Guide

How to Automate TikTok DMs to Recover Sales

To automate TikTok DMs, set up TikTok's automatic messages or a tool on its messaging API, then triage questions, answer price and order queries, invite buying-intent commenters to DM you, and hand off the rest.

11 min read

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ยท

An article by

Myko M.

Founder

TikTok DMs pile up fast once a product takes off, and every hour a question sits unanswered is an hour a shopper drifts toward a competitor's checkout. Automating them does not mean bolting on a generic chatbot. It means a flow that answers real questions, moves buyers toward a sale, and hands off what needs a person.

You will need a TikTok account with Advanced Access or a Verified Business Account, because personal accounts cannot use any of this. TikTok's own automatic messages (welcome message, suggested questions, keyword replies and chat prompts) handle simple flows with no extra tool. Branching flows, order lookups and routing to the right teammate need a DM automation tool on TikTok's messaging API.

Step 1: Define what you want the automation to do

Before you open any settings menu, sit down with a week or two of your actual DM history and sort the messages into buckets. For a typical ecommerce account, three categories cover most of the volume: price questions, order status, and checkout follow-up for someone who asked about checkout in a DM but never bought. Count how many messages fall into each bucket. That count tells you where automation will save the most time and recover the most revenue.

Next, draw a hard line around what the automation should never handle alone. Refund disputes, complaints about damaged goods, and anything involving a customer who sounds genuinely upset belong with a human. Decide this now, not after a bot has already told an angry customer their refund is being processed when it is not. Write down the handoff rule in plain language: if the message contains certain keywords such as refund, broken, scam or lawyer, or if the bot's confidence score is low, it routes to a human inbox immediately.

Resist building a bot that replies to everything. It produces awkward answers to edge cases and erodes trust when a shopper gets a reply that clearly missed the point. Target the three or four scenarios with the most volume and purchase intent, and let everything else fall through to a person. That scenario list and your handoff rules are the spec for the steps that follow.

Step 2: Connect your TikTok account to a DM automation tool

DM automation tools work through TikTok's Business Messaging API, which TikTok only supports for accounts with Advanced Access or Verified Business Accounts. Personal accounts are not eligible. TikTok grants Advanced Access when you link the account to a TikTok for Business account or a Business Center, and the Verified Business Account level adds business verification on top. Check which level your account has before you go further.

Two more limits to know up front. The API is not yet available for accounts signed up in the European Economic Area, Switzerland or the UK, and for accounts signed up in the US, only tools that have passed TikTok's US data security review can manage their DMs. TikTok Shop messages are also a separate system the API cannot manage, so a tool connected through it will not see messages shoppers send through TikTok Shop.

With an eligible account, start the connection from inside your automation tool. A legitimate tool sends you to TikTok's own authorization request rather than asking for your username and password, asks for specific permissions such as access to manage conversations, and can be disconnected at any time.

Before you approve, check what the tool is asking for. A DM tool needs to read and send messages, and some also ask for comment access, which matters in Step 4. If a permission looks unrelated to messaging or sales, ask the vendor why before approving it.

Confirm the connection worked by sending a test message to your own account from a second profile. If you run into message caps during testing, review the platform's chat message limits before assuming the integration is broken. If nothing shows up in the dashboard, check that Receive messages from Everyone is turned on in Settings and privacy, which TikTok requires for its automatic messages, and that the account was not signed up in one of the regions above.

Step 3: Automate TikTok DMs with your first reply sequences

Start with a triage message, the first thing any new DM conversation sees. This is not a sales pitch, it is a router. A simple version might read:

Thanks for reaching out! Are you asking about pricing, sizing or shipping?

Answer buttons or keyword detection then send the conversation down the right path, and anything else goes to a person. TikTok's messaging API supports the buttons as Q&A button cards. This one message tells you within a single exchange what the customer actually wants.

From there, build a branch for each of the three scenarios you defined in Step 1:

  • Price questions: the bot confirms the product, states the price and any active promotion, and includes a direct link to purchase.

  • Order status: the bot asks for an order number or email, checks it against your order system if connected, and gives a status update or estimated delivery window.

  • Checkout follow-up: if a shopper who asked about checkout goes quiet, the bot sends one follow-up while TikTok still allows replies, offering to answer any lingering question and linking back to the product.

Branches built on the API run inside TikTok's messaging limits. When a tool handles a conversation with a shopper who is not a mutual follow, it can send up to 10 messages in the 48 hours after the shopper's first message. Once the shopper has been quiet for more than 48 hours, only three more are allowed until they reply.

Write the actual reply copy in your brand's voice, not the vendor's default template. A generic opening line followed by a canned paragraph reads as robotic and tends to get ignored. Compare that to something like this:

That top runs true to size, and it is back in stock in all colors right now. Want the link?

The second version sounds like a person on your team wrote it, even though it is fully automated.

Keep each branch short, three or four messages at most before either closing the loop or handing off. Test each branch yourself by typing the trigger keywords a customer might realistically use, including typos and shorthand, and confirm the bot routes them correctly before you consider the sequence finished.

Step 4: Turn buying-intent comments into DMs the shopper starts

When someone comments price or link under a product post or ad, that is a buying signal with a timestamp. On Instagram a comment-to-DM automation can answer it in a DM, but TikTok's messaging API does not let most business accounts send the first DM. Its developer rules prohibit messaging anyone who has not started a conversation with you, and a public comment does not count. TikTok's Comment-to-Message feature, which lets a business DM a high-intent commenter, is only available to accounts registered in Vietnam, Indonesia and Thailand.

So reply to the comment within seconds with the price and an invitation to DM you the word LINK, and set a keyword reply that sends the product link the moment they do. TikTok's keyword replies fire on an exact match of your chosen keyword, so ask for one short word rather than a phrase.

Consider a concrete example. A shopper watches a product video of a jacket and comments asking the price. Without automation, that comment might sit for hours until someone on your team clears the queue, by which point the shopper has scrolled on and forgotten the product. With automation in place, the comment gets an instant public reply with the price and an invitation to DM the word LINK. The shopper does and gets the shipping window and the product link while intent is still high.

Set these replies per product or per campaign rather than account-wide, so the messaging stays specific. A generic thanks-for-your-interest reply does not convert the way a message naming the exact item does. Start with the videos you are paying to promote, since you are already spending money to generate those comments, and a fast reply that brings the shopper into your DMs is what turns that spend into an actual sale.

Two native options skip the comment step. Direct Messaging Ads, where available, send shoppers from your ad straight into TikTok direct messages to start chatting with you. A TikTok.me short link such as tiktok.me/yourhandle?message=LINK opens a chat with your account in the TikTok app with the keyword already typed in, which suits a link-in-bio page or your website. Either way the shopper starts the conversation, so your automation can take it from there.

Step 5: Layer in comment moderation to protect the funnel

A fast public reply only works if the comment section around it is not a mess. Unmoderated comments under a boosted post, spam, complaints about a past order, or aggressive negativity, sit right next to your product and your call to action. A shopper who scrolls past three complaints before reaching your reply to a price question is a shopper who is now hesitant to buy, and that hesitation can show up as a lower conversion rate and a higher cost per acquisition on the exact ad you are paying for.

Start with what TikTok gives you. Its comment filters hide spam, offensive comments and comments containing keywords you choose until you approve them, and the Comments Manager in Ads Manager lets you hide ad comments and keep a blocked word list. Automation goes further without adding headcount. Set rules to filter comments on TikTok for spam, profanity, repeated complaint patterns, and off-topic comments on any post that is running as a paid ad or driving significant organic traffic. The goal is not to silence legitimate feedback, it is to stop the comment section working against your ad spend.

Exerta moderates and answers comments under Facebook, Instagram and TikTok ads in one system, so a buying-intent comment gets answered instead of hidden by the rules that catch spam. Whichever tool you use, review your spam keyword lists and your reply triggers together rather than separately. A filter on the word link, added to catch spam, also hides every shopper who comments asking for the link, the exact comment you were trying to turn into a sale.

Step 6: Test the flow with real conversations before scaling

Resist the urge to flip the automation on across every post and every product at once. Start with one campaign or a limited time window, a single product line or a 48-hour test on one ad set, and let real customer messages hit the flow you built. Then read every transcript, not just a sample. You are checking for tone that feels off, wrong routing such as a price question treated as an order status question, and any reply that would embarrass you if a customer screenshotted it.

A frequent mistake at this stage is skipping the test phase entirely and scaling straight to full volume. A single broken keyword trigger that misfires on an unrelated phrase or fails to catch an obvious variant can send an irrelevant reply to hundreds of people in a matter of hours once it is live across your whole account. That is not just an awkward customer experience, it can draw complaints and reports from the people who received it, the kind of trouble covered in our guide to TikTok shadowbans. A small test window catches this before it becomes a large problem.

Pay particular attention to fallback responses, the messages sent when the bot cannot classify what a customer is asking. If transcripts show it guessing wrong on ambiguous messages, make the fallback route the conversation to a human inbox instead. A slower correct answer beats an instant wrong one. Once a test batch runs clean for a few days with no routing errors, expand to more campaigns and higher volume.

Step 7: Monitor performance and refine monthly

Once the automation is live at scale, track three numbers on a recurring basis: average response time, conversation-to-sale conversion rate, and the share of total DM volume handled without any human involvement. Fast response time with a flat conversion rate suggests the sequences are answering questions but not closing sales. A high share of human handoffs suggests your triage or branching logic needs work.

Treat the sequences as living content, not a one-time setup. Update them whenever you launch products, run a promotion, or see a new question repeating in the human-handled queue. A price branch built around last quarter's catalog gives wrong answers the moment a price changes, so review sequence content at least monthly.

Also check TikTok's developer documentation every quarter. The messaging limits, regional availability and account requirements above all live there, and a change to any of them can quietly break a follow-up sequence or stop your tool from sending at all.

FAQ

Do I need a TikTok Business account to automate DMs?

In practice, yes. TikTok's automatic messages and Business Messaging API only work on accounts with Advanced Access, which you get by linking the account to a TikTok for Business account or Business Center, or on a Verified Business Account. Personal accounts are not eligible, and the API is not yet available in the EEA, Switzerland or the UK.

What should never be fully automated?

Refund disputes, complaints about damaged goods, and any message from a customer who sounds genuinely upset. Build a handoff rule that routes these to a human immediately based on keywords or a low confidence score, rather than letting the bot attempt an answer.

Can a TikTok comment trigger an automatic DM?

For most business accounts, no. TikTok's developer rules prohibit messaging anyone who has not started a conversation with you, and a public comment does not count. Its Comment-to-Message feature is limited to accounts registered in Vietnam, Indonesia and Thailand. Everywhere else, reply publicly with the price and ask the shopper to DM a keyword such as LINK.

How long should I test before scaling an automation?

Run a limited test, such as one product line or a 48-hour window on one ad set, and read every transcript rather than a sample before expanding. A broken keyword trigger can misfire on hundreds of conversations within hours once it is live account-wide.

Should comment moderation and DM automation be set up separately?

No. Configure them together and review keyword lists across both at the same time. Otherwise an overly aggressive spam filter can hide a buying-intent comment, such as a price question, before your public reply invites that shopper into your DMs, and the sale you paid to generate never reaches the inbox.

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

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

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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.

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All systems operational ยท 99.98% uptime last 90 days

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Uptime

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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.