Trial & Refund Policy

How the trial works

New workspaces start with a free trial. The clock starts the moment you connect your first channel or store, not when you sign up, so you never lose time before seeing the product in action. No credit card is required to start.

What's included

Nothing is feature-locked during the trial — only usage is capped:

• Every AI agent included in your plan, from Sales to Support to Analytics.
• Unlimited account and channel connections.
• Full guardrail configuration.
• Knowledge Base answers.

Only your usage allowance is limited. Every feature is available to try.

When you reach the cap

The cap is a soft limit, not a cutoff. Once you reach your trial allowance, new messages still land in your unified inbox with full context — the AI simply pauses auto-resolving new actions until you choose a plan or the trial ends. No customer is ever silently dropped.

No credit card

There's nothing to pay to start the trial, and no card is stored. Fair use applies: one active trial per verified business.

Integrations

You get full access to your connected store, whether through a native integration or our secure generic connector — both governed by the same guardrails and the same audit log. No one gets a second-class trial because of which platform they use.

Your data

You can export your full conversation and order history at any time, including immediately if the trial ends or you cancel. There's no separate "trained model" of your business to hand back, because none is ever built. See the Privacy & Security page for the full data lifecycle.

After the trial

If you don't choose a plan before your trial ends, a short grace period follows: the AI keeps working at a reduced allowance with reminders along the way. After that, AI actions pause, but your unified inbox keeps working as a manual tool, with every channel and your full history intact. Your guardrail configuration is kept for a limited window in case you come back. Money-touching guardrails — the zero-discretion default — never lapse, at any point.

Human fallback

Anything the AI isn't confident about is routed to you or your staff, with full context, never into a void. Early on, the escalation threshold starts conservative until you tune it to your comfort level.

Refunds

If something isn't working for you, contact us — we'll work with you directly on a resolution, including a refund where appropriate.

Contact

Questions about the trial: support@investasolution.com