Trial, Plan and Billing Without Surprises

What the trial includes

Everything. All connectors, all skills, the full assistant surface. There is no feature held back for a paid tier and no per-connector charge waiting at the end, so the trial is an honest test of the product rather than a demo of the product.

No credit card is required to start. That matters for two reasons: nobody gets charged because they forgot a date, and nobody is asked to trust a payment form before they have seen an answer they can verify.

What happens on day 30

Access is gated, not destroyed. Your account, your connections and the questions you have asked stay where they are. The assistant stops answering until a plan is chosen.

If you come back three weeks later and choose a plan, you resume where you stopped rather than rebuilding. The two exceptions worth knowing: a connector whose provider token expired while you were away needs reconnecting, and any saved view built on a source you have since disconnected will report the gap rather than a stale number.

There is no automatic charge and no silent downgrade. A trial that ends is a trial that ended.

Plans and seats

Three plans differ in how many people can use one account, not in what the product can do. Solo covers one person, Team covers five, Business covers ten. Additional seats on Business are 9.95 per person per month.

Same connectors, same skills, same assistant access on all three. If one person is doing the asking, buy the one person plan. The mistake to avoid is buying ten seats for one power user and nine spectators: a seat nobody signs into adds nothing, and connections are made by the people who need answers.

Change plan when the number of people changes, not when the questions get harder. Harder questions do not cost more.

How to cancel or change

Cancel from the billing settings on the account. It stops the next invoice, the plan runs to the end of the paid period, and your data stays until you decide otherwise. There is no exit interview and nobody calls to talk you out of it.

Downgrade works the same way but respects the seat count: if you have ten people on the account and move to a five seat plan, choose who stays before the change, otherwise the last people added lose access when the period turns.

Disconnecting a tool, deleting a user and cancelling a plan are three separate actions. Do the one you actually mean.

Questions worth asking before you buy

• →Which two questions will this answer every week that cost me time now? If you cannot name two, finish the trial before paying.
• →Who else needs to ask questions themselves rather than receive your summary? That number is your seat count.
• →Is there a system we cannot connect that holds a number we need? Find out during the trial, when the answer costs nothing.
• →Do we have a definition problem, meaning two people define revenue differently? That is a memory question, and solving it is worth more than any report.