Answer plan questions while buyers are on your pricing page.

What do buyers ask on a SaaS pricing page?

A pricing page has to serve every kind of buyer at once, and a plan table can only hold so much. The questions it leaves open are about fit and conditions more than the headline price:

• “We’re a team of 12. Is the Team plan enough, or do we need Business?”
• “What happens if we go over the limit?”
• “Is single sign-on included, or is it an add-on?”
• “Can we pay annually by invoice?”
• “Do you have a discount for startups or charities?”

How does the sales agent answer pricing questions?

Load the sales embed on your pricing page. The button reads “Talk to sales” unless you change it, and the topic box suggests “Which plan would suit my team?” before the buyer types.

The agent doesn’t see your pricing page or know which plan the buyer is looking at. It knows the topic they typed and what they say, so everything it needs must be in its notes.

• The buyer types a question, such as whether the Team plan covers 12 people, then starts the call.
• The agent’s default instructions tell it to ask a brief question about their use case, so it can match a plan to their situation.
• It searches the approved sales notes and answers with what they say: the plan, the price and the condition that applies.
• When a buyer asks for something your notes don’t cover, such as a discount you’ve never offered, it’s told to say it doesn’t know and suggest your usual contact options.

How should you write pricing notes for the agent?

Website URL import is switched off, so the agent can’t read your pricing page. Write sales notes instead, and keep every number identical to what buyers see on the page.

When prices change, add a note with the new prices, then unapprove or remove the old note just before you approve the new one, so the agent never finds two prices for one plan.

• Put the plan comparison in one short note and name every plan in its first line. The agent reads about 4,500 characters from just before the first word it matched, so a note that opens with the plan names is usually read from the top.
• Write each condition beside the price it changes: seat minimums, usage limits, what happens at a limit, trial length and billing periods.
• Say what you don’t offer as plainly as what you do. If a plan has no monthly option or you give no startup discount, write that down, or the agent can only say it doesn’t know.
• Give the next step for each kind of buyer, such as starting a trial or contacting sales above a certain team size, and say where that link sits on the page.
• State the currency and whether prices include tax, if your page does.

What can’t the agent do on a pricing page?

It answers questions. Anything that changes an account or a deal stays with your team and your billing system.

• It can’t apply a discount, write a quote, take a payment or change a subscription.
• It can’t look up an existing customer’s plan or usage, so upgrade questions get the general answer from your notes.
• It can’t book a call with sales. Passing a buyer to your sales team is an early release: verify a UK or US number for the sales agent in Settings and turn handover on, and whoever answers hears a private briefing before the buyer joins. Customer routing is still being tested, so keep your contact sales link beside the widget.
• It greets buyers in English, and each call stops at 10 minutes.

What do pricing conversations tell you?

Filter the Conversations tab to sales calls and read what buyers asked on the way to choosing a plan. A question that keeps coming up is a line your pricing page should answer too, and a “don’t know” in a transcript is a note waiting to be written.

The Insights tab can save some of that reading. Its sales view groups the questions buyers raise across up to your latest 30 sales calls in the last 30 days, with quotes from the transcripts.

Common questions