side, as described below.
Starting a new product line
If you do not yet have a plan on a line (for example, you have Voice but not AI), the card shows a short pitch of what that line's plans include and an Add <line> button. Click it to choose a plan and activate the line. Your account is billed for the new line from its first invoice.
Changing your plan
Click Change plan on the line's card to expand the comparison. Every plan available on that line is shown side by side, with its price, what it includes each month, and its full capability list — a check for what's included, a dollar sign for what's available as an add-on, and an × for what's not available. Your current plan carries a Current plan badge and starts selected; the tier we suggest carries a Recommended badge. If a plan can't support something you're already using, the card says so — for example "Voice Basic only includes 10 extensions (you have 39)" — and cannot be selected.
Previewing the change before you commit
Select a plan and the portal previews the whole change in one place — nothing is applied until you confirm:
- You gain — features the new plan adds.
- You lose — features that are not part of the new plan (shown when you move to a smaller plan).
- Services — adjust the included quantities for the new plan (for example extensions or seats). You can raise them, but never below what you are using today.
- Add-ons — pick any optional add-ons the new plan offers.
- New monthly — a live total that updates as you adjust the services and add-ons.
When a downgrade is blocked
Moving to a smaller plan can lower a limit below what you are currently using. When that happens, the preview shows a red "Cannot apply this downgrade yet" notice that lists each conflict, for example "Extensions: 39 in use, new limit 25." The Apply changes button stays disabled until you resolve the conflict — reduce your usage (or your service limits on the Services tab) so it fits the smaller plan, then try again. This protects you from accidentally losing service you are actively using.
Applying the change
When the preview is clear, click Apply changes. An upgrade (a higher monthly total) takes effect immediately and is invoiced right away with a prorated charge for the rest of the current cycle (the difference in monthly price, for the days remaining); after you apply, the screen confirms the exact prorated amount. If your account has a percentage discount on that plan, the prorated charge reflects it automatically; fixed-dollar discounts continue to apply in full on your regular monthly invoice. A downgrade (a lower monthly total) also takes effect immediately, with no refund for the remainder of the cycle, and the lower price continues from your next invoice on — the window asks you to confirm a downgrade first. See Invoices.
Adding a feature without changing plans
Many features are available as add-ons on the plan you already have — no plan change required. Click Change plan on the line's card, leave your Current plan selected, and the preview opens on your current plan with its services and Add-ons ready to adjust. Check the add-on you want, watch the New monthly total update, and click Apply changes. The add-on takes effect immediately; its price is added to your recurring monthly total, and a prorated charge for the add-on (the difference, for the days remaining in the cycle) is invoiced right away.
Ordering one-time items (phone hardware and setup fees)
If your plan offers one-time items — phone hardware, adapters, headsets, and one-time setup fees — you can order them yourself from the One-time items section near the bottom of the Plan tab.
- Pick an item from the drop-down. For items priced per unit, enter the quantity you want.
- Select Add to order. Add as many items as you need — the running total updates as you go, and you can remove any line before confirming.
- Select Confirm order.
Each item is added to your next invoice, and our team automatically opens a support ticket to fulfill and ship your order. The One-time items list on the same tab shows everything you have ordered, along with its status — Pending until it appears on an invoice, then Invoiced. See Invoices.
Placing an order is available to your account's primary contact, or any contact you have granted Plans/Services access.