Frequently Asked Questions

AgentDesk plans start at $79/month for the Starter tier, which includes one active agent and up to 400 tasks per month. The Growth plan is $199/month and supports up to five agents and 2,500 tasks. Enterprise pricing is available for organizations that need custom agent counts, dedicated infrastructure, and SLA-backed support.

Yes. All new accounts receive a 14-day free trial with full access to Growth plan features. No credit card is required to sign up. If you choose not to continue at the end of the trial, your account is automatically deactivated.

Simple agents with one or two integrations can be deployed in under an hour using AgentDesk's guided setup flow. More complex configurations — with custom escalation rules, multi-step workflows, or industry-specific prompts — typically take one to two business days.

No. AgentDesk is designed for non-technical users. The setup interface uses plain-language configuration, and every agent template includes pre-built prompts and suggested integrations. If you need help, the onboarding team is available during the trial period.

AgentDesk agents integrate with over 120 tools including Salesforce, HubSpot, Gmail, Outlook, Slack, Microsoft Teams, Notion, Airtable, Intercom, Zendesk, Stripe, QuickBooks, and Shopify. Any tool with an API or webhook can typically be connected. The full list is on the Integrations page.

Yes. Agents can send emails through Gmail or Outlook and messages through Slack or Microsoft Teams. You control whether the agent acts autonomously or routes messages through an approval queue before sending.

Yes. The Growth plan supports up to five active agents, and the Enterprise plan supports unlimited agents. A common setup includes a Sales Agent, a Customer Support Agent, and an HR Onboarding Agent running in parallel across different workflows.

Agents are configured with escalation rules that define what to do when a task falls outside their confidence threshold. Depending on your configuration, the agent may flag the task for human review, send a notification, or transfer the interaction to a team member. All escalations are logged.

During setup, you provide your business context through a structured configuration form. You can also upload documents, internal SOPs, product descriptions, and FAQs to the agent's knowledge base. The agent references this material when handling tasks and improves over time as you provide feedback.

Yes. You can pause an agent or cancel your subscription at any time from account settings — no call required. Cancellation takes effect at the end of the current billing period, and your data is retained for 30 days.

All data is encrypted in transit with TLS 1.3 and at rest with AES-256. AgentDesk is SOC 2 Type II compliant. Access to customer data is restricted by role-based access controls, and no customer data is shared with third parties beyond the integration services you explicitly authorize.

No. Your data, task history, and business content are never used to train AI models — neither our internal models nor any external foundation model. This is a firm policy.

AgentDesk organizes agents by business function: Sales, Marketing, Customer Support, HR, Finance, and Operations. Each category includes purpose-built templates with function-specific prompts, recommended integrations, and industry benchmarks for typical task volumes and outcomes.

Yes. AgentDesk agents operate 24/7 by default unless you configure a specific active window. This is especially useful for handling inbound inquiries overnight, processing orders on weekends, or supporting customers across time zones.

Agents can understand and respond in over 40 languages including Spanish, French, German, Portuguese, Japanese, Mandarin, and Arabic. Language detection is automatic, so the agent can switch languages mid-conversation if needed.

Billing is monthly and charged automatically to the card on file at the start of each billing cycle. Annual plans are available at a discount. Plan upgrades take effect immediately with prorated charges, and downgrades apply at the next renewal.

If you are unsatisfied within the first 30 days of a paid subscription, contact support for a full refund. After 30 days, refunds are evaluated case by case.

A task is one discrete unit of work completed by the agent — such as responding to a customer inquiry, creating a CRM record, or sending a follow-up email. Multi-step tasks that require internal reasoning still count as a single task toward your monthly limit.

Yes. You can add team members to your account and assign them to shared agents. Permissions can be scoped so some members can only view agent activity while others can modify configuration or interact with the agent directly.

Each agent has a real-time activity dashboard showing task completions, errors, escalations, and response times. Weekly summary emails are sent by default, and you can configure Slack or email alerts for specific events such as failed tasks or high escalation rates.

When your monthly task limit is reached, the agent pauses new tasks and you are notified immediately by email. You can upgrade your plan or purchase additional tasks to restore service without waiting for the next billing cycle.

Yes. AgentDesk includes pre-built templates for retail, professional services, real estate, healthcare administration, legal operations, and financial services. Each template includes domain-specific prompts and compliance considerations appropriate to that industry.

A virtual assistant is a person who works a fixed number of hours and has a limited capacity. An AgentDesk agent operates continuously, handles parallel tasks without delays, and costs a fraction of what a full-time VA costs. Agents also integrate directly with your tools, eliminating the handoff friction common with human assistants.

Yes. AgentDesk agents have native integrations with Salesforce, HubSpot, Zendesk, Intercom, and Freshdesk. Agents can create and update records, pull account history, log interactions, and trigger follow-up sequences — all without manual input.

Click Get Started Free on any page to create your account. After signing up, you will be guided through a short setup wizard that helps you select an agent category, configure your business context, and connect your first integration. Most users have a working agent within the same session.