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Upgrade from Trial to Paid Account

When you are ready to move from testing to production, upgrade your Exotel account to a paid plan. This guide covers plan selection, payment, and what changes after upgrading.

Before You Upgrade​

Ensure the following are complete:

  • KYC verification is approved (required for production features)
  • You have tested your integration during the trial
  • Your call flows and API integrations are working as expected
  • You have selected the plan that fits your usage needs
KYC First

You cannot purchase production ExoPhones or go live without approved KYC. Complete KYC verification before upgrading.

Available Plans​

FeatureStarterGrowthEnterprise
Monthly minimumLow commitmentMedium commitmentCustom
ExoPhonesUp to 5Up to 20Unlimited
Voice APIFull accessFull accessFull access
SMS APIFull accessFull accessFull access
WhatsAppAdd-onIncludedIncluded
CampaignsBasicAdvancedFull suite
Contact center--BasicFull
Call recording30-day retention90-day retentionCustom retention
AnalyticsStandardAdvancedCustom dashboards
SupportEmail + ChatPriority (email, chat, phone)Dedicated account manager
SLA99.5% uptime99.9% uptimeCustom SLA
API rate limitsStandardHigherCustom
WebhooksStandardPriority deliveryGuaranteed delivery
Custom Plans

For high-volume use cases or specific requirements, contact the Exotel sales team at sales@exotel.com for a custom Enterprise plan.

How to Upgrade​

Step 1: Navigate to Billing​

  1. Log in to my.exotel.com
  2. Click on Billing in the left sidebar
  3. Select Plans & Pricing

Step 2: Select a Plan​

  1. Review the available plans and their features
  2. Click Upgrade on the plan you want
  3. Review the plan summary including monthly minimums and included features

Step 3: Choose a Billing Cycle​

CycleDiscountPayment
MonthlyNo discountPay month-to-month
QuarterlySmall discountPay every 3 months
AnnualBest discountPay once per year

Step 4: Add Credits​

  1. Select your initial credit amount (minimum varies by plan)
  2. Credits are used for voice calls and SMS at per-pulse/per-SMS rates
  3. You can enable auto-recharge to avoid service interruption

Step 5: Complete Payment​

Exotel accepts the following payment methods:

Payment MethodAvailabilityNotes
Credit/Debit CardAll plansVisa, Mastercard, RuPay
Net BankingIndia onlyAll major Indian banks
UPIIndia onlyGoogle Pay, PhonePe, Paytm
Wire TransferEnterprise onlyFor annual payments
ChequeEnterprise onlyFor annual payments

Step 6: Confirmation​

  1. After successful payment, your account is upgraded immediately
  2. A confirmation email with invoice details is sent to your registered email
  3. Trial limitations are removed
  4. You can now purchase production ExoPhones

What Changes After Upgrading​

AspectBefore (Trial)After (Paid)
Number whitelistingRequired for all outboundRemoved; call/SMS any number
ExoPhones1 trial numberPurchase production numbers
CampaignsNot availableAvailable (plan-dependent)
WhatsAppNot availableAvailable (plan-dependent)
SMSWhitelisted onlyFull access (DLT required for India)
SupportEmail onlyPlan-dependent (email, chat, phone)
API rate limitsStandardPlan-dependent
ConfigurationsPreservedCarry over from trial
Seamless Migration

All your trial configurations -- call flows, API credentials, team members, and settings -- are preserved when you upgrade. No reconfiguration is needed.

Managing Your Subscription​

Changing Plans​

  1. Go to Billing > Plans & Pricing
  2. Click Change Plan
  3. Select the new plan
  4. Plan changes take effect at the start of the next billing cycle

Cancellation​

  1. Go to Billing > Plans & Pricing
  2. Click Cancel Subscription
  3. Your account remains active until the end of the current billing period
  4. After cancellation, the account reverts to a limited state (no outbound calls/SMS)

See Refund Policy for details on refunds.

Frequently Asked Questions​

Can I downgrade my plan? Yes. Downgrades take effect at the start of the next billing cycle. Features not included in the lower plan will become unavailable.

Are unused credits carried over? Yes. Credits do not expire as long as your account is active on a paid plan.

Can I switch billing cycles? Yes. Contact support to switch from monthly to annual or vice versa. Changes apply at the next renewal.

Next Steps​