The short version: Self Serve is a simple monthly subscription, Managed is monthly or annual, and Custom is quoted per build.
Is there a free trial?
Yes. Self Serve starts with a 7-day free trial and no credit card is required. Install Sarah, train her on your website, and test real conversations before the $49 per month subscription begins. Managed and Custom start with a demo call instead of a trial.
What is included in Self Serve?
Self Serve is the website chat agent on its own: the chat widget, 10 conversations per month, 5 booked appointments per month, training on up to 20 website pages, a calendar connection, and email support. The AI voice receptionist, texting, outbound follow-ups, AI CRM, and workflows are part of Managed.
What does Managed include?
Everything. Our team installs and configures Sarah, then adds the AI voice receptionist with a local phone number, the texting agent, outbound follow-ups across text, email, and AI voice calls, the AI-powered CRM, workflow automation, and more than 700 integrations. You get 300 conversations per month, a dedicated account manager, and a 24-hour turnaround on changes.
When should we consider a Custom build?
When Sarah needs to work inside your own systems: taking orders directly through your ordering platform, generating quotes from your pricing rules and catalog, or following approval steps and handoffs specific to your organization. Custom includes everything in Managed, starts with a scoping call, and is quoted per build.
Can I switch plans later?
Yes. You can move from Self Serve to Managed at any time from your account, and your website knowledge, settings, and conversation history come with you. Moving to Custom starts with a scoping call so we can plan the build.
Is there a setup fee or a contract?
Self Serve is billed monthly with no setup fee. Managed is billed monthly at $249 per month or annually at $200 per month, and installation is included in the price. Custom builds are quoted with their own scope and terms before any work begins.
How do I pay?
Self Serve is paid by card through secure Stripe checkout once your trial ends. Managed billing is set up on the demo call and charged monthly or annually by card. Custom builds are invoiced according to the quote.