Help Subscribers Switch Plans in Chat With WooCommerce Subscriptions
Yes. AeroChat works directly with WooCommerce Subscriptions. When a subscriber wants a different plan, size or frequency, AeroChat reads their subscription and the plans they can move to, explains the price of each, and sends the link to their subscription in My Account, where they press Switch and WooCommerce Subscriptions handles the change and any proration.
This recipe turns “can I change my plan?” into an upgrade or a saved subscriber, without anyone opening WooCommerce. Part of connecting WooCommerce Subscriptions to WhatsApp and AI chat.
What happens today
A subscriber messages: “Can I go to the bigger box?” or “Can I get it every two months instead?”. Someone checks which plans the product has, works out the price difference, and explains where the Switch button is. Subscribers who don’t find it often cancel and start a new subscription, or just cancel.
The flow that works
- The subscriber asks to change their plan, size, quantity or frequency.
- AeroChat finds their subscription and reads the current items, price and status.
- It reads the other subscription options for that product in WooCommerce and explains each, with its price.
- If the subscription is on hold or pending cancellation, it explains that it must be active to switch, and offers to restart it.
- It sends the link to the subscription in My Account and tells them to press Switch and pick the new plan.
- It explains how your store handles the price difference, from your proration rule.
What it looks like on WhatsApp
Customer: The small veggie box isn’t enough anymore. Can I move to the family one? (example)
AeroChat: Yes. You’re on the small box at $28 a week. The family box is $42 a week and feeds four. Here’s the link to your subscription. Press Switch, choose Family box and confirm. The extra for the rest of this week is worked out for you at that step.
In WooCommerce: nothing changes until the customer confirms the switch. Then WooCommerce Subscriptions updates subscription #1907 and creates a switch order.
The recipe
Copy this into AeroChat
When a subscriber wants a different plan, size, quantity or frequency, follow these steps.
- Find their subscriptions in WooCommerce Subscriptions by the email or phone number on the subscription. If they have more than one, ask which one. Never share another customer’s subscription.
- Read the subscription’s items, recurring total, billing period and status.
- Read the product in WooCommerce and list the other subscription options it offers, with the price and frequency of each. Recommend the one that fits what they asked for.
- If the subscription is on hold or pending cancellation, tell them it needs to be active before it can be switched, and offer to restart it.
- Send the link to their subscription in My Account. Tell them to press Switch, choose the new option and confirm.
- Explain how the price difference works, from our proration rule in the knowledge base.
Never change the plan without the subscriber confirming it in My Account. Reply in the customer’s language.
Change step 6 to match your proration setting before you paste it.
What to connect
- Your WooCommerce store. Built in. Add a WooCommerce REST API key with read access to products and subscriptions.
- WooCommerce Subscriptions. The extension must be installed and active, with switching turned on in WooCommerce, Settings, Subscriptions, for the product types you sell.
- Your rules. Add your proration rule and plan descriptions to the AeroChat knowledge base.
After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect WooCommerce, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from the WooCommerce Subscriptions public documentation, the checklist asks you to check it once against the current docs.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
What you still decide
- Which plans subscribers can switch between, set in WooCommerce Subscriptions.
- How the price difference is charged on upgrades and downgrades.
- Which plan AeroChat recommends for common requests.
The result to expect
Subscribers who need more move up in a few taps, and subscribers who need less move down instead of canceling. Your team stops walking people through My Account.
Measure it with your own numbers: plan switches per month, and cancellations that mention size or frequency as the reason.
See also: subscription changes for WooCommerce.
Works on every chat channel
This workflow runs the same way on WhatsApp, Instagram, Facebook Messenger, Telegram, the chat on your store and email, with the same WooCommerce Subscriptions connection behind it. See what each channel does on the WooCommerce Subscriptions page.
Handle your next plan change in chat
Connect your store, paste the recipe, and ask your own number to move a test subscription to a bigger plan.
Start your 7-day free trial. No credit card needed.
Sign up for an annual plan on Growth or above and we’ll set up your workflows and connect WooCommerce Subscriptions for you, free. See plans.
