| Best fit | B2B SaaS teams operating around accounts, support levels, SLAs, escalations, and health signals. | Small-to-mid teams wanting the most intuitive shared inbox with docs, chat, and light automation. |
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| Account model | Company/contact panels, linked company relationships, assets, support levels, health scoring. | Customer profiles and basic company grouping; deeper modeling typically via custom fields. |
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| SLAs & escalations | Dynamic SLAs, multi-level SLAs, escalation templates, multi-level escalations. | SLA-style targets and workflows; advanced multi-level escalation logic is limited. |
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| Workflow automation | Custom business rules, round-robin routing, case policies, divisions, custom roles. | Workflows and saved replies; advanced routing and roles sit in higher tiers. |
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| Reporting | KPI scorecards, CSAT/NPS/CES, surveys, AI reporting, custom dashboards. | Built-in reports; reviewers cite limits in advanced and custom reporting. |
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| AI value | Intelligent Support AI and AI bot included in Professional plan messaging. | AI Answers and AI Drafts available, often via paid add-on or higher tier. |
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| Security & data location | SOC 2 Type 2; data location choice for regional requirements. | SOC 2; broader data region choice typically requires higher-tier or enterprise plans. |
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| Onboarding | Free onboarding and training on Professional; dedicated success manager on Enterprise. | Self-serve trial and docs; managed onboarding typically on higher tiers. |
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| Entry price | $32/agent/mo annually on Professional — AI, SLAs, scorecards, onboarding included. | Lower per-user entry, but advanced workflow, reporting, and AI usage may sit above the entry tier. |
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