🗺️ Overview
This article answers the three most common questions customers ask before upgrading their Search Atlas plan: whether they can switch to a Universal Quota model, how to upgrade to the Agency package, and whether an existing loyalty discount will transfer to the new plan.
📊 What Is Universal Quota?
Universal Quota is a flexible credit pool that can be used across multiple Search Atlas tools — rather than having separate, tool-specific limits. Instead of a fixed allocation per feature, all your credits draw from one shared balance, giving you more control over how you use the platform.
Who can switch? Universal Quota is available on eligible plans, including the Agency package. If your current plan does not include Universal Quota, upgrading to Agency will give you access to it.
⚙️ How to Upgrade to the Agency Plan
To upgrade your plan, click your avatar in the top-right corner, select Billing, and open the Plans & Top-ups tab (Billing). From there you can select the Agency package and complete the upgrade. If you are unsure where to find these settings or run into any difficulty during the process, our team can guide you through it or handle the upgrade on your behalf.
Once the upgrade is processed, your new quota limits and feature access will activate. If you notice that your quota has not updated after completing the upgrade, reach out to our team for assistance.
🏷️ Will My Loyalty Discount Transfer to the New Plan?
This is the most important thing to check before upgrading. In most cases, a loyalty or promotional discount you hold on your current plan should carry forward when you upgrade — but this is not always automatic. Before confirming your upgrade, note your current billing details and discount information so that our team has everything they need to verify and reinstate any discount that does not carry over.
If your discount does not appear on your new plan after upgrading, our team can review your account and correct this manually. When reaching out, please have the following ready:
- Your account email address
- The name of the plan you are upgrading from and to
- Details of the discount or promotional rate you expect to retain
🤔 Should I Contact Our Team Before Upgrading?
If you have any questions about how an upgrade will affect your current discounts, quota, or billing, we strongly recommend reaching out to our team before proceeding. This allows us to evaluate your specific account situation and ensure a smooth transition.
If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.