Plans That Scale With Your Growth
From independent financial advisors managing client portfolios to growing businesses handling thousands of customer inquiries - choose the plan that fits your business stage and requirements.
Free
Testing & Evaluation
Test our AI agent with basic features
Key Features:
- 1 AI agent
- 100 message credits/month
- 3 source embeddings/day
- Chat widget
- Human-Agent Inbox
Basic
Independent Advisors & Small Businesses
Essential AI support for independent advisors and small businesses
Key Features:
- 1 AI agent
- 3,000 message credits/month
- 5 AI actions
- 2 team members
- 20 source embeddings/day
- Chat widget
- Human-Agent Inbox
- Human support ticketing
Pro
Financial Advisors & Growing Businesses
Complete solution for financial advisors and growing ecommerce/SaaS businesses
Key Features:
- 3 AI agents
- 10,000 message credits/month
- 10 AI actions
- 3 team members
- 50 source embeddings/day
- Chat widget
- Human-Agent Inbox
- Human support ticketing
- Fast shared support inbox
Business
Wealth Management Firms & Scaling Businesses
Advanced features for wealth management firms and scaling businesses
Key Features:
- 10 AI agents
- 50,000 message credits/month
- 15 AI actions
- 5+ team members
- 200 source embeddings/day
- Chat widget
- Human-Agent Inbox
- Human support ticketing
- Fast shared support inbox
Built for Your Industry
See exactly how businesses like yours are using AI Desk to scale their customer support and capture more revenue
Financial Advisors & Wealth Managers
24/7 Portfolio Support
Handle client portfolio questions, market volatility concerns, and basic investment inquiries instantly
Audit-Friendly Communications
Regulation-aware templates, comprehensive audit trails, and privacy-by-design workflows built-in
Client Acquisition & Scheduling
Capture leads, qualify prospects, and schedule consultations with calendar integration
Perfect for: Independent advisors, RIAs, wealth management firms, insurance agents managing 50-500+ clients
Ecommerce, SaaS & Growing Businesses
Customer Support Automation
Order tracking, product support, returns processing, and technical troubleshooting at scale
Lead Generation & Qualification
Capture website visitors, qualify prospects, collect contact info, and route hot leads to sales
Custom Business Workflows
Appointment booking, quote generation, inventory checks, and integration with existing systems
Perfect for: Ecommerce stores, SaaS companies, manufacturing, professional services, agencies
Enterprise & Custom Implementation
Advanced integrations, industry-specific compliance, and strategic AI optimization for financial firms and scaling businesses.
Financial Compliance
SEC, FINRA, regulatory frameworks
Custom Integrations
CRM, portfolio systems, APIs
Advanced Analytics
Reporting, insights, automation
White-label Solutions
Branded experiences, custom UI
Feature Comparison
Compare all features across our plans
| Features | Free | Basic | Pro | Business | Enterprise |
|---|---|---|---|---|---|
| Core Features | |||||
| AI Agents | 1 | 1 | 3 | 10 | Custom |
| Message Credits/month | 100 | 3,000 | 10,000 | 50,000 | Custom |
| AI Actions | None | 5 | 10 | 15 | Custom |
| Team Members | 1 | 2 | 3 | 5+ | Custom |
| Training Word Limit | 10K | 500K | 2M | 10M | Unlimited |
| Source Embeddings/day | 3 | 20 | 50 | 200 | Unlimited |
| Concurrent Embeddings | 1 | 2 | 3 | 5 | Unlimited |
| Integrations | |||||
| Website Widget | |||||
| Full Page Chat Link | |||||
| Page Embed | |||||
| Instagram DM Bot | |||||
| Custom Integrations | |||||
| API Access | |||||
| Agent Source Knowledge | |||||
| Google Docs Import | |||||
| Google Sheets Import | |||||
| Website Scraping | |||||
| File Attachments | |||||
| Auto-improve from human reply | |||||
| Custom Data Sources | |||||
| Industry-specific Knowledge | |||||
| Platform Features | |||||
| Human-Agent Inbox | |||||
| Human support ticketing | |||||
| Fast shared support inbox | |||||
| Analytics & Reports | |||||
| Client Support | |||||
| Email Support | Community | 48hr response | 24hr response | 12hr response | 12hr response |
| Dedicated Account Manager | |||||
| Custom Training | |||||
Add-ons & Extras
Customize your plan with these additional options
Extra Conversations
Multiple quantities supportedAdditional monthly conversation capacity beyond your plan limit.
Per 1000 conversations
Auto-Recharge Credits
Automatically add message credits when you are running low.
Billed per usage
Additional AI Agent
Multiple quantities supportedAdd extra AI agents beyond your plan limit.
Per additional agent
Remove AI Desk Branding
Remove "Powered by AI Desk" from your chat widgets.
Per workspace
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Frequently Asked Questions
Get answers to common questions about our pricing and features