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

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