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.

Financial Advisors & Wealth Managers
Portfolio Q&A • Audit-Friendly Workflows • Privacy-by-Design
Ecommerce, SaaS & Growing Businesses
Order Tracking • Lead Capture • Custom Workflows

Free

Testing & Evaluation

$0/mo

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
Start Free

Basic

Independent Advisors & Small Businesses

$49/mo

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
Most Popular

Pro

Financial Advisors & Growing Businesses

$99/mo

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

$299/mo

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

1

24/7 Portfolio Support

Handle client portfolio questions, market volatility concerns, and basic investment inquiries instantly

2

Audit-Friendly Communications

Regulation-aware templates, comprehensive audit trails, and privacy-by-design workflows built-in

3

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

1

Customer Support Automation

Order tracking, product support, returns processing, and technical troubleshooting at scale

2

Lead Generation & Qualification

Capture website visitors, qualify prospects, collect contact info, and route hot leads to sales

3

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

FeaturesFreeBasicProBusinessEnterprise
Core Features
AI Agents11310Custom
Message Credits/month1003,00010,00050,000Custom
AI ActionsNone51015Custom
Team Members1235+Custom
Training Word Limit10K500K2M10MUnlimited
Source Embeddings/day32050200Unlimited
Concurrent Embeddings1235Unlimited
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 SupportCommunity48hr response24hr response12hr response12hr response
Dedicated Account Manager
Custom Training

Add-ons & Extras

Customize your plan with these additional options

Extra Conversations

Multiple quantities supported

Additional monthly conversation capacity beyond your plan limit.

Per 1000 conversations

$9/mo
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Auto-Recharge Credits

Automatically add message credits when you are running low.

Billed per usage

$14 per 1000
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Additional AI Agent

Multiple quantities supported

Add extra AI agents beyond your plan limit.

Per additional agent

$39/mo
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Remove AI Desk Branding

Remove "Powered by AI Desk" from your chat widgets.

Per workspace

$29/mo
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Frequently Asked Questions

Get answers to common questions about our pricing and features