Signing up and your free trial

Signing up takes about two minutes. You create an account, add a card, and your trial runs free for 30 days. Nothing is charged today. Your plan starts on day 30, or sooner if you choose to go live.

Create your account

1. Go to the sign up page and fill in your full name, email, phone number and a password. The password needs to be at least 8 characters.
2. The phone number starts on Canada (+1). If your number is from another country, click the flag beside the phone box, type the country's name or its dialling code (for example 44 for the United Kingdom), and pick it from the list. Type the number without the country code. If you type or paste it anyway, the box takes it out for you, and a pasted number from another country switches the box to that country. A +1 number that is not a real Canadian or US number is refused with a message asking you to check it.
3. If you would rather not pick a password, use Continue with Google instead.
4. Press Create my account.

We do not ask for your business name at this point. That comes later, after you have signed up, so you are not filling in forms before you have seen anything work.

If you came from the pricing page, your account starts on the plan, number of contacts and billing period you picked there. If you went straight to sign up, it starts on Pro, billed monthly. Either way you can change plan any time from your billing page.

When you came from the pricing page, the sign up page shows your pick at the top, for example "Pro, 5,000 contacts a month, billed yearly". If it is not the plan you want, press Change plan to go back to the pricing page. The welcome screen shows the number of contacts too, on the plan card.

Verify your email

You are taken to a page asking for the code we just emailed you. See Why do I need to enter a code, and what if it never arrives? for what to do if it does not show up.

Start the trial

1. Once your email is verified, you land on a welcome screen. It shows Free for 30 days, and says plainly that a card is required and nothing is charged today. It also shows what your plan costs once the trial ends: the monthly price, or the total for the year if you chose yearly billing. If it cannot confirm the amount, it says the price is shown at checkout instead.
2. Press Start free trial. This takes you to Stripe to add your card.
3. Add your card on the Stripe page. Nothing is charged now, the same card is used if your plan starts. Stripe also asks you to tick a box agreeing that, after the 30-day trial, your plan renews automatically at the price shown until you cancel. The page shows that price and how often you pay it.
4. You are brought back to a short "Confirming your payment" screen while we finish setting up your account in the background, usually a few seconds, then you land in the product.

If you close the Stripe page without adding a card, nothing is charged and the welcome screen is still there waiting for you next time you visit.

If the button shows an error, email the support address shown under it and we will sort it out. If we invited you, reply to your invite email instead.

What you get during the trial

Web chat, your AI assistant and adding your own business knowledge all work right away. You can also add one phone number during the trial: add at least $10 of credit under Billing, turn on two-factor sign-in, then add a number for $5 USD a month. Once the number is on, texting and calls are paid for from that credit, the same as for a paying account. US texting also needs A2P registration, which you can start any time during the trial. See How do I get a phone number? for the full steps.

The charge date

We email you the charge date, the price, how often your plan renews and how to cancel, 7 days before it happens. If you do nothing, your plan starts automatically on day 30, on the card you signed up with. You can cancel any time before then from your billing page.

If the charge does not go through, or you cancel, your account moves to the free plan: web chat keeps working and your credit balance stays on the account, but a phone number you added is held for 14 days then released, and the AI assistant, softphone and A2P monthly fee stop. The free plan does not use credit, so you can add credit and turn automatic top-ups back on when you upgrade.