Every plan includes full onboarding, tuned AI playbooks, and a 7-day full-access trial.
For growing agencies that need proactive retention.
For larger teams that need custom workflows and SLAs.
This isn’t a feature checklist. It’s everything you need to stop losing retainers by surprise.
Real-time risk scoring on every relationship with narrative context.
Wake up to the 3–5 accounts that need intervention and the exact steps to take.
Score CSMs on response time, tone, and follow-through.
Instant SMS/Slack pings when sentiment dips or comms go dark.
Read-only OAuth, encrypted at rest + in transit, EU hosting available.
We import clients, connect inboxes, and tune prompts for your tone.
Seven days of full-featured access to the plan you choose. We help you connect inboxes and import clients on day one.
Yes. It keeps out bad actors and lets us grant full access instantly. Cancel inside the trial window and you will not be billed.
Anytime. Upgrades happen instantly with prorated billing. Downgrades take effect on the next renewal date.
OAuth-only, read-only scopes. No stored passwords, and we never train shared models on your data.
Drop in a card, connect your inboxes, and let RetainerBot monitor every relationship for the next 7 days.