Questions buyers and operators usually ask first.
The short version on rollout, demos, internal notes, agent controls, and scaling your operation.
Can we book a demo instead of signing up directly?
Yes. Teams with boutique requirements, multi-brand structures, or more involved rollout questions can book a demo instead of going straight through self-serve onboarding.
Is Automate built for both sales and support teams?
Yes. The shared inbox, assignment controls, internal notes, and agent workflows are meant to support both revenue and service operations.
Can AI agents be controlled tightly?
Yes. Agents can be configured with instructions, handoff rules, close-conversation logic, deal update controls, contact update permissions, and knowledge notes.
Do internal notes get sent to the customer?
No. Internal notes are separate from outbound messages, so team chatter and tagged mentions stay private inside the workspace.
Can I start with one workspace and add more later?
Yes. Workspaces can expand as your teams or brands grow, so you do not need to commit to the final structure on day one.
Is there a free trial?
Yes. Starter and Growth include a 3-day free trial so teams can connect channels and validate the workflow before paying.