Ace AI Free Trial Guide

Created by Austin Archuleta, Modified on Wed, 16 Jul at 5:49 PM by Austin Archuleta

Your 7-Day Free Trial

Every new Ace AI account gets a 7-day free trial to experience the platform risk-free. Try all features of your chosen plan with no commitment.

What's Included in Your Trial

Full Feature Access:

  • Complete access to all features in your selected plan (Ace or Ace Pro)
  • Unlimited AI conversations during trial period
  • All automation and workflow features
  • Voice capabilities (if you choose Ace Pro)
  • Full integration with Follow Up Boss

No Restrictions:

  • No limits on usage during trial
  • No watermarks or trial limitations
  • Same experience as paid subscribers
  • Access to customer support

How the Trial Works

Trial Setup

  1. Choose your plan (Ace or Ace Pro) on the activation page
  2. Enter payment information (required but not charged during trial)
  3. Start using Ace AI immediately with full access
  4. Trial begins the moment you activate

During Your Trial

  • Day 1-7: Full access to all features at no cost
  • Day 7: Automatic billing begins unless you cancel
  • Any time: Cancel during trial with no charges

After Your Trial

  • If you keep subscription: Billing starts automatically
  • If you cancel: No charges, access ends at trial completion

Important Trial Rules

One Trial Per User

Each user can only receive ONE free trial. This policy prevents abuse and ensures fair access for genuine new users.

Trial Eligibility:

  • New users - Full 7-day trial access
  • Previous subscribers - No additional trials available
  • Users who used trial before - Must subscribe without trial

Why This Policy Exists

  • Prevents trial abuse and account cycling
  • Ensures sustainable service for all users
  • Maintains fair access for legitimate new users

Trial Management

How to Cancel During Trial

  1. Open Ace AI in Follow Up Boss
  2. Click Settings (gear icon)
  3. Go to Subscription Management
  4. Click "Cancel Subscription"
  5. Confirm cancellation

Result: No charges applied, access continues until trial end date.

Changing Plans During Trial

You can switch between Ace and Ace Pro during your trial:

  1. Access subscription settings
  2. Select different plan
  3. Trial continues with new plan features
  4. Billing reflects final plan choice when trial ends

Payment Information

Why We Need Payment Info

  • Seamless transition from trial to paid service
  • Prevents service interruption if you decide to continue
  • Industry standard for free trial offerings

When You're Charged

  • During trial: $0.00 (no charges)
  • After trial: Monthly billing begins automatically
  • If cancelled: No charges ever applied

Payment Security

  • Stripe processing - Bank-level security
  • No storage of credit card data on our servers
  • Encrypted transmission of all payment information

Common Trial Questions

Q: Do I need a credit card for the trial?
A: Yes, payment information is required to start your trial, but you won't be charged during the 7-day period.
Q: Can I cancel anytime during the trial?
A: Absolutely! Cancel anytime during your trial with zero charges.
Q: What happens if I forget to cancel?
A: Billing will begin automatically after your trial ends. You can still cancel after billing starts.
Q: Can I get another trial if I cancel?
A: No, each user is limited to one trial to prevent abuse.
Q: What if I had Ace AI before?
A: Previous subscribers aren't eligible for additional trials but can subscribe directly.
Q: Can I change my plan during the trial?
A: Yes! Switch between Ace and Ace Pro anytime during your trial period.

Maximizing Your Trial

Week 1 Checklist

Days 1-2: Basic Setup
  • Explore the main chat interface
  • Try asking Ace about your contacts
  • Test email and text drafting features
Days 3-4: Advanced Features
  • Set up workflow automations
  • Try voice features (Ace Pro users)
  • Explore CRM integration capabilities
Days 5-6: Real-World Usage
  • Use Ace for actual client interactions
  • Test lead qualification features
  • Try "Ace Anywhere" access (Pro users)
Day 7: Decision Time
  • Evaluate which features you used most
  • Consider upgrading or downgrading plans
  • Cancel if Ace AI isn't right for you

Getting the Most Value

  • Use Ace daily to understand its full potential
  • Try different types of requests to see versatility
  • Test voice features if you're on Ace Pro
  • Explore automation to save time on repetitive tasks
  • Ask our support team questions about features

Trial Support

Need help during your trial?

  • Use the "Get Support" button in Ace AI
  • Check our help documentation
  • Contact support through our website

Trial support includes:

  • Setup assistance
  • Feature demonstrations
  • Plan comparison guidance
  • Technical troubleshooting

Ready to start your trial?

Access Ace AI in your Follow Up Boss account and click "Activate" to begin your 7-day free trial today!

Last updated: January 2025

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