Upgrade Paths
Trial ──> Documentation <──> Intelligence
- From the Trial, you continue on Documentation or Intelligence.
- You can move between Documentation and Intelligence in either direction.
Changing plan
To choose a plan, convert a trial or switch between Documentation and Intelligence, contact the aprity team or your account manager at contact@aprity.ai.
If you already evaluated aprity on a trial, tell the aprity team so your trial org is carried over to your plan.
What changes when you change plan
- The change applies to your tenant right away. Features included in the new plan become available; features not included are locked. A locked entry in the portal shows Not included in your plan.
- Budgets follow the new plan. Assistant budgets and ticket quotas take the new plan's values. A converted trial switches from lifetime to monthly budgets.
- Your documentation is kept. Existing versions stay readable in the portal.
- No reinstallation. The Salesforce package, your External Client App and your users' permission sets stay as they are.
New analysis features apply from the next scan; documentation versions produced earlier are not regenerated.
Moving to Intelligence
After moving to Intelligence, an administrator can set up the new capabilities:
- the Org Expert in Salesforce, with Agentforce;
- AI clients through the Remote MCP server;
- BYOLLM, from the BYOLLM page of the aprity app in Salesforce.
Moving to Documentation
The AI assistants, the Remote MCP server, publishing integrations and BYOLLM are no longer available. The documentation itself is unchanged.
Frequently asked questions
Can I keep the AI assistants after the trial? Yes, on the Intelligence plan. They are not part of Documentation.
Do I lose my data when I change plan? No. Documentation already generated stays available.
Can I try Intelligence before buying it? Yes. The Trial includes the Intelligence features except BYOLLM.