Best Live Chat for Shopify: Revenue Recovery Guide

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Most advice about the best live chat for Shopify starts with the widget. It compares colors, canned replies, and whether an agent can answer a shipping question. That view is too narrow for a DTC brand buying traffic on Meta and TikTok.

Your ad comments, direct messages, and product-page conversations all sit inside the same buying journey. A shopper asks about sizing in a comment, requests a discount in a DM, checks shipping on your store, and then decides whether to buy. If your system treats those interactions as separate support tickets, it leaves revenue on the table.

The right evaluation question is sharper: can the live chat system protect paid-social demand, answer purchase intent quickly, moderate harmful comments, and connect conversations to Shopify orders? Shopify reports that businesses responding within five minutes are 69% more likely to get a sale, while shoppers who chat through Shopify Inbox are 70% more likely to convert. Shopify's live chat guidance also recommends tracking chat volume, engagement, chat length, time from chat to purchase, and the share of chatters who buy.

That makes live chat a revenue channel, not just a service layer.

Table of Contents

Why Speed and Moderation Define Shopify Chat Success

A basic widget answers questions after a shopper arrives on your site. A growth-focused system starts earlier, in the comment section beneath the ad. That public thread shapes how every other prospect sees your offer, while the DM inbox captures buyers who want a private answer before checkout.

For brands running paid social, the comment section is part of the landing page. A useful reply can resolve a price objection or explain delivery. A scam link, hostile comment, or unanswered product question can weaken trust before the visitor reaches Shopify. The best live chat for Shopify therefore needs two jobs: convert high-intent conversations and protect the environment around the ad.

Treat every interaction as purchase intent

A shopper who asks, “Does this work for sensitive skin?” isn't browsing casually. They're testing whether the product fits. Someone asking about a discount may be ready to buy but needs a clear next step. Someone asking about shipping is often removing the final checkout objection.

Your system should detect those signals and respond with the right action:

  • Answer the objection: Use approved product, pricing, shipping, and returns information.

  • Move the conversation forward: Ask a relevant qualification question rather than returning a generic FAQ.

  • Provide the next step: Send a product page, checkout link, or discount instruction when appropriate.

  • Record the outcome: Connect the conversation to the resulting Shopify order.

This is the difference between chat volume and commercial value. A platform can report thousands of conversations while giving you no reliable view of recovered purchases.

For a practical framework on making real-time engagement part of the customer journey, see real-time customer engagement. The useful standard is simple: measure what happened after the reply, not only whether the reply was sent.

The Hidden Revenue Leak in Unanswered Messages

Unanswered messages are not only a support failure. They can turn paid acquisition into unpaid attention. For a full breakdown of the cost of missed ad conversations, see why unanswered ad comments are costing you sales. As noted earlier, the five-minute benchmark is where sales likelihood rises sharply. The operational question is how often the team meets it, across live chat, ad comments, and direct messages.

Shopify's customer-service guidance recommends measuring the time from chat to purchase. That connects response quality to revenue instead of treating support as an overhead line. It also gives growth teams a practical way to compare response coverage with conversion outcomes.

Independent research covering 1,000 companies found that 21% of live chat requests went unanswered. The average wait time was 2 minutes and 40 seconds, while the average handle time reached 6 minutes and 50 seconds. The same research found that 55% of companies did not provide transcripts after chats and 45% did not request feedback. The live chat support benchmark exposes a basic operational gap: adding a chat box does not create reliable coverage, useful context, or follow-up.

An infographic illustrating how delayed customer support responses lead to abandoned carts and lost business revenue.

Why paid traffic makes the gap worse

Every paid visitor arrives with an acquisition cost. If that shopper asks a product question and leaves before receiving an answer, the brand has paid for the opportunity without recovering the order. Manual coverage can handle predictable office hours, but it struggles when campaigns scale, a promotion creates a surge of questions, or customers arrive outside the team's schedule.

The second leak appears in public ad comments. Spam, scams, and misleading replies can distract shoppers or change how they assess the offer. Harvard Business School research covering six empirical studies, including field experiments, found that automated moderation improved ad performance. The published summary reports a 16% lift in click-to-registration rate and a 48% lift in ROAS after automated moderation was activated. The published moderation research supports a clear operating rule: remove harmful content quickly instead of waiting for a manual review cycle.

Teams reviewing Shopify conversion rate optimization strategies should assess conversation handling alongside landing pages, checkout friction, and product-page objections. A strong product page cannot answer a buyer-specific concern that appears in an ad comment. An AI employee can cover recurring questions, flag risk, and route higher-value conversations while the campaign continues running.

Meta timing turns delay into lost options

Meta's messaging policy allows promotional messages inside a 24-hour window after a user's last qualifying interaction, and the window resets when the user interacts again. Qualifying actions include messaging a Page, clicking a Messenger button or ad, using an m.me link, or similar entry points. The clock closes 24 hours after the user's last action, not after the business's last message, according to this summary of Facebook DM automation policy.

That timing affects comment-to-DM workflows. A first response should arrive quickly, while the buyer is still evaluating the offer. If the team waits, it may lose the ability to send a promotional message, checkout link, or follow-up within the permitted window.

A Shopify chat system earns its cost by reducing unanswered demand, protecting the ad environment, and preserving the route from question to order.

Core Features to Demand From Your Live Chat Tool

Don't evaluate a Shopify chat platform by its widget alone. Test the workflow from the first public comment through the completed order. A serious system needs to understand the shopper, respond across channels, and show whether the interaction generated revenue.

Start with commerce context

A useful agent needs more than the shopper's message. It should work with product, variant, stock, cart, and order context so the reply can reflect the actual purchase situation.

Ask whether the platform can:

  • Read product context: Pull accurate product details instead of relying on disconnected scripts.

  • Recognize cart intent: Identify when a shopper is already considering a product or has abandoned checkout.

  • Support order conversations: Give the team enough order context to answer post-purchase questions without forcing the customer to repeat information.

  • Handle commercial actions: Apply approved discount logic or provide the correct checkout destination.

A tool that only displays a name and a message bubble will force agents to jump between systems. That delay makes the customer wait and makes attribution harder.

Build workflows around intent

Rigid menus don't match the way shoppers ask questions. Use branching logic for common situations, but give the system enough flexibility to interpret natural language.

A product question might branch into skin type, use case, size, or delivery timing. A discount request might route to eligibility rules. A negative comment might require moderation first, followed by a private response. Each branch should have a clear escalation point when the system lacks enough information or the customer requests a person.

The workflow should also distinguish between information requests and buying signals. A visitor asking for ingredients needs an answer. A visitor asking for a payment link needs an action. Treating both as “support” hides the commercial priority.

Require cross-channel coverage

Website chat is only one part of the journey for a brand acquiring customers through social ads. Your evaluation should include Facebook, Instagram, TikTok, and the website in one operating model. If each channel has a different inbox, knowledge base, and response process, the brand repeats work and loses context.

The system should support:

  1. One response standard: Product facts, offers, and brand voice stay consistent.

  2. One escalation path: Questions that need a human move to the right person without restarting the conversation.

  3. One attribution view: The team can see which conversations influenced purchases.

  4. One moderation policy: Spam, scams, and harmful language receive consistent treatment.

AI chat for Shopify is useful as a reference point when assessing how a store can combine product knowledge with automated sales conversations. The buyer should still test the workflow against real objections, not just a scripted demo.

Make measurement part of the product

Track first-response time, unanswered conversations, engagement, purchase timing, and the share of chatters who buy. Shopify explicitly recommends these categories of measurement in its live chat guidance. A dashboard that reports only conversations and agent activity won't tell a growth team whether chat is improving paid traffic efficiency.

Practical rule: If you can't connect a conversation to a Shopify order, treat every claimed revenue result as unverified.

Comparing the Top Live Chat Solutions for Shopify

The strongest Shopify chat setup is rarely the one with the most polished website widget. For brands buying traffic through Meta or TikTok ads, the better question is whether the system can recover demand across website conversations, social comments, and direct messages while keeping moderation work under control.

Three categories cover most buying decisions:

  • Native Shopify helpdesks handle order lookups, refunds, shipping questions, and other service actions close to the store.

  • General live chat platforms focus on visitor context, product presentation, and on-site conversion workflows.

  • Automation-first systems prioritize lower-friction deployment, AI-assisted responses, and coverage across public and private social conversations.

Each category solves a different revenue problem. A store with complex post-purchase volume may prioritize order-action depth. A brand with expensive paid traffic may place more value on cart visibility, fast product answers, and moderation under active ads.

The ecommerce live chat comparison provides useful side-by-side context on common category differences, including entry-level pricing and feature emphasis. Treat any listed starting price as a screening point, not a forecast of total cost. Seats, conversation volume, automation limits, integrations, and implementation time can change the operating economics.

How to evaluate each category

Start with the workflow, not the interface. Ask whether the system can identify a shopper from an ad, show relevant product or cart context, answer approved questions, and pass a qualified conversation to checkout or a human. Then test what happens when the shopper changes channel.

Native Shopify helpdesks are a practical fit when service operations drive the workload. Test order search, cancellation and return handling, shipping updates, customer history, and escalation rules. Their limitation is often broader acquisition coverage. Confirm whether public ad comments and social DMs receive the same automation and reporting as website tickets.

General live chat platforms suit brands that need stronger on-site selling. Evaluate product cards, visitor history, cart visibility, routing, and the quality of human handoffs. A web-focused workflow can improve conversion while leaving paid-social comments unmanaged, so check moderation coverage before committing.

Automation-first systems are better suited to demand recovery across channels. Test intent detection, approved product answers, comment filtering, DM follow-up, and campaign-level reporting. The key trade-off is control. Automation needs clear product data, policies, and escalation conditions, or it can create support work instead of reducing it.

Use a best chatbot for ecommerce selection framework to structure the assessment, then run real scenarios from your catalog. Include price objections, stock questions, delivery concerns, promotion requests, and abusive or irrelevant public replies.

If campaign reporting depends on conversation data, confirm whether you can connect Livechat to the rest of the measurement process. A transcript without campaign and order context cannot show whether chat protected paid-media efficiency.

A separate benchmark comparison can add reference points, but your own tests should decide the purchase. Compare order-action depth, visitor cart visibility, social moderation coverage, AI controls, escalation quality, and attribution against the operational bottleneck in your store.

AI Employees Versus Traditional Chatbots and Manual Teams

A manual team offers judgment, but it doesn't offer elastic coverage. Human moderators can answer nuanced questions and protect sensitive workflows, yet they can't reliably handle every comment, DM, and website conversation when ad volume changes or coverage ends.

Traditional chatbots solve the opposite problem. They provide availability, but rigid menus often fail when shoppers phrase the same intent in different ways. A buyer who asks for a discount, a lower price, a promotion, or a code may be describing one commercial need. A narrow decision tree can send each variation down the wrong path.

AI employees sit between those models. They interpret natural-language intent, follow configured workflows, answer in a controlled brand voice, and escalate when the situation requires a person. They aren't just pop-up bots. They can operate across comments, DMs, and website chat while performing defined sales and moderation tasks.

What an AI employee should do

A useful implementation handles a complete operational loop:

  • Detect buyer intent: Separate product discovery, price objections, order questions, and casual engagement.

  • Execute branching logic: Route different questions to different approved responses and actions.

  • Send the next step: Provide a product destination, checkout link, or qualified handoff.

  • Moderate public content: Hide spam, scams, and harmful replies under active ads.

  • Escalate with context: Pass the conversation to a human with the relevant history intact.

  • Log the outcome: Preserve an audit trail and connect the conversation with the eventual order.

The important word is employee. The system needs a job description, permissions, escalation rules, and performance measures. “Answer everything” isn't a strategy.

Use humans where judgment creates value

Human coverage still matters for refunds, sensitive complaints, policy exceptions, and unusual product situations. Automation should absorb repetitive work so the team can spend more time on cases where empathy, negotiation, or policy judgment affects the outcome.

For a fuller distinction between a fixed bot and a more adaptive system, see chatbot versus AI. The buying decision should focus on workflow control, not on whether a vendor labels a feature “AI.”

Exerta is one example of an AI employee platform built for Facebook, Instagram, TikTok, and website chat. It provides automated comment and DM replies, harmful-content moderation, sales recovery flows, and Shopify attribution, with 99.9% uptime documented by the company's product information. Its planned channels include SMS, email, and voice. Treat those capabilities as evaluation criteria, then verify how they work with your own campaigns.

Implementing Chat and Moderation Across Meta and TikTok Ads

You can launch a useful workflow in one working session if you start with a narrow campaign and a clear response policy. Don't begin by automating every possible question. Pick the paid-social interactions most likely to influence a purchase, then build the path from public comment to private conversation to checkout.

Step 1 connect the channels

Connect Shopify website chat to the ad accounts and social inboxes your team actively manages. Confirm that the system can receive comments and DMs, preserve conversation context, and send approved replies without forcing agents to copy and paste between tools.

Use a small group of campaigns first. Include a product campaign with clear purchase intent and a campaign that regularly attracts questions or objections.

Step 2 define moderation rules

Create rules for scam language, spam links, impersonation, abusive language, and competitor promotions. Keep the rules specific enough to avoid hiding legitimate questions. A comment asking whether a product is safe isn't harmful just because it contains a concern.

Then create a separate response path for common commercial questions:

  • Price and discount: Answer the offer rules and explain the next step.

  • Shipping: Provide the current policy or route to a human if the question needs order context.

  • Product fit: Ask the qualification question that determines the right recommendation.

  • Availability: Check the relevant variant or product status before responding.

  • Checkout: Send the approved destination when the buyer signals readiness.

Step 3 route comments into one inbox

Bring Meta and TikTok comments into a shared operating view with website chat. Public replies should stay useful and concise. Move private details, personal information, and checkout assistance into the appropriate DM or site conversation.

Your first response should happen immediately, especially when the comment comes from an active ad. Meta permits promotional messages inside the 24-hour window after the user's last qualifying interaction, and that window resets when the user interacts again. Use the Meta messaging policy summary to validate your workflow and make compliance part of the setup.

Step 4 review attribution daily

Check which conversations received replies, which were escalated, which links were sent, and which Shopify orders followed. Compare the result by campaign and audience rather than relying on total chat volume.

A same-day test might look like this:

  1. Select one active product campaign.

  2. Create moderation rules for scams and spam.

  3. Add approved replies for price, shipping, and product fit.

  4. Route high-intent comments into DMs.

  5. Send checkout links only through the approved workflow.

  6. Review conversation-to-order activity the next day.

The goal isn't maximum automation. It's faster handling of valuable intent with clear control over public brand safety.

Choosing the Right Live Chat Strategy for Your DTC Brand

The best live chat for Shopify depends on the leak you're trying to fix.

Choose a helpdesk-led system when your main problem is complex post-purchase support, order changes, refunds, or a growing service queue. Native Shopify context and structured ticket workflows matter more than aggressive social engagement in that situation.

Choose an AI employee strategy when paid acquisition drives large volumes of comments, DMs, and product questions. It becomes more relevant when the team can't cover every active campaign, when response speed varies by shift, or when ad comments need moderation before a person can review them.

A free or low-cost widget is enough when the store has simple questions, limited channel coverage, and a team that can respond consistently. It stops being enough when the brand needs:

  • Cross-channel context: Facebook, Instagram, TikTok, and website conversations in one process.

  • Automated moderation: Rules that protect ads without waiting for manual review.

  • Branching sales workflows: Different paths for objections, product fit, discounts, and checkout.

  • Revenue attribution: A direct view of conversations that influenced Shopify orders.

  • Scalable coverage: Reliable handling during campaign spikes and outside staffed hours.

Shopify reports that chat users converted at roughly 17% in 2024, compared with about 2% for site visitors overall, in its ecommerce live chat coverage. That gap supports placing chat where intent is highest, including product pages, checkout, FAQs, and landing pages receiving Meta or TikTok traffic. Measure the result by source, conversation, and purchase outcome.

The decision is practical. Buy the tool that closes your largest operational gap, then hold it accountable to response time, moderation quality, recovered orders, and paid-media efficiency.

Exerta deploys AI employees across Facebook, Instagram, TikTok, and website chat to answer buyer questions, moderate harmful comments, send checkout links, and attribute recovered Shopify sales. Visit Exerta to connect your paid-social conversations with a measurable revenue-recovery workflow.

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Stop losing sales you already paid for.

Connect your channels in about a minute. Your AI employees start answering, moderating and closing the same day.

No credit card required

Live in under 5 minutes

250+ brands running

Cancel anytime

Get started today

Stop losing sales you already paid for.

Connect your channels in about a minute. Your AI employees start answering, moderating and closing the same day.

No credit card required

Live in under 5 minutes

250+ brands running

Cancel anytime

AI employees that answer every buyer, protect your ad spend and close sales around the clock.

All systems operational · 99.98% uptime last 90 days

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Type II

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1. Pricing and billing All prices displayed on exerta.ai are in US dollars and exclude applicable taxes unless stated otherwise. Prices are subject to change. Existing subscribers will receive at least 30 days’ written notice before any price increase takes effect on their account. Annual plan savings are calculated by comparing the annual billing rate to the equivalent monthly billing rate multiplied by 12.

2. Run and usage statisticsRevenue, engagement and success figures are based on aggregated platform data and customer-reported results across 250+ brands, and are updated periodically.

3. Time-to-value claims Statements such as “live in about a minute” reflect typical setup times observed for new accounts connecting through Meta Business Manager. Actual setup time may vary with the number of channels connected and the level of agent customization.

4. AI step suggestions Exerta’s AI features are powered by a blend of leading AI models, anchored by our own fine-tuned engagement model. Suggestion quality, accuracy and availability may vary. Exerta does not guarantee that AI-generated output will be accurate, complete or suitable for any particular use case. Review AI output before acting on it.

5. Integration availability The number of native integrations referenced on this website reflects integrations available at the time of last update. Integration availability may vary by subscription plan. Third-party integrations are subject to the terms, availability and API limitations of the respective third-party providers. Exerta does not guarantee the continued availability of any specific integration and is not responsible for disruptions caused by changes to third-party APIs or services.

6. Uptime and SLA The 99.9% uptime figure refers to our published Service Level Agreement (SLA) target for paid plan customers. Actual uptime may vary. Historical uptime statistics are available upon request.

7. Security and compliance certifications Exerta’s SOC 2 Type II (coming soon) certification covers the security, availability, processing integrity, confidentiality and privacy trust service criteria. GDPR compliance reflects our internal data protection practices and contractual commitments. HIPAA compliance is available exclusively on Enterprise plans and requires execution of a Business Associate Agreement (BAA). ISO 27001 certification is currently in progress. Compliance certifications are subject to annual renewal and audit. Copies of our most recent compliance reports are available to Enterprise customers under NDA upon request.

8. Customer testimonials and case studies Testimonials, quotes and case study results featured on this website reflect the experiences of individual customers. Results vary with ad spend, engagement volume, offer and configuration. Exerta does not guarantee that any customer will achieve similar results.

9. Third-party service marks and logos All third-party brand names, logos and service marks referenced on this website — including but not limited to Meta, Facebook, Instagram, TikTok, Shopify and Trustpilot — are the property of their respective owners. References to these services do not imply endorsement, sponsorship or affiliation.

10. Free plan limitations The Free plan does not require a credit card. Free plan usage is subject to the limits described on our pricing page, including a limited number of AI actions per month and comment hiding with stock replies only. Exerta reserves the right to modify the features and limits of the Free plan at any time.

11. Trial periods Free trial periods are available on paid plans as described at the time of signup. At the end of the trial period, the selected payment method will be charged at the applicable plan rate unless the subscription is cancelled before the trial expires. Trial periods are available once per customer and may not be combined with other promotional offers.

12. Data processing and privacy Exerta processes personal data in accordance with our Privacy Policy and Data Processing Agreement. Data residency options (US and EU) are available on all paid plans. The data residency region is selected at account creation and cannot be changed without contacting our support team. Customers responsible for processing personal data of EEA or UK residents are advised to execute our standard Data Processing Agreement, available at exerta.ai/legal/dpa.

13. Activity history retention Activity history is retained for 90 days on the Starter plan and for longer periods on larger plans, as described at signup. Exported data is the responsibility of the customer once downloaded.

14. AI model providers Exerta uses a blend of leading AI models together with our own fine-tuned engagement model, specialized for customer engagement. Model composition may change as we improve the product.

15. Mobile and desktop applications Exerta is available in the browser on desktop and mobile. Certain advanced configuration features are easiest on desktop. Application updates are released on a rolling basis.

16. Template library Prebuilt agent setups provided by Exerta are starting points and are not guaranteed to be suitable for any particular purpose. Customers are responsible for reviewing and testing agent behavior before enabling it on live channels.

17. Website content accuracy The information on this website is provided for general informational purposes only and is subject to change without notice. While we make every effort to keep the content accurate and up to date, Exerta makes no warranties or representations, express or implied, about the completeness, accuracy, reliability or suitability of the information contained on this website for any particular purpose.

18. Promotional offers and discounts Promotional pricing, discounts and special offers are subject to additional terms and conditions communicated at the time of the offer. Offers cannot be applied retroactively to existing subscriptions and may not be combined with other promotions unless explicitly stated. Exerta reserves the right to modify or discontinue promotional offers at any time.

19. Startup and non-profit programs Eligibility for our startup and non-profit discount programs is assessed at Exerta’s sole discretion based on the criteria described in our support documentation. Approved discounts apply to the base subscription price only and do not apply to add-ons, Enterprise features or professional services. Discount eligibility is subject to annual review.

20. Intellectual property This website is operated by Reascend LLC (d/b/a Exerta), a limited liability company formed in the State of Delaware, United States. References to “we”, “us” and “our” throughout this website refer to Reascend LLC (d/b/a Exerta). The use of this website and our Services is governed by the laws of the State of Delaware, United States, as described in our Terms of Service.

21. Accessibility Exerta is committed to making its website and application accessible to all users, including those with disabilities. We aim to conform to the Web Content Accessibility Guidelines (WCAG) 2.1 at Level AA. If you experience any accessibility barriers, please contact us at accessibility@exerta.ai and we will make every effort to provide an accessible alternative.

22. Governing jurisdiction This website is operated by Reascend LLC (d/b/a Exerta), a limited liability company formed in the State of Delaware, United States. References to “we”, “us” and “our” throughout this website refer to Reascend LLC (d/b/a Exerta). The use of this website and our Services is governed by the laws of the State of Delaware, United States, as described in our Terms of Service.

AI employees that answer every buyer, protect your ad spend and close sales around the clock.

All systems operational · 99.98% uptime last 90 days

SOC 2

Type II

GDPR

Compliant

99.9% SLA

Uptime

24/7

Support

1. Pricing and billing All prices displayed on exerta.ai are in US dollars and exclude applicable taxes unless stated otherwise. Prices are subject to change. Existing subscribers will receive at least 30 days’ written notice before any price increase takes effect on their account. Annual plan savings are calculated by comparing the annual billing rate to the equivalent monthly billing rate multiplied by 12.

2. Run and usage statisticsRevenue, engagement and success figures are based on aggregated platform data and customer-reported results across 250+ brands, and are updated periodically.

3. Time-to-value claims Statements such as “live in about a minute” reflect typical setup times observed for new accounts connecting through Meta Business Manager. Actual setup time may vary with the number of channels connected and the level of agent customization.

4. AI step suggestions Exerta’s AI features are powered by a blend of leading AI models, anchored by our own fine-tuned engagement model. Suggestion quality, accuracy and availability may vary. Exerta does not guarantee that AI-generated output will be accurate, complete or suitable for any particular use case. Review AI output before acting on it.

5. Integration availability The number of native integrations referenced on this website reflects integrations available at the time of last update. Integration availability may vary by subscription plan. Third-party integrations are subject to the terms, availability and API limitations of the respective third-party providers. Exerta does not guarantee the continued availability of any specific integration and is not responsible for disruptions caused by changes to third-party APIs or services.

6. Uptime and SLA The 99.9% uptime figure refers to our published Service Level Agreement (SLA) target for paid plan customers. Actual uptime may vary. Historical uptime statistics are available upon request.

7. Security and compliance certifications Exerta’s SOC 2 Type II (coming soon) certification covers the security, availability, processing integrity, confidentiality and privacy trust service criteria. GDPR compliance reflects our internal data protection practices and contractual commitments. HIPAA compliance is available exclusively on Enterprise plans and requires execution of a Business Associate Agreement (BAA). ISO 27001 certification is currently in progress. Compliance certifications are subject to annual renewal and audit. Copies of our most recent compliance reports are available to Enterprise customers under NDA upon request.

8. Customer testimonials and case studies Testimonials, quotes and case study results featured on this website reflect the experiences of individual customers. Results vary with ad spend, engagement volume, offer and configuration. Exerta does not guarantee that any customer will achieve similar results.

9. Third-party service marks and logos All third-party brand names, logos and service marks referenced on this website — including but not limited to Meta, Facebook, Instagram, TikTok, Shopify and Trustpilot — are the property of their respective owners. References to these services do not imply endorsement, sponsorship or affiliation.

10. Free plan limitations The Free plan does not require a credit card. Free plan usage is subject to the limits described on our pricing page, including a limited number of AI actions per month and comment hiding with stock replies only. Exerta reserves the right to modify the features and limits of the Free plan at any time.

11. Trial periods Free trial periods are available on paid plans as described at the time of signup. At the end of the trial period, the selected payment method will be charged at the applicable plan rate unless the subscription is cancelled before the trial expires. Trial periods are available once per customer and may not be combined with other promotional offers.

12. Data processing and privacy Exerta processes personal data in accordance with our Privacy Policy and Data Processing Agreement. Data residency options (US and EU) are available on all paid plans. The data residency region is selected at account creation and cannot be changed without contacting our support team. Customers responsible for processing personal data of EEA or UK residents are advised to execute our standard Data Processing Agreement, available at exerta.ai/legal/dpa.

13. Activity history retention Activity history is retained for 90 days on the Starter plan and for longer periods on larger plans, as described at signup. Exported data is the responsibility of the customer once downloaded.

14. AI model providers Exerta uses a blend of leading AI models together with our own fine-tuned engagement model, specialized for customer engagement. Model composition may change as we improve the product.

15. Mobile and desktop applications Exerta is available in the browser on desktop and mobile. Certain advanced configuration features are easiest on desktop. Application updates are released on a rolling basis.

16. Template library Prebuilt agent setups provided by Exerta are starting points and are not guaranteed to be suitable for any particular purpose. Customers are responsible for reviewing and testing agent behavior before enabling it on live channels.

17. Website content accuracy The information on this website is provided for general informational purposes only and is subject to change without notice. While we make every effort to keep the content accurate and up to date, Exerta makes no warranties or representations, express or implied, about the completeness, accuracy, reliability or suitability of the information contained on this website for any particular purpose.

18. Promotional offers and discounts Promotional pricing, discounts and special offers are subject to additional terms and conditions communicated at the time of the offer. Offers cannot be applied retroactively to existing subscriptions and may not be combined with other promotions unless explicitly stated. Exerta reserves the right to modify or discontinue promotional offers at any time.

19. Startup and non-profit programs Eligibility for our startup and non-profit discount programs is assessed at Exerta’s sole discretion based on the criteria described in our support documentation. Approved discounts apply to the base subscription price only and do not apply to add-ons, Enterprise features or professional services. Discount eligibility is subject to annual review.

20. Intellectual property This website is operated by Reascend LLC (d/b/a Exerta), a limited liability company formed in the State of Delaware, United States. References to “we”, “us” and “our” throughout this website refer to Reascend LLC (d/b/a Exerta). The use of this website and our Services is governed by the laws of the State of Delaware, United States, as described in our Terms of Service.

21. Accessibility Exerta is committed to making its website and application accessible to all users, including those with disabilities. We aim to conform to the Web Content Accessibility Guidelines (WCAG) 2.1 at Level AA. If you experience any accessibility barriers, please contact us at accessibility@exerta.ai and we will make every effort to provide an accessible alternative.

22. Governing jurisdiction This website is operated by Reascend LLC (d/b/a Exerta), a limited liability company formed in the State of Delaware, United States. References to “we”, “us” and “our” throughout this website refer to Reascend LLC (d/b/a Exerta). The use of this website and our Services is governed by the laws of the State of Delaware, United States, as described in our Terms of Service.

AI employees that answer every buyer, protect your ad spend and close sales around the clock.

All systems operational · 99.98% uptime last 90 days

SOC 2

Type II

GDPR

Compliant

99.9% SLA

Uptime

24/7

Support

1. Pricing and billing All prices displayed on exerta.ai are in US dollars and exclude applicable taxes unless stated otherwise. Prices are subject to change. Existing subscribers will receive at least 30 days’ written notice before any price increase takes effect on their account. Annual plan savings are calculated by comparing the annual billing rate to the equivalent monthly billing rate multiplied by 12.

2. Run and usage statisticsRevenue, engagement and success figures are based on aggregated platform data and customer-reported results across 250+ brands, and are updated periodically.

3. Time-to-value claims Statements such as “live in about a minute” reflect typical setup times observed for new accounts connecting through Meta Business Manager. Actual setup time may vary with the number of channels connected and the level of agent customization.

4. AI step suggestions Exerta’s AI features are powered by a blend of leading AI models, anchored by our own fine-tuned engagement model. Suggestion quality, accuracy and availability may vary. Exerta does not guarantee that AI-generated output will be accurate, complete or suitable for any particular use case. Review AI output before acting on it.

5. Integration availability The number of native integrations referenced on this website reflects integrations available at the time of last update. Integration availability may vary by subscription plan. Third-party integrations are subject to the terms, availability and API limitations of the respective third-party providers. Exerta does not guarantee the continued availability of any specific integration and is not responsible for disruptions caused by changes to third-party APIs or services.

6. Uptime and SLA The 99.9% uptime figure refers to our published Service Level Agreement (SLA) target for paid plan customers. Actual uptime may vary. Historical uptime statistics are available upon request.

7. Security and compliance certifications Exerta’s SOC 2 Type II (coming soon) certification covers the security, availability, processing integrity, confidentiality and privacy trust service criteria. GDPR compliance reflects our internal data protection practices and contractual commitments. HIPAA compliance is available exclusively on Enterprise plans and requires execution of a Business Associate Agreement (BAA). ISO 27001 certification is currently in progress. Compliance certifications are subject to annual renewal and audit. Copies of our most recent compliance reports are available to Enterprise customers under NDA upon request.

8. Customer testimonials and case studies Testimonials, quotes and case study results featured on this website reflect the experiences of individual customers. Results vary with ad spend, engagement volume, offer and configuration. Exerta does not guarantee that any customer will achieve similar results.

9. Third-party service marks and logos All third-party brand names, logos and service marks referenced on this website — including but not limited to Meta, Facebook, Instagram, TikTok, Shopify and Trustpilot — are the property of their respective owners. References to these services do not imply endorsement, sponsorship or affiliation.

10. Free plan limitations The Free plan does not require a credit card. Free plan usage is subject to the limits described on our pricing page, including a limited number of AI actions per month and comment hiding with stock replies only. Exerta reserves the right to modify the features and limits of the Free plan at any time.

11. Trial periods Free trial periods are available on paid plans as described at the time of signup. At the end of the trial period, the selected payment method will be charged at the applicable plan rate unless the subscription is cancelled before the trial expires. Trial periods are available once per customer and may not be combined with other promotional offers.

12. Data processing and privacy Exerta processes personal data in accordance with our Privacy Policy and Data Processing Agreement. Data residency options (US and EU) are available on all paid plans. The data residency region is selected at account creation and cannot be changed without contacting our support team. Customers responsible for processing personal data of EEA or UK residents are advised to execute our standard Data Processing Agreement, available at exerta.ai/legal/dpa.

13. Activity history retention Activity history is retained for 90 days on the Starter plan and for longer periods on larger plans, as described at signup. Exported data is the responsibility of the customer once downloaded.

14. AI model providers Exerta uses a blend of leading AI models together with our own fine-tuned engagement model, specialized for customer engagement. Model composition may change as we improve the product.

15. Mobile and desktop applications Exerta is available in the browser on desktop and mobile. Certain advanced configuration features are easiest on desktop. Application updates are released on a rolling basis.

16. Template library Prebuilt agent setups provided by Exerta are starting points and are not guaranteed to be suitable for any particular purpose. Customers are responsible for reviewing and testing agent behavior before enabling it on live channels.

17. Website content accuracy The information on this website is provided for general informational purposes only and is subject to change without notice. While we make every effort to keep the content accurate and up to date, Exerta makes no warranties or representations, express or implied, about the completeness, accuracy, reliability or suitability of the information contained on this website for any particular purpose.

18. Promotional offers and discounts Promotional pricing, discounts and special offers are subject to additional terms and conditions communicated at the time of the offer. Offers cannot be applied retroactively to existing subscriptions and may not be combined with other promotions unless explicitly stated. Exerta reserves the right to modify or discontinue promotional offers at any time.

19. Startup and non-profit programs Eligibility for our startup and non-profit discount programs is assessed at Exerta’s sole discretion based on the criteria described in our support documentation. Approved discounts apply to the base subscription price only and do not apply to add-ons, Enterprise features or professional services. Discount eligibility is subject to annual review.

20. Intellectual property All content on this website, including text, graphics, logos, icons, images, audio clips, digital downloads and software, is the property of Reascend LLC (d/b/a Exerta) or its content suppliers and is protected by applicable intellectual property laws. Exerta® is a registered trademark of Reascend LLC. Unauthorised reproduction, distribution or modification of any content from this website is prohibited without prior written consent.

21. Accessibility Exerta is committed to making its website and application accessible to all users, including those with disabilities. We aim to conform to the Web Content Accessibility Guidelines (WCAG) 2.1 at Level AA. If you experience any accessibility barriers, please contact us at accessibility@exerta.ai and we will make every effort to provide an accessible alternative.

22. Governing jurisdiction This website is operated by Reascend LLC (d/b/a Exerta), a limited liability company formed in the State of Delaware, United States. References to “we”, “us” and “our” throughout this website refer to Reascend LLC (d/b/a Exerta). The use of this website and our Services is governed by the laws of the State of Delaware, United States, as described in our Terms of Service.