Pricing

One advisor. Clear allowances. Room to grow.

Every plan includes guided discovery, recommendations from your own catalog, qualified lead capture and a branded Solution Plan for every completed conversation. 14-day trial, no card required.

Prices in USD. Annual plans are billed once per year. Test checkout requires configuration; live payments are not enabled.

Starter

For a single site turning enquiries into qualified, structured conversations.

$49per month

500 conversations / month
Leads: no separate cap (within conversation allowance)
100 catalog records
3 team members
1 advisor per workspace

1 advisor deployment
Website embed + hosted advisor page
Guided discovery and lead capture
Solution Plan for every completed conversation
Lead dashboard and CSV export
Analytics, custom branding and domain controls
Owner, admin and member roles

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Professional

Higher volume

For growing teams that need richer catalogs, analytics and team workflow.

$149per month

2,500 conversations / month
Leads: no separate cap (within conversation allowance)
Unlimited catalog records
10 team members
1 advisor per workspace

Everything in Starter
Unlimited catalog records
2,500 conversations per month
Up to 10 team members

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Business

For larger teams that need higher conversation volume and more seats.

$299per month

10,000 conversations / month
Leads: no separate cap (within conversation allowance)
Unlimited catalog records
25 team members
1 advisor per workspace

Everything in Professional
Up to 25 team members
Higher conversation volume
10,000 conversations per month

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Enterprise

For procurement, security review and bespoke commercial or deployment needs.

Customcontact sales

Custom conversations / month
Leads: no separate cap (within conversation allowance)
Unlimited catalog records
Custom team members
1 advisor per workspace

Everything in Business
Custom volume and seat terms
Procurement and security review process
Custom contracts and SLAs
Dedicated onboarding

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Plan allowances & features

Conversation allowances reset each calendar month, including on annual plans. Captured leads use the conversation allowance; they have no separate cap.

Allowance / feature	Starter	Professional	Business	Enterprise
Conversations / month	500	2,500	10,000	Custom
Leads	No separate cap	No separate cap	No separate cap	No separate cap
Catalog records	100	Unlimited	Unlimited	Unlimited
Team members	3	10	25	Custom
Advisors / workspace	1	1	1	1
Discovery, recommendations & Solution Plans	Included	Included	Included	Included
Catalog, leads, CSV export & analytics	Included	Included	Included	Included
Branding, team roles & domain controls	Included	Included	Included	Included

Document ingestion, grounded AI knowledge answers, automatic email, CRM/calendar connections and a WordPress plugin are not included as working integrations. Enterprise terms require agreement.

Common questions

What counts as a conversation?: One discovery session with one visitor, however many messages it takes. A new discovery session counts toward the monthly allowance; messages within that session do not count separately.
Do I need a card to start?: No. Every workspace begins with a 14-day trial so you can configure your advisor and test it before paying.
What happens if a payment fails?: Once billing is connected, a failed payment starts a 7-day grace period. Access is updated by verified payment notices; the advisor pauses if the grace period expires without recovery.
How do I install it?: Copy the installation script into a website that accepts custom JavaScript, or a WordPress Custom HTML block. A hosted advisor link is available if you cannot add code.
Can I change plans later?: Once billing is configured, owners and admins change or cancel their plan from Plan & billing. Access changes only after verified notices from the payment provider.