Upgrade your Qualz.ai workspace – learn how to move from Standard to Professional or Enterprise tier to unlock advanced features, multiple workspaces, and expanded team collaboration.

What is Workspace Plan Upgrade? #

Workspace plan upgrade allows you to move from a lower tier to a higher tier, unlocking additional features, capabilities, and limits. Upgrading gives you access to more workspaces, team members, and research tools.

Available upgrade paths:

• Standard → Professional – Unlock multiple workspaces and advanced features
• Standard → Enterprise – Get enterprise-grade security and unlimited scale
• Professional → Enterprise – Add SSO, compliance, and dedicated support

Why Upgrade Your Workspace? #

Unlock Multiple Workspaces #

Standard limitation: 1 workspace only Professional benefit: Create multiple workspaces for different clients or projects

Expand Team Collaboration #

Standard limitation: Limited member management Professional benefit: Up to 10 members per workspace with advanced roles

Remove Research Limits #

Standard limitations:

• Maximum 2 interviews
• Maximum 2 surveys

Professional benefits:

• Unlimited interviews and surveys
• No research restrictions

Access Premium Features #

Professional exclusive features:

• Priority support
• Advanced analytics
• Dedicated onboarding
• Discounted credit purchases (25% off)

Enterprise exclusive features:

• SSO integration
• GDPR and SOC2 compliance
• Custom workflows
• Dedicated account representative

Step 1: Access Workspace Subscription Plans #

Navigate to your workspace plan management area.

Open Plan Section #

1. Click on your workspace name in the top-left corner
2. Navigate to workspace overview
3. Click the “Plan” tab in the navigation bar
4. Or click “Overview” and scroll to subscription section

You’ll see:

• Current workspace tier (Standard, Professional, Enterprise)
• Member count
• Credit balance
• “Workspace Subscription Plans” heading

Step 2: Choose Billing Frequency #

Decide between monthly or yearly billing for Professional tier.

Select Billing Cycle #

Monthly Billing Tab:

• $199.99/month
• Billed monthly
• Cancel anytime
• Monthly credit allocation (2,000 credits)

Yearly Billing Tab:

• $1,999.00/year
• Billed annually
• Save 16.67% compared to monthly
• Yearly credit allocation (20,000 credits)

Toggle between tabs:

1. Click “MONTHLY BILLING” or “YEARLY BILLING” toggle
2. Pricing updates automatically
3. Review features for selected billing cycle

Step 3: Click “Select Plan” to Upgrade #

Initiate the upgrade process by selecting your desired plan.

Select Professional Plan #

1. Review Professional plan features (monthly or yearly)
2. Click the “Select Plan” button
3. A confirmation dialog appears

Step 4: Confirm Plan Change #

Review and confirm your upgrade decision.

Confirmation Dialog #

“Confirm Plan Change” modal displays:

Message: “Great Choice! Professional tier unlocks powerful premium features designed to take your experience to the next level. We can’t wait for you to explore what’s ahead!”

Pricing information:

• “You will be charged $1999.00/year minus any applicable refunds for your current tier.”
• (Amount varies based on monthly vs. yearly selection)

Cancellation policy: “You can cancel anytime by going to ‘Manage Billing’ in your Workspace plan.”

Action buttons:

• “Cancel” – Return without upgrading
• “Confirm” – Proceed to payment

Confirm the Upgrade #

1. Read the confirmation message carefully
2. Note the pricing amount
3. Understand cancellation policy
4. Click “Confirm” to proceed

Step 5: Complete Payment #

Process payment to finalize your workspace upgrade.

Payment Checkout Page #

Subscription Details:

Subscribe to Professional

• Amount: $1,999.00 (yearly) or $199.99 (monthly)
• Plan: Professional – Regular Subscription With Discounts
• Billing: Billed annually or monthly

Pricing Breakdown:

• Subtotal: $1,999.00 (or $199.99)
• Add promotion code (optional)
• Total due today: $1,999.00 (or $199.99)

Payment Methods Available:

• 💳 Card (Visa, Mastercard, Amex, JCB)
• 💵 Cash App Pay
• Klarna (Buy now, pay later)
• 🏦 Bank ($5 back offer)

Quick Payment Options:

• Link (pay with saved card)
• Amazon Pay (use Amazon account)

Complete Payment #

1. Verify the subscription amount
2. Select your preferred payment method
3. Enter payment details
4. Add promotion code if available
5. Click “Subscribe” button
6. Payment processes securely

Step 6: Upgrade Confirmation #

Receive confirmation that your upgrade was successful.

Success Message #

“Thank you for your purchase 🎉”

Confirmation details:

• Green checkmark icon with credit card symbol
• Message: “The payment has been processed successfully, and credits have been added to your account. you can return to previous tab for any unsaved changes.”
• “Close” button to return to workspace