Help Center

What can I offer to an Essential client?

General Characteristics

- The AgentBot service that we offer SMB clients is an Essential plan made up of three parts: one-time onboarding fee, membership and additional sessions. In Essential, membership includes 1,000 sessions. All additional sessions must be added in packs of 100.

- To start the service, it is necessary to prepay the onboarding fee with a credit card. Payment starts on day 0 and should be made in advance.

- There are two payment options: On a monthly or annual basis.

Monthly: Membership and additional sessions are paid for each month.

Annually: Membership is paid for 12 months at a discounted price. Additional sessions are paid on a monthly basis, also at a lower price than with the monthly plan.

- Fees for additional monthly sessions are charged automatically to the credit card on file.


Integrations

- The only integration included is Zendesk Chat and Support: For free. It does NOT include any other type of free integration. To learn more about these services, click on the links below.

Integration with Zendesk Chat

Integration with Zendesk Support

- If the client needs other integrations, including SalesForce, they can buy them separately.


Included in Essential

The services included in the Essential plan are:

-Onboarding Self-management with an unlimited capability to create questions and answers.

- Initial training: Platform overview, content upload and channel administration. Access to learning material.

- General support.

- All platform tools that can be self-managed (maps and forms are not included).

- Creation and self-management of the chat window.

- Support channels such as Web or App, with no specific requirements to segment content.


Not Included in Essential

- It does not include conditionals. If the client needs conditionals, they can have two Essential agents or switch to the Advanced plan, which does include it.

- It does not include content upload. However, they may pay for the upload, at the same price as everyone else.

- Web view extension answers.

- More limited version for reporting and analytics. They must switch plans to view the full version.


Support

- General support: includes common concerns about the platform, account management, Help and Bot for questions, and a support email address. In all cases, support is available through chat or by sending a ticket to the support team. There are NO assigned accounts.


Onboarding Services

- Initial Training: Guide for upload/management of content, and guidance on reading reports and best management practices.

- Support: through chat or by sending a ticket to the support team.


Training and Education

- Help Online: tutorials and material available for searching, learning or resolving concerns.

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