This article shows how to activate the Summer of AI Promo, giving each subaccount a one-time 30-day free trial of the Unlimited AI Employee plan. Learn how to manage access, track usage, and optimize your trial period.

TABLE OF CONTENTS

• What is the Summer of AI Promo?
• Key Benefits of the Summer of AI Promo
• How To Opt In a Subaccount to the Summer of AI Promo
• Agency-Level Controls for Managing Summer of AI
• Global Management via Summer of AI Landing Page
• Subaccount User Experience
• Frequently Asked Questions
• Next Steps

What is the Summer of AI Promo? #

The Summer of AI Promo provides every subaccount a single 30-day free trial of the Unlimited AI Employee plan. After the trial, billing automatically begins at $97/month (either agency-billed or subaccount-billed). The promo is visible only if enabled by the agency.

Key Benefits of the Summer of AI Promo #

This promotional offer enables users to experience the full capabilities of the AI Employee plan risk-free, while offering flexible control to agencies.

• One-time 30-day free trial per subaccount
• No immediate billing on opt-in
• Managed centrally by agency
• Supports both agency or subaccount billing models
• Easily toggle feature visibility for subaccounts
• Direct access to onboarding resources

How To Opt In a Subaccount to the Summer of AI Promo #

Learn the various ways to activate the trial, whether from agency settings or within a specific subaccount.

Methods:

1. From inside the subaccount: Use the “Opt-in to Unlimited Plan” button available in the AI Agents Panel.
2. From Manage Clients page: Deploy the Unlimited plan directly. The interface updates based on promo status (enabled or disabled).
3. From Agency AI Employee Settings: Use bulk actions or the 3-dot menu for individual subaccounts.

Agency-Level Controls for Managing Summer of AI #

Agencies have full control over how the promo is deployed and billed, ensuring flexibility and visibility.

• Enable/disable Summer of AI offer visibility
• Opt in multiple subaccounts at once
• Switch between agency or subaccount billing
• Cancel or upgrade AI Employee plan
• Adjust resale price for subaccounts
• View and apply affiliate codes

Global Management via Summer of AI Landing Page #

Use the centralized Summer of AI page to manage multiple subaccounts and access helpful resources.

• Bulk opt-in for subaccounts
• Navigate quickly to individual subaccount settings
• Access Zoom links for onboarding and support

Subaccount User Experience #

Explore how the promo appears to subaccount users and how they can activate the free trial.

• A dedicated landing page appears in the AI Agents Panel
• Highlights promo benefits and includes a clear CTA button
• Visibility is dependent on agency configuration and current plan status

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Frequently Asked Questions #

Q: Can I cancel and rejoin to get another free trial?

A: No. Each subaccount is eligible for one 30-day trial only.

Q: Can I switch from agency billing to subaccount billing after the trial starts?

A: Yes, this can be managed from the AI Employee settings.

Q: What happens if a subaccount is already on Unlimited?

A: They are not eligible for the Summer of AI promo.

Q: Can subaccounts see the promo if it’s disabled?

A: No, visibility is controlled by the agency.

Q: How is pricing handled after the trial ends?

A: Billing resumes at $97/month under the selected billing model.

Next Steps #

• Enable visibility of the Summer of AI promo for subaccounts
• Opt in active subaccounts to the free trial
• Configure billing and resale pricing
• Share onboarding resources with subaccount users