Know when the pilot starts
The free plan includes 20 AI resolutions each month and does not require a credit card. Opening the workspace, exploring the sample dashboard, connecting a channel, or adding knowledge does not start a paid subscription.
Begin with representative requests
A workspace test is labeled as a test and does not send an external customer reply. When you test a live intake path, confirm the recipient and sender configuration before approving anything.
- Add the product guidance your team would normally trust for the test scenario.
- Use a requester address and support recipient that you control.
- Send a realistic question through Ask AI or email.
- Inspect the answer, matched knowledge, citations, and any ticket that was created.
- Edit or approve the response only after checking the customer context.
What happens at the monthly AI allowance
Free includes 20 AI resolutions each month and has no automatic overage charge. When the allowance is used, the widget stays available and visitors can still send a question as a ticket, but AI answering pauses until the next billing month or an eligible paid plan.