Trial status
Trial
15-day trial activation model
The trial experience should drive setup, adoption, team invites, and value discovery before the upgrade prompt.
Active
Launch the workspace
Connect channels, invite teammates, and set up your first routing rule.
Reach first value
Handle live conversations and activate your first AI or automation flow.
Operationalize the team
Turn on reporting, QA checkpoints, and shared customer visibility.
Convert to paid
Upgrade the workspace into a paid plan without losing settings, data, or momentum.
Activation path