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Video walkthrough and tutorials

See the app workflow with sample records and follow the step-by-step guides.

Open video walkthrough & tutorials

Can I buy a new plan?

Create and verify your account, then choose a monthly plan and accept the displayed agreement before Stripe Checkout. Create an account and choose a plan, or request a demo first.

Basic: $119/month. Pro: $249/month. No setup fee. Software setup is included with your plan. Custom integrations are quoted separately. New plans are monthly only.

Both plans include an AI receptionist for incoming calls, caller details and appointment booking after configuration and a passed activation test. Basic includes 100 AI call minutes and 250 SMS segments per month, 2,500 stored contacts and initial import up to 1,000 records. Pro includes 300 AI call minutes and 750 SMS segments per month, 10,000 stored contacts and initial import up to 5,000 records. Included minutes and SMS reset monthly with no rollover. Optional prepaid top-ups cost $60 for 100 AI call minutes or $25 for 500 SMS segments. No automatic top-ups or overage charges.

For eligible, activated monthly workspaces, Basic includes 100 AI reply drafts, 20 pasted-text estimate imports, 5 PDF estimate imports and 200 website answers per billing period. Pro includes 300 AI reply drafts, 60 pasted-text estimate imports, 15 PDF estimate imports and 600 website answers.

These counts are separate from the AI voice-minute and SMS allowances. Counts reset with a new paid monthly billing period; unused counts do not roll over. Pending requests count against the allowance. No automatic AI overage purchases. An eligible active plan, workspace activation and remaining allowance are required. Phone, messaging and integrations still require their own configuration and tests. You do not need your own OpenAI account or API key, and these four AI allowances do not require a separate credit purchase.

What happens for an existing paid setup?

Stripe collects the required business intake details with payment. We verify the setup request, then send customer-workspace access and secure transfer instructions.

Where should I send customer records?

Do not send them through the public website or ordinary email. Secure transfer instructions are provided only after payment and project confirmation.

What if an existing paid setup is not accepted?

If we determine during intake that the project cannot be accepted, the setup is cancelled and the amount paid is refunded under the Service Terms.

What does the first payment include?

The first payment is $119 for Basic or $249 for Pro, followed by the same monthly renewal. Software setup is included; there is no setup fee. Connected services still require their own configuration and testing. Business integrations require configuration, authorization and testing.

See the current Service Terms before purchasing.

What applies to an existing setup payment?

Your accepted agreement and its refund provisions remain unchanged. The legacy Service Terms remain available. Contact support for your particular agreement. New monthly purchases use the current Service Terms.

Do I need ChatGPT?

No. The mobile app works independently and does not use a ChatGPT account.

Where are my entries stored?

Lead imports and analysis remain on your device. If an authorized owner requests a server preview or live send, only that selected batch and its campaign details are processed by the secure backend and email provider.

How do I erase my entries?

Open Email Follow-up, select Reset my local entries, and confirm. This removes device data, not campaign audit or suppression records needed to honor prior sends and opt-outs.

Does the app send messages?

The audit app can send a controlled email batch of up to 25 recipients after owner sign-in, verified sender checks, a server preview, and a second exact-batch approval. The client portal also supports reviewed email campaigns and reply handling. SMS is awaiting phone-service activation; outbound voice recovery is not enabled.

Why is live email blocked?

Resend must be connected, the From domain must pass authentication, the audience and message gates must be complete, and the exact server preview must be approved. A blocked state means no email was sent.

How does a recipient unsubscribe?

Every live recovery email includes a no-login one-click unsubscribe link and a monitored Reply-To address. Unsubscribed, complained, and hard-bounced addresses are suppressed from later sends.

Why is the campaign on hold?

Record ownership, opt-out handling, human approval, and fulfillment capacity are required safety gates.

Are the estimates guaranteed?

No. Calculator results are planning scenarios based only on the values you enter.