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AI Agents FAQs - Plan details, messages, training, and more

Common questions

1. How many AI Agents can I create with my plan?

Each AI Agent’s plan allows you to create up to 3 AI Agents. You can use a single AI Agent across all your channels or stores if their needs are similar. However, to manage operations more effectively and enhance customer personalization, you can assign separate AI Agents for each store or channel.

2. Do my messages renew each month?

Your default message quota will automatically reset at the beginning of each billing cycle.

If you need additional messages, Chative offers flexible options. You can purchase 1,000 extra messages for just $10 or enable the auto-purchase feature, which automatically adds more messages when your quota is running low. This ensures that your AI Agents can continue supporting customers without interruption.

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Any unused purchased messages during a billing cycle will not roll over to the next month. Notifications will be sent when your messages are almost used up, and you can check your message balance in the Billing and Usage section.

3. How does the free message testing work?

The SANDBOX plan includes 250 free messages for testing, with no expiry date. Use them to explore how AI Agents handle real-world scenarios, like responding to customer inquiries or automating FAQs.

4. Does the training quota for AI Agents renew automatically?

No, the training quota does not renew automatically. However, you can update or add new data sources at any time to improve the AI Agent’s knowledge base and ensure it stays accurate and aligned with your business updates.

5. How is training calculated?

The training quota is calculated based on the number of files, products, or URLs you upload. Supported file formats include PDF, DOCX, XLSX, and CSV, making it easy for you to manage and optimize your training content.

6. What kind of local files can I use to train the AI Agent?

AI Agents can learn from files in PDF, DOCX, XLSX, and CSV formats. These are common and optimized formats that allow AI to process information quickly and effectively.

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The AI cannot learn from videos or images, so make sure your files contain clear and well-structured text. Avoid uploading files with formatting errors or overly complex content, as this may reduce the AI’s training efficiency.

7. How does training with public URLs work?

When you provide a URL for training, the AI only learns from the specific page you supply, not the entire website. This helps the system focus on relevant information and ignore unnecessary content.

However, if the page contains advertisements or unrelated material, the AI might also scrape that content. We recommend reviewing and refining the scraped data before using it in your system.

8. What is Workflow?

Workflow is a powerful feature designed to help businesses automate repetitive tasks and manage conversations efficiently. It’s particularly useful when AI Agents need to collaborate with human agents to resolve complex customer requests.

Key capabilities of Workflow include:

  • Automatically assign a human agent to take over when a customer needs more help than the AI can provide.
  • Take notes to capture important details during interactions so agents can easily follow up without missing a beat.
  • Unassign AI Agent from conversations so that your staff can step in and support the customer directly.
  • Update customer details
  • Update conversation details

Workflow is available with TEAM or BUSINESS plans.

To learn more about setting up Workflow, read our documentation.

AI Agent plan questions

1. How are charges calculated when upgrading my plan?

When you upgrade from your current plan to a higher plan, the system calculates the difference based on the value and remaining days in your billing cycle.

Example:

  • You upgrade from the Basic plan ($19/month) to the Pro plan ($49/month) with 14 days left in your billing cycle.

  • You only need to pay this calculated amount to complete the upgrade.

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Your used message quota remains unchanged. For example, if you’ve used 300/1000 messages in Basic, this updates to 300/3000 in Pro.

2. What happens if I downgrade my plan?

When downgrading from a higher plan to a lower one, your used message quota remains the same.

Example:

  • You downgrade from the Pro plan (3000 messages) to the Basic plan (1000 messages).
  • Your message status will be 3000/1000, and you’ll need to pay back 2000 messages (or purchase additional messages) to continue using the service.
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There are no extra fees for downgrading.

3. What happens when I uninstall my AI Agent?

When you uninstall:

  • Your current plan will be canceled.
  • All AI bots linked to your account will be deactivated.
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If you reinstall the AI Agent, the system will start with the Sandbox plan.

4. What happens when I reinstall my AI Agent?

When reinstalling:

  • The system restarts with the Sandbox plan.
  • Your previously used Sandbox message quota will remain the same.

Example: If you used 250 messages in the Sandbox plan before uninstalling, reinstalling will retain the status as 250/250 messages.

5. Will I lose data when uninstalling or downgrading?

  • Uninstalling: Your AI bots will be deactivated, but previous data will remain stored in the system. You can restore data upon reinstalling.
  • Downgrading: No data is lost, but you need to ensure your used message quota fits within the new plan’s limits.

6. Can I upgrade or downgrade my plan at any time?

Yes, you can upgrade or downgrade your plan anytime during the billing cycle. However, note the following:

  • Upgrading requires paying the calculated fee difference.
  • Downgrading does not incur fees, but you must ensure your message usage does not exceed the new plan's limits.

7. How does the Sandbox plan work upon reinstalling?

The Sandbox plan is the default plan when you reinstall the AI Agent. All previously used messages remain unchanged and are not reset.

Example: If you used 250 messages in a prior Sandbox plan, upon reinstalling, your status will still show 250/250 messages.