Introduction
This article explains how the billing works for the Lofty AI Assistant / Chatbot. Additional information regarding setup and functionality can be found in their corresponding articles in the AI Assistant Help Center section.
Summary
Packages Available
There are four (4) AI Assistant packages available: Starter, Accelerator, Premium, and Enterprise:
Add / Renew
| Start Free Trial | Adding New Subscription | Renewing Subscription | |
| Effective Time | Immediately after on-boarding is complete. | Immediately after on-boarding is complete. | Immediately |
| Billing Time | Will not be billed. | Immediately | Immediately |
| Billing Amount | N/A | Billing amount is prorated based on the remaining days of the month. | Billing amount is prorated based on the remaining days of the month. |
| Allotment for Engaged Leads | Standard lead allotment of package. The top package will not go beyond the max amount because it is a free trial. | Lead allotment is prorated based on the remaining days of the month. | Lead allotment is prorated based on the remaining days of the month. |
*The available number of engagements does not roll over to the next month.
Upgrade / Downgrade / Cancel
| Upgrade | Downgrade | Cancel | |
| Effective Time | Immediately | Until the next month | Until the next month |
| Billing Time | Immediately | Will not bill this month. Will start billings for the new package next month. | Will not bill. |
| Billing Amount | The price difference between the two packages will be prorated based on the remaining days of the month. | $0 for this month. The standard amount for the new package on next month. | N/A |
| Allotment for Engaged Leads | The lead allotment of the new package will be prorated based on the remaining days of the month. | Will not update the lead allotment this month. Standard lead allotment for the new package will be available next month. | Will not update the lead allotment this month. Will stop use next month. |
Here's how to cancel your AI package:
Extra Charge
Engaged Lead = A lead that has responded to at least one message from the AI Assistant.
| Extra Charge | |
| Billing Time | Every first day of the month, the charge will be made for the previous month's extra charges. |
| Billing Amount | The amount will equal the extra engaged leads ($0.60 or $1.00/engagement) + the call forwarding ($0.03/min). |
*The available number of engagements does not roll over to the next month.
Extra Engagement Cap
For users with the Premium AI Assistant package, Lofty supports the ability to set a monthly dollar amount as a spending cap. This was designed because the Premium package allows for users to pay for extra engagements beyond the package allotment.
For billing, the payment on the first of each month will be the recurring monthly fee plus the extra amount used in the last month. Keep in mind that if the AI Assistant has not reached the limit established with the engagement cap, you will only be billed for the actual usage.
When AI Assistant engagements reach the upper limit for a month, the AI Assistant will stop working until the following month. This means that no new lead sources will be worked by the AI Assistant and the chat box on the website will turn into the standard website chat/contact form.
To edit this setting, go to Settings > Features > AI Assistant > Extra Engagement Cap:
Usage Emails
The following emails will be triggered when usage is getting close to hitting the limit:
Starter & Accelerator Packages
Premium Packages
Questions?
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.
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