Free
For a small queue and a first look at the workflow.
- 50 requests / month
- 1 team member
- 5 client records
- 25 knowledge entries
- 25 AI analyses / month
Clear plans. A useful starting point.
Try the Pro workspace for 30 days without a credit card. Choose a plan when you know what your team needs.
For a small queue and a first look at the workflow.
For a team handling the work together.
For larger teams and a broader operation.
Prices are per workspace, billed monthly in USD. New workspaces receive a 30-day Pro trial, then return to Free unless upgraded. Copilot requires workspace activation. Voice setup and usage are separate.
| Included capacity | Free | Pro | Enterprise |
|---|---|---|---|
| Monthly requests | 50 | Unlimited | Unlimited |
| Team members | 1 | 5 | Unlimited |
| Client records | 5 | 50 | Unlimited |
| Knowledge entries | 25 | 500 | Unlimited |
| Monthly AI analyses | 25 | 500 | Unlimited |
Work profiles shape the terminology, intake, and AI guidance for IT, creative, internal services, product, finance, and custom work. Your workspace settings and permissions control the capabilities available to each person.
Copilot is enabled separately for a workspace. It is not automatically available in every new account. Contact us to confirm access, supported actions, and the rollout for your team.
Branded portals have their own access and configuration requirements. Custom domains require verification. Voice channels require provider setup and have separate usage. We will confirm these for your rollout rather than assume every configuration is included.
A workspace on the Free plan receives Pro-level access during its active trial. It returns to Free when the trial expires unless you upgrade. No paid subscription starts without choosing a paid plan.
Confirm the right configurationNo. Work profiles adapt the vocabulary, request types, tracking, and AI guidance for MSP/IT, creative, internal services, product development, finance/procurement, and custom workflows.
Yes. New workspaces start with a 30-day Pro trial. When it ends, the workspace returns to Free unless you choose a paid plan. You can also try the sample intake playground without an account.
Copilot proposes changes for review and confirmation, then checks permissions again. Separately configured ticket automations and automatic responses follow your workspace rules and thresholds.
Copilot requires workspace activation and the appropriate permissions. Contact us to discuss access. It is not automatically enabled for every new workspace.
Yes. Configured email channels and branded portals can feed the same workspace. Your team keeps the conversation, owner, files, and status with the request.
The films and screenshots show Assist Engine in isolated demo workspaces with fictional records. Some sequences are shortened. The playground is a browser-only example and does not submit a request.
A better way to start