What the trial includes, how long it lasts, and what it is for. Follow the steps in order, then use the example and common mistakes sections to verify you understood the flow. The trial exists to prove the assistant works before the user commits to a recurring plan or add-on spend.
Follow this page in order. Read the steps first, watch the video when available, then use the common mistakes section to avoid setup errors.
This lesson is about start and use the trial assistant and how to do it correctly the first time.
Read this section first. Each step tells you what to click, what to enter, and what should happen next. Use the video after the steps if you want to see the same flow in motion.
Trial is one-time only and is meant for a first assistant when no other assistant exists for the eligible account/team. Confirm the result before you move to the next step. Check whether the account or team is actually eligible before trying to start the trial assistant.
Trial includes fixed minutes, one language pack, one calendar, and recordings for the trial period. Confirm the result before you move to the next step. Use the trial card to activate the one-time trial product and keep the assistant in a dedicated trial state.
Use the trial payment path to start the trial assistant and keep it in a dedicated trial state. Confirm the result before you move to the next step. Test the assistant with calls, messages, and scheduling before deciding whether to upgrade to a paid plan.
Use this video for better understanding this resource. The video bellow tries to explain more indeep this guide part.
This lesson is ready in text form first. Add the YouTube video ID here when the walkthrough is recorded.
A first-time user activates the trial to test live calls, recordings, and appointment handling before committing to a full plan.