Request an upgrade
Choose a plan and send an upgrade request from Keel. The Airgent team contacts you to activate it; there is no payment in the app.
Purpose
When your trial is ending, or you need more than it allows, you ask for a plan from inside Keel. Keel sends your request to the Airgent team, who contact you to activate it. You don't pay or add a card in Keel.
Before you start
only the clinic Owner can request an upgrade. Anyone else sees Notify owner instead.
the plan screen opens while your clinic is on its trial.
prices aren't shown in Keel. The Airgent team covers them when they contact you.
Steps
Step 1: Open the plans
Doon the banner at the top of Keel, select Upgrade for more → or Upgrade →.
You'll seeUPGRADE YOUR CLINIC, Choose what runs itself., three plan cards, and your days left, for
example TRIAL · 5 DAYS LEFT.
Step 2: Choose a plan
Doon the plan you want, select Select followed by the plan's name.
You'll seethat card marked Selected, and below it Step 2 — confirm your plan.
select ← Change selection to go back to the cards.
Step 3: Check what's included
Doread WHAT YOU GET and YOUR PLAN INCLUDES.
Sothis is what the plan adds to your clinic. A plan with AI Scribe shows your AI notes going from the
trial amount to the plan's monthly amount.
the seat, clinic and channel counters on this panel are not sent with your request yet.
Tell the Airgent team what you need when they contact you.
Step 4: Send the request
Doselect Request followed by the plan's name.
You'll seeRequest received and We'll reach out shortly to activate followed by the plan's name.
Soyour request has reached the Airgent team. Your plan doesn't change until they activate it.
Step 5: Or request from a limit
Doon a Seat limit reached or AI note limit reached notice, select Request upgrade.
You'll seeUpgrade requested and We'll reach out shortly to get you set up.
this also works on a paid plan, for example when you need another seat.
Result
You'll seeRequest received on the plan screen, or Upgrade requested on a limit notice.
Sothe Airgent team has your request. Once they activate your plan, the trial banners stop and your new
limits apply.
If it doesn't work
- If you see: Your clinic's trial needs an upgrade and Notify ownerYou aren't the Owner. Notify them (who can change the plan)
- If you see: Couldn't send that just now — try again.Select the request button again
- If you see: Billing & plan · coming soon after Upgrade plan or Manage billingUse the banner instead (step 1)
- Working: Request received again, straight awayYou already asked recently. No need to ask again.
Limits
there is no checkout or payment in Keel. Paying in the app is not available.
the plan screen is for clinics on a trial. A paid clinic can't open it, but can still use
Request upgrade on a limit notice (step 5).
changing to a smaller plan or cancelling is not available in Keel. To ask about it, get help.
Checked against the Keel product source and in the live product on 2026-10-09. The Billing & plan coming-soon page was observed. The plan screen, the request and its confirmation, and the limit notices were not observed.