Guide

How Brands Use AI to Close Sales Through Social

Brands using AI to close sales through social put it in two places: the public comment, where buying intent first shows up, and the private DM, where the purchase gets decided.

9 min read

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ยท

An article by

Myko M.

Founder

Shoppers Ask Before They Buy, and They Ask on Social

On a paid ad, the comment section is often the first place a shopper tests a purchase decision. They ask the price, whether a size runs small, whether it ships to their country, whether it is back in stock. A product page is supposed to answer these questions, but a shopper scrolling a feed will not click through to check. They type the question under the ad, or send a DM, and wait.

That turns the first sales conversation into a social one, happening in a comment thread or a DM instead of on a product page. The term for selling through two-way messaging, as opposed to one-way ads and static checkout pages, is conversational commerce. The ad creates interest, the conversation converts it, which is the core idea behind brands using AI to close sales through social.

Speed is the bottleneck

A shopper who asks about a product at 11pm and hears back the next afternoon has often moved on by the time the reply arrives. Messaging is held to a chat-like standard: the longer the gap between a question and an answer, the more a shopper's attention has had time to drift elsewhere. Time zones, weekends and ad spikes all widen that gap, because ad spend does not pause when a team logs off for the night.

The problem is rarely that a brand lacks the answer. It is that the answer arrives after the moment of intent has passed. Software that can reply within seconds addresses a specific weakness of a human-only inbox: coverage and latency, not knowledge.

Stage One: AI in the Comment Section

Comments on paid ads do two jobs at once. They are a sales surface, because buyers ask questions there, and a risk surface, because spam, scam links, competitor pitches and hostile replies sit right beside the creative. Visitors read comments as social proof, and a thread full of "DM me for cheap followers" links signals a neglected brand, while every impression that shows it was still paid for.

Moderation that protects spend

Moderation AI classifies each comment and hides or removes the clearly bad ones: spam, scam links, abuse, off-topic promotion. Genuine questions and honest opinions stay visible. The aim is keeping the ad comment section clean so the money spent on reach is not undermined by what sits underneath it.

Intent replies

The other half is responding to intent signals, the comments that indicate someone is considering a purchase: "how much?", "is this in stock?", "does it come in black?". A good setup answers the simple fact publicly, since other shoppers are reading too, then invites the buyer into DMs for the rest. A reply like "It's in stock in all sizes. Send us a message and we'll help you pick one" resolves the question and moves the sale to a channel where it can be completed.

The mistake to avoid

The most common failure is over-aggressive hiding. A system that treats every negative comment as a threat makes legitimate criticism disappear, such as "the sizing runs small" or "mine arrived late", and shoppers notice when a thread contains only praise, since it reads as curated rather than honest. A sensible setup:

  • Hides spam, links to unknown domains, slurs and impersonation.

  • Leaves honest complaints visible and replies to them, or routes them to a person.

  • Reviews a sample of hidden comments weekly to catch false positives.

Moderation done well is not about making a thread look flattering. It is about keeping it useful for the shopper deciding whether to buy.

Stage Two: AI in the DM, From Question to Checkout

The DM is where the decision gets made, and it is also where a rigid bot fails fastest. A rule-based chatbot follows a fixed decision tree, press 1 for shipping, press 2 for returns, and stalls the moment a shopper types something the tree did not anticipate. An AI agent interprets free text, so "will this fit if I'm between a medium and large?" gets a real answer instead of a menu. Reaching that answer through Instagram or Facebook comments and DMs is one way brands are closing sales in Instagram DMs without a human typing every reply.

An illustrative flow

Imagine a shopper who sees an ad for a waxed canvas jacket and DMs: "Does this run big? I'm 5'10 and about 180."

  1. The system reads the product details it has been given: fit notes, size chart, material.

  2. It answers directly, that the jacket is cut slightly roomy and recommends a medium at that height and weight unless the shopper plans to layer heavily, then asks one question: "Will you wear it over thick sweaters?"

  3. The shopper says yes, and also asks whether shipping will arrive before a trip next week.

  4. The system checks the shipping options and states the expedited estimate and cost plainly.

  5. It sends a checkout link for the large, with the expedited option.

Nothing here is exotic. The value is that each step happens in seconds, with accurate details, without the shopper leaving the conversation.

Qualification, not catalog dumps

What separates a closer from an FAQ bot is restraint. A good setup asks one or two questions, such as use case, size, or budget, and then recommends one product, not a wall of links. Shoppers in a chat are not browsing. They want someone to narrow the field.

Recovering Sales That Would Otherwise Be Lost

Conversations end without a purchase for ordinary reasons: the shopper got distracted, wanted to think about it, or left after the exchange without buying. These people already showed interest and cost nothing extra to reach, which is why follow-up is often the quickest return from automation: it works leads already paid for.

Rules for follow-ups

  • Keep it to one or two messages. A reminder and perhaps one last note, not a sequence that turns into pestering.

  • Make each message relevant. Reference the product they asked about and the question left open, such as the size they were considering.

  • Honor opt-outs immediately. If someone says stop, they stop, and the system should record it.

  • Offer help, not pressure. "Still deciding between the medium and large? Happy to help" outperforms a countdown timer in tone and trust.

Platform rules set the clock

Meta restricts when a business can message a person after that person's last interaction. Meta says the standard window on Messenger and Instagram lasts 24 hours for most actions, and that window can last up to seven days when it opens with a person's first message after clicking a Click-to-Messenger or Click-to-Direct ad. Other entry points stay at 24 hours (Meta's messaging policy, updated September 28, 2026). The window opens at the customer's own action, not at the business's last reply, so a follow-up sent a day after your own message can already be outside it. Check the current policy before building any follow-up timing into a workflow.

Where a Human Still Belongs in the Loop

Automation does not remove the need for a social or support team. It absorbs volume, such as repeated "is this in stock?" questions, so people can focus on exceptions. The design question is deciding which conversations belong to which.

Situations worth routing to a person

  • Refund disputes or chargeback threats

  • Angry or distressed customers

  • Legal, safety or medical claims about a product

  • High-value or custom orders where a human relationship matters

  • Any question the system cannot answer from approved information

The last one matters most. A tool that guesses is worse than one that says it needs to check.

Guardrails to configure up front

Quality depends on what the system is given. Feed it approved product information, current pricing and clear discount limits so it cannot promise a markdown nobody authorized. Add examples of brand voice, and a list of topics that should always route elsewhere. Review real conversations in the first weeks and tighten the rules where they drifted.

Disclosure

Some platforms and jurisdictions require or encourage telling users they are talking to automated software. Requirements differ by region and are evolving, so check the current rules for the markets you sell in, and this is not legal advice, so confirm specifics with counsel. A simple line in the first message, or in a profile, is a low-cost way to stay on the safe side.

Measuring Whether AI Is Actually Closing Sales

Judging the results takes a small set of numbers, tracked consistently:

  • DM-to-purchase conversion rate: conversations that end in an order.

  • First-response time: median time to the first reply, including off-hours.

  • Recovered revenue: sales attributed to follow-up messages.

  • Share of ad comments moderated: how much spam and abuse is caught.

  • Escalation rate: how often a conversation routes to a person. Too high suggests weak guardrails, too low may mean the system is overreaching.

Isolate the impact

Do not switch everything on at once. Pick a single product line or ad set and run a before and after comparison, or split traffic so some ads use automated handling and others do not, for a few weeks. Keep prices, creative and budget steady during the test, or the comparison will not tell you what caused the change.

Reading vendor claims

Exerta is used by more than 250 brands. That is a company-reported figure, not independent research, so test any vendor's claim against your own numbers. Results depend on your products, traffic and how well the guardrails are set.

Choosing a tool by fit

When comparing tools, the useful question is scope. CommentGuard is built for comment moderation on Facebook and Instagram. BrandBastion and Respondology combine comment moderation with reply and engagement features. NapoleonCat combines inbox management with comment-to-DM automation. Exerta combines ad comment moderation with comment-to-DM selling. If the only problem is spam under ads, moderation alone may be enough. If sales are also lost to slow replies, the fit needed covers the conversation through checkout. Verify each vendor's current features directly, since they change.

FAQ

What is conversational commerce?

Conversational commerce is selling through two-way messaging, in comments and DMs, instead of only through one-way ads and static checkout pages. A shopper asks a question and gets an answer in the same thread where they saw the product, often ending in a checkout link sent directly in the conversation.

How is an AI agent different from a rule-based chatbot?

A rule-based chatbot matches keywords or menu choices and stalls on anything it was not set up for. An AI agent reads free text, so an oddly phrased question like "will this fit if I'm between a medium and large?" still gets answered instead of hitting a dead end.

How long does a business have to message someone on Messenger or Instagram?

Meta says the standard window is 24 hours for most actions, extending up to seven days when the conversation opens with a person's first message after clicking a Click-to-Messenger or Click-to-Direct ad. Other entry points stay at 24 hours, and the rules have changed before, so check Meta's current policy.

Should every comment that mentions a problem be hidden?

No. Hiding every negative comment removes legitimate criticism along with spam, and a thread that is only praise looks curated rather than honest. Target spam, scams and abuse, and reply to genuine complaints instead of hiding them.

What should always route to a person instead of staying automated?

Refund disputes, chargeback threats, visibly angry customers, legal or medical claims about a product, high-value or custom orders, and any question the system cannot answer from approved information.

Other useful guides

Get started today

Start by counting the buying questions that went unanswered in your comments and DMs last week, and how long the answered ones waited. That gap is the revenue currently going to a competitor who replied faster. See how Exerta reads intent in comments and DMs to close that gap, or book a demo on your own account.

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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

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

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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 daysโ€™ 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 โ€œlive in about a minuteโ€ 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 Exertaโ€™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 Exertaโ€™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 โ€” including but not limited to Meta, Facebook, Instagram, TikTok, Shopify and Trustpilot โ€” 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 Exertaโ€™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 โ€œweโ€, โ€œusโ€ and โ€œourโ€ 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 โ€œweโ€, โ€œusโ€ and โ€œourโ€ 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.

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All systems operational ยท 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 daysโ€™ 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 โ€œlive in about a minuteโ€ 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 Exertaโ€™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 Exertaโ€™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 โ€” including but not limited to Meta, Facebook, Instagram, TikTok, Shopify and Trustpilot โ€” 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 Exertaโ€™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 โ€œweโ€, โ€œusโ€ and โ€œourโ€ 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 โ€œweโ€, โ€œusโ€ and โ€œourโ€ 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.

STAY IN THE LOOP

No spam, unsubscribe anytime.

FIND US ON

All systems operational ยท 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 daysโ€™ 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 โ€œlive in about a minuteโ€ 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 Exertaโ€™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 Exertaโ€™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 โ€” including but not limited to Meta, Facebook, Instagram, TikTok, Shopify and Trustpilot โ€” 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 Exertaโ€™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. Exertaยฎ 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 โ€œweโ€, โ€œusโ€ and โ€œourโ€ 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.