Question 1

Is the free plan really free? What's the catch?

Accepted Answer

Yes, completely free. No credit card required, no time limit, no feature that gets locked behind a paywall after 14 days. The free plan is genuinely built for solo founders who are doing all their selling themselves. The only limit is that it's for one person. When you hire your first sales team member, that's when you upgrade to Startup.

Question 2

What does "per seat" mean exactly?

Accepted Answer

A seat is anyone with an Agent07 login in your organisation. If you have five people who use Agent07, you pay for five seats. It doesn't matter whether they're active every day or log in once a week — each login counts as one seat.

Question 3

Can I start on the free plan and upgrade later?

Accepted Answer

Yes. Start free, sell, see the value, then upgrade when your team grows. Your data, deals, contacts, and history all carry over when you upgrade. Nothing is lost.

Question 4

What happens if my team grows beyond the plan limit mid-month?

Accepted Answer

You can upgrade your plan at any point. If you add a member that pushes you over your current plan's seat limit, we'll prompt you to upgrade. You won't be charged retroactively — the new rate applies from the next billing date.

Question 5

Do you offer annual billing or discounts?

Accepted Answer

Yes! We offer a 20% discount on annual billing for all paid plans. Click the 'Annual — Save 20%' toggle on our pricing page to book a meeting with our team and lock in your annual rate.

Question 6

Can I cancel at any time?

Accepted Answer

Yes. No cancellation fees, no lock-in periods, no phone call required to cancel. You can cancel directly from your account settings. Your plan stays active until the end of the billing period you've already paid for.

Question 7

What counts toward my meeting recording limit?

Accepted Answer

Each meeting you record and transcribe through Agent07 counts as one recording toward your monthly limit. Meetings that are synced from your calendar but not recorded don't count. The Startup plan includes 50 recordings per member per month, and Pro includes 100 — which covers the vast majority of active sellers.

Question 8

What happens if I hit my AI token limit?

Accepted Answer

We'll notify you before your allocation runs out so you're never caught off guard. If you consistently exceed your monthly allocation, we'll suggest upgrading to the next plan. We don't cut off your access mid-month without warning — we'll always reach out first.

Question 9

What does "500 email & calendar sync" on the free plan mean?

Accepted Answer

When you connect Gmail, Agent07 reads your email history to build your initial deal and contact picture. On the free plan, we sync the most recent 500 emails and calendar events. On paid plans, Agent07 syncs continuously going forward from the day you connect with much higher limits.

Question 10

What integrations are included in the Pro plan?

Accepted Answer

Pro includes Gmail, Google Calendar, Microsoft Email, and Outlook. Additional integrations — Slack, HubSpot, Apollo, Zapier, Outreach, Salesloft, LinkedIn Sales Navigator, and others — are available on Enterprise plans or on request. If there's a specific tool you need, contact us and we'll tell you exactly where it sits on the roadmap.

Question 11

Is document storage per member or shared across the team?

Accepted Answer

Per member. Each member on the Startup plan gets 1GB of their own storage. On Pro, each member gets 5GB. On Enterprise, storage is unlimited and shared across the org.

Question 12

Is my Gmail data private? Who can see my emails?

Accepted Answer

Your emails are processed by Agent07's AI to extract deal signals, contacts, and insights. We do not sell your data, share it with third parties, or use it to train AI models. Your email content is processed in transit and used only to power your own Agent07 account.

Question 13

What happens to my data if I disconnect Gmail?

Accepted Answer

Disconnecting Gmail or Google Calendar removes our access. We delete the connection and its tokens and stop syncing straight away. The CRM records already built from it, your deals, contacts, meetings and activity, stay in the workspace, because they are your team's record rather than a copy of your mailbox. To clear those too, an org admin has two options in settings: Reset, which deletes a member's deals and activity so they can start over, and Offboard, which wipes their activity, archives their deals for a teammate to pick up, and revokes their access. An admin can also tear down the whole organisation, which removes the workspace and its data.

Question 14

Is Agent07 SOC2 certified?

Accepted Answer

We are currently working toward SOC2 Type II certification. Enterprise customers can request our current security documentation and data processing agreement. We take security seriously and are happy to answer specific questions — reach out at security@agent07.ai.

Question 15

Where is my data stored?

Accepted Answer

Agent07's infrastructure runs on secure Google Cloud Platform (GCP). All data is encrypted at rest and in transit. Enterprise customers can request information about specific data residency requirements.

Question 16

Can my sales manager or admin see my individual emails?

Accepted Answer

No. Agent07 surfaces deal-level insights and activity to the team — but individual email content is only visible to the member whose Gmail account is connected. Managers see deal activity and signals, not raw threads.

Question 17

What is the Agent07 context layer?

Accepted Answer

It brings deal-related emails, meetings and documents together so agents can work from the same relevant context, subject to access permissions. The Workspace is the core suite built on this layer.

Question 18

Can we start with the Workspace and add other products later?

Accepted Answer

Yes. Workspace is the core suite. Auto-CRM, Outbound and Support extend the same context layer and team-authored rules.

Question 19

What does the Agent07 Workspace include?

Accepted Answer

Workspace brings together email, meetings, the Vault for documents, the Brain for team knowledge and rules, and agents that prepare work such as follow-ups, summaries and decks.

Question 20

Can the agents use our team's messaging and policies?

Accepted Answer

Yes. You can put your team's approved knowledge, skills and policies in the Brain so agents have guidance when preparing work. People remain responsible for reviewing and approving outputs.

Question 21

How do agents find the right document for a deal?

Accepted Answer

The Vault makes connected documents searchable by meaning and links relevant material to deal context, rather than relying only on a filename or folder.

Question 22

Do we still have to update the CRM by hand?

Accepted Answer

No. Agents keep it current for you. Contacts, companies, deals, stages, next steps and enrichment are all updated from your connected email and calendar, so the record is already there rather than waiting for someone to type it.

Question 23

What if it gets something wrong?

Accepted Answer

You edit it and your edit stands. Nothing is locked, and a later sync will not overwrite you.

Question 24

Can we bring our pipeline over from HubSpot or Salesforce?

Accepted Answer

Yes. Deals, contacts, companies and history come across from HubSpot, Salesforce or Pipedrive. It is self-serve on Startup and Pro, and we do the migration for you on Enterprise.

Question 25

Can we customise the CRM to how we sell?

Accepted Answer

Yes, and you can hand the whole thing to whoever owns RevOps. Pipeline stages, deal sources and deal visibility are built in and editable. The Customize page is where you add the rest: custom fields for anything you track, stage gates that hold a deal until it qualifies, routing rules for who picks up a new record, and automations that raise a task or ping a channel when a deal goes quiet. Build it by hand, or tell the RevOps Agent what you want and it drafts the change for you. Nothing takes effect until you apply it, recent changes can be undone, and every change is written to the audit record. The added layer is on Pro and Enterprise.

Question 26

What can we ask the CRM Agent?

Accepted Answer

Anything about your deals, because it has already read them. Emails, meeting transcripts, notes, product feedback, contract details. Ask in plain language who has gone quiet, what the objection was, or what you agreed on a call six weeks ago, and it answers from your own records instead of a report someone had to build first.

Question 27

What happens when someone leaves, or we want data removed?

Accepted Answer

Three options, and an admin runs all of them. Reset clears one person's deals and activity so they can start fresh, keeping the org's shared contacts, companies and documents. Offboard revokes their access and archives their deals with the full history attached, so a teammate picks them up rather than losing them. Deleting the organisation removes the workspace and everything in it.

Question 28

Can we see what changed, and get our data out?

Accepted Answer

Both live in the Audit tab. The record is a permanent, filterable log of everything that happened in your workspace: settings changed, admin actions, field-level edits with their before and after values, and every export, newest first. Alongside it you can download your data whole, a zip of deals, contacts, companies, activity, tasks, meetings, summaries and notes, plus your Brain (skills, ideal customer profile and learnings) as CSVs and as Markdown files, with a manifest listing exactly what is inside, a CSV of everything the AI generated, and an Org Dossier that writes your current setup out as a document the next admin can read. Nothing is locked in.

Question 29

How does Agent07 help coach sales reps?

Accepted Answer

The Coach Agent uses meeting and deal context to surface scorecards, winning plays and coaching opportunities based on your team's work.

Question 30

How does Agent07 learn what we sell and who we sell to?

Accepted Answer

You give it your website. It reads your public pages and comes back with a draft of your ICP, your positioning and your messaging. You review it, edit anything that is off, and confirm. Nothing is used for outreach until you have signed it off.

Question 31

Who writes the messages, and do they send automatically?

Accepted Answer

Agent07 drafts both the email and the LinkedIn note. A person always reviews and sends, so nothing leaves your name without you seeing it. Your marketing lead sets the rules the drafts follow, the shape of the message, the phrases you never want sent, and the words to avoid, on a page they can edit at any time.

Question 32

How do we build a prospect list?

Accepted Answer

Four ways, and you can mix them: ICP search across the provider network prefilled from your approved ICP, lookalike sourcing from the customers you already won, pasting LinkedIn profile URLs, and CSV import. ICP search and lookalike sourcing are paid-plan features; on the free plan you can still build lists by URL or CSV.

Question 33

Do we need a separate data vendor to find emails?

Accepted Answer

No. Enrichment is included. We run a range of providers and fall through them until one returns a verified email, so an outage slows a lookup down rather than stopping it. Paid plans include a monthly prospect credit allowance, 500 on Startup and 2,000 on Pro.

Question 34

What does it use to personalise a message?

Accepted Answer

Four things. Who the prospect is, their role, their company, and anything recent worth mentioning like a funding round, a new job or a post they wrote. What you sell, from the positioning you signed off. Which buyer they are, so a VP of Sales and a RevOps lead do not get the same pitch. And how the rep normally writes, taken from their own sent mail.

Question 35

Does outbound activity land in the CRM?

Accepted Answer

Yes, and that is what makes the drafts get better. Sends, opens and replies come back onto the record automatically, and Agent07 learns from them, so the openings and angles that earn replies for your team show up in the next batch of drafts and the ones that go nowhere stop appearing. A prospect who turns into a deal arrives with their whole history already attached.

Question 36

What does outbound learn from replies and calls?

Accepted Answer

Reply and call outcomes provide feedback about which approaches are working, so the team can refine prospecting and messaging over time.

Question 37

What is the Support desk?

Accepted Answer

A shared support queue that lives inside Agent07 rather than beside it. Customers write in, an AI assistant answers first from your own help content, and a named person picks it up when the assistant cannot. Because it sits in the same workspace as your CRM, every conversation is attached to the deal or account it came from, so the rep on the renewal already knows what the customer has been asking about.

Question 38

How do customers reach us?

Accepted Answer

Three ways, and you can use any combination. A hosted page you can link to, a chat widget you paste onto your own site with one line of script, and your own support email address. Your team answers all of it in one place.

Question 39

Do we need a new email address, or DNS changes, to use support email?

Accepted Answer

No. You connect the mailbox you already own, support@yourcompany.com, with Gmail or Outlook, the same way you connect your own inbox. There is no forwarding address of ours, no DNS record to add and no mail vendor to sign up for. Mail arriving there opens a conversation, and replies go back out as a normal email reply.

Question 40

Will the AI make things up about our product?

Accepted Answer

No. It answers only from the help content you give it. When your content does not cover a question, it hands the conversation to a teammate rather than guessing or stalling. It also keeps the customer informed: after ten seconds it says who has picked it up and how long a reply usually takes, and after a minute it promises a follow-up by email, then keeps that promise.

Question 41

What does the assistant know about the customer it is talking to?

Accepted Answer

Only what that person already knows about their own relationship with you: their company name, whether they are a customer or still evaluating, who looks after their account, and how many of their conversations are open. It never sees your commercial data. Not deal value, not pipeline stage, not renewal dates, not health ratings or internal notes. Those are not hidden from it by an instruction, they are never put in front of it at all. Your team still gets the full picture, in your private channel, whenever a conversation reaches a person.

Question 42

Does support work show up against the deal?

Accepted Answer

Yes. Every conversation is matched to the right deal or account from the sender's email address, and shows on that record with its ticket number, status and outcome. Anything that reaches a human gets a reference like #142 that your team and your customer can both quote.

Question 43

How does it know if we are replying fast enough?

Accepted Answer

You set a first-reply target per desk, measuring how long someone waits for a person rather than for the assistant. The defaults are the published B2B SaaS benchmarks, an hour for chat and four hours for email. Anything past its target is flagged in triage, and the desk reports how often you actually hit it.

Question 44

Does the desk get better over time, or do we maintain it forever?

Accepted Answer

It learns from your team. Every conversation a person answered becomes a reusable answer in the assistant's knowledge, so the next customer asking the same thing gets an immediate reply instead of a queue. You can review each one before it goes live if you prefer. The desk also ranks the questions people still have to escalate, which gives you a content backlog in the order worth writing it.

Question 45

Is Support available on our plan?

Accepted Answer

The Support Agent is included on every paid plan, Startup, Pro and Enterprise, at no extra cost, with no per-resolution or per-conversation fee. While we roll it out we switch each desk on with you rather than leaving it to a toggle, so talk to us and we will enable it for your team and help you load your existing help content.

Feature	Free	Startup	Pro	Enterprise
Workspace
Email & meeting capture — AI drafts and summaries
Email & calendar sync	500 / mo	1,000 / mo	2,000 / mo	Unlimited
Meeting recordings	25 / mo	50 / mo	200 / mo	Unlimited
Vault — versioned documents
Second Brain — skills, policy, approvals
Workspace Agent — decks, one-pagers, invoices
Email open tracking
Auto-CRM
Auto-logging — contacts, stages and next steps
Conversation intelligence
CRM Agent — ask anything, get instant answers
Revenue forecasting — pipeline, velocity, conversion
Coach Agent — plays, objection library, scorecards
Custom analytics reports
RevOps controls — stage gates, required fields, routing
CRM migration		Self-serve	Self-serve	Done for you
Outbound
Prospecting Agent — ICP search and lookalike
Waterfall enrichment — prospect credits / month		500	2,000	Custom
Personalized outreach — email and LinkedIn
Support Agent — your customers' desk
Conversations / month		Unlimited	Unlimited	Unlimited
Omnichannel intake — page, widget, your support@
Desks		Support	Support + Onboarding	Unlimited
Support analytics
Knowledge management
Knowledge approval workflow
Platform & security
Team members	1 only	Up to 10	Up to 50	Unlimited
AI tokens / month	500K	2M	5M	Unlimited
Document storage		1GB / seat	5GB / seat	Unlimited
Gmail, GCal, MS Email, Outlook	1 account	1 account
Slack, HubSpot, Apollo, Zapier + custom
SSO / SAML
Audit logs
Data residency (US / EU)
Custom DPA
Support from Agent07 — help for your own team
Support tier		Email & call	Priority · 24h	Dedicated
Dedicated account manager
SLA & uptime guarantee

Pay for what your team actually uses.

Startup

Pro

Enterprise

The four products, in every paid plan.

Everything, side by side.

Free

Live in days, not months.

You don't manage tokens.
We do.

Security your CISO will approve.
Setup your reps will love.

Everything you'd want
to know before signing up.

What you are buying, and what it costs.

Start free.
Upgrade when your team does.