Revenue Attribution Model for Paid Social: A Practical Guide

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A shopper comments under your Meta ad, “Is this safe for sensitive skin?” An AI employee replies in the thread, opens a DM, answers two product questions, and sends a checkout link. Four hours later, the shopper places a $148 order. Your ad account records a comment. Your analytics tool records direct or organic revenue. The DM sits outside the click path.

Last-click calls that sale direct revenue. Your paid social report calls the ad an assist, if it records the interaction at all. That's the problem with a revenue attribution model built around the final click. It can measure the handoff to checkout while missing the moment that created purchase intent.

For DTC brands and agencies running Meta and TikTok ads, comment sections and DMs are part of the buying journey. They're not just customer support. They can answer objections, recover abandoned intent, and close orders that never follow a clean tracked path. Exerta is built around that reality, with AI employees working across Facebook, Instagram, TikTok, and website chat today. SMS, email, and voice are launching next.

Table of Contents

Why Last-Click Hides Your Best Buyers

The $148 order looks simple in the store backend. A customer reached checkout through a link and paid. The analytics record may show direct, organic, or another default source. The ad platform may show engagement without a purchase. None of those records explains why the customer started the conversation.

The ad created the comment opportunity. The comment exposed the question publicly. The DM answered the objection. The checkout link completed the transaction. Last-click assigns the whole sale to the final measurable touch, so the ad and the conversation receive no commercial credit.

That creates a false performance picture. A retargeting ad that gets clicks and closes fast looks efficient. A prospecting ad that starts comment threads looks expensive. The dashboard rewards the closer, even when the closer couldn't have acted without the earlier interaction.

Operator rule: If removing the ad would remove the comment that started the DM, the ad belongs in the revenue path.

This is common in paid social because users don't always click immediately. They ask about delivery, sizing, ingredients, pricing, compatibility, or returns. A public question can become a private conversation. A private conversation can become an order through a link that has no persistent ad identifier.

The same pattern appears in comment-heavy campaigns. A buyer may see the creative, read other replies, ask a question, receive an answer, and return later through a saved link. The transaction looks direct. The intent started in paid social. A practical review of what engagement reveals about buying intent helps frame why public interaction deserves a place in the measurement layer.

Last-click isn't useless. It tells you which touchpoint captured the final action. That matters for checkout optimization, retargeting, and conversion troubleshooting. It fails when you use it to decide which campaigns deserve more budget across a longer journey.

The cost is quiet. A buyer sees strong last-click efficiency in lower-funnel campaigns and cuts prospecting. Comment volume falls. Fewer shoppers enter DMs. Recovered orders disappear before the team can explain why. Budget cuts that look rational on a last-click dashboard can gut the top of a paid social funnel that was working.

What a Revenue Attribution Model Actually Does

A revenue attribution model is a rule for assigning sale credit across the touchpoints that influenced a buyer. Think of the order as a shared commission. The model decides whether one touch gets all of it or whether several touches receive a portion.

Start with the question your team needs answered. If you want to know what introduced the customer, use first-touch logic. If you want to optimize the final conversion event, use last-touch logic. If you need a fuller view of a Meta or TikTok journey, compare several models instead of treating one output as truth.

The six rules buyers use most

  1. Last-click attribution gives 100% of the credit to the final touch before purchase. It's easy to report, but it overvalues direct visits, branded searches, retargeting clicks, and checkout links while ignoring the ad or conversation that created intent.

  2. First-click attribution gives 100% of the credit to the original touch. It surfaces discovery campaigns, but it can over-credit broad prospecting when a later DM, product page, or offer did the work of converting the buyer.

  3. Linear attribution splits revenue evenly across every recorded touch. A four-touch journey gives each touch 25% of the order. The rule is transparent, but a passive impression receives the same weight as a product answer that removes the final objection.

  4. Position-based attribution assigns 40% to the first touch, 40% to the last touch, and divides the remaining 20% among middle touches. It fits journeys where discovery and conversion both matter, but the fixed weights don't know whether the comment, DM, or retargeting click changed the outcome.

  5. Time-decay attribution gives more credit to touches closer to conversion. It works well when recent intent matters, but it can undervalue an earlier ad that created the demand a later conversation harvested.

  6. Data-driven attribution uses observed patterns to estimate how touches relate to conversion. It can adapt better than fixed rules, but it needs clean event data and enough conversion volume. Many paid social accounts don't have enough reliable comment, DM, and order linkage for the output to be dependable.

For a broader explanation of how platforms differ in their measurement logic, this guide to compare ad platforms with attribution is useful when your team is deciding which reports to reconcile.

The practical mistake is choosing a model because it produces a comfortable number. Choose it because it answers a defined budget question. Then compare it with another model and a lift test. The conversion attribution framework is useful for connecting the original touch, the conversion event, and the recorded outcome without losing the conversation path.

The Four Model Families Compared

Paid social teams usually work with four model families. Each captures a different part of the journey. None handles comment threads, DMs, and agent handoffs perfectly without event-level stitching.

Model Family

Credit Rule

Strength on Paid Social

Common Failure Mode

Single-touch

Give 100% to the first or last touch

Fast reporting and simple campaign decisions

Miscredits assist-heavy journeys and hides dark-funnel influence

Rule-based multi-touch

Divide credit using linear, position-based, or time-decay weights

Predictable comparison across the whole path

Measures assigned correlation, not actual lift

Data-driven or algorithmic

Estimate credit from observed conversion patterns

Can model complex sequences when data is strong

Needs clean, connected conversion volume that many accounts lack

Conversational or logged-action

Credit recorded comments, DMs, agent actions, and order IDs

Captures sales that happen outside tracked click paths

Fails if the agent doesn't write the order back to the source

Single-touch is clean and incomplete

Last-click helps a buyer understand what completed the sale. First-click helps identify discovery. Both are useful diagnostic views. Neither should decide the full budget when a customer can move from ad impression to comment to DM to checkout.

Rule-based multi-touch is explainable

Linear, position-based, and time-decay models are easy to audit. You can show the team exactly how credit moved. That transparency matters when finance, media buying, and creative teams disagree. The weakness is fixed weighting. A 40% first-touch allocation is a convention, not proof that the first touch caused 40% of the purchase.

Algorithmic models need connected data

Algorithmic approaches can detect patterns that a fixed rule misses. They still depend on the events supplied to them. If a platform sees the click but not the DM, or the DM but not the recovered order, the model learns from an incomplete journey and may assign confidence to the wrong signal.

Conversational logs fill the missing handoff

A conversational-logged model records what happened inside the interaction. It can preserve the original ad identifier, the comment or DM trigger, the agent response, the checkout link, and the order ID. That doesn't prove causation by itself, but it gives your attribution system the events it needs to stop classifying a conversation-led sale as direct revenue.

Attribution Versus Incrementality on Paid Social

Attribution asks, who gets credit? Incrementality asks, what revenue happened because of the activity? Those are different questions.

A platform can assign a conversion to an ad because the ad appeared in the journey. That doesn't prove the ad caused the sale. The buyer may already have been ready to purchase, or another channel may have created the demand. Independent guidance separates attribution from incrementality for this reason. Attribution helps optimize campaigns in flight. Incrementality is the stronger control for budget allocation and channel cuts. See the distinction in this attribution and incrementality analysis.

A holdout or geo test compares treatment and control markets over a defined window. One industry guide describes matched geo markets over 14 to 30 days and gives a practical example where conversions fall 20% after a channel is paused. In that case, only 20% of the attributed volume is incremental, not the full reported amount. The calculation appears in this cross-channel measurement guide.

Apply that correction to budget decisions:

Campaign

Platform Attribution

Incrementality-Adjusted

Budget Action

Retargeting campaign

$4 CAC

$5 CAC if only 80% of attributed volume is incremental

Hold or cut until the test supports the spend

Retargeting campaign credited with 40% of sales

40% credited share

Roughly 8% incremental share under the 20% correction

Cut the claim, then test whether the campaign creates lift

Prospecting campaign

Break-even in the attribution report

Profitable in a holdout test

Scale carefully because the counterfactual supports the spend

The first example changes a scale decision. A $4 CAC looks acceptable until the incrementality correction makes the effective CAC $5. The second exposes retargeting bias. A campaign can collect credit from buyers who were already coming back. The third shows why a prospecting campaign shouldn't be cut only because its attributed return looks weak.

Practical distinction: Attribution is a credit ledger. Incrementality is the counterfactual.

Use both. Let attribution find broken links, weak creative, delayed replies, and expensive touchpoints. Use holdouts or geo tests before moving major budget between prospecting, retargeting, and conversational recovery. Your multi-channel messaging workflow should feed the same measurement process, especially when a buyer changes channels before ordering.

Choosing a Model for Meta and TikTok Journeys

Model choice should follow journey shape, not team preference. Meta journeys often include passive exposure, comments, saves, shares, and DMs before checkout. TikTok journeys can move faster from creative exposure to click, but comment-driven intent still creates missing links when the buyer asks a question instead of visiting the site.

For Meta, start with position-based attribution when discovery and closing both matter. The fixed 40% first-touch, 40% last-touch, and 20% middle-touch rule gives you a usable baseline for view-heavy journeys. Move toward data-driven measurement only after you can connect ad events, conversation events, and orders. Treat view-through reporting carefully, especially when the DM happens outside pixel tracking.

For TikTok, time-decay can fit shorter click-to-convert journeys because recent interactions often carry stronger intent. Last-click can still work for lower-funnel campaigns when most orders come from one session. Don't use it as the only model if comments and DMs regularly complete the sale.

Same-day implementation checklist

  • Install browser and server events: Send purchase events through the Meta Pixel and Conversions API, then deduplicate them so one order isn't counted twice.

  • Preserve identifiers: Append click IDs and UTMs to every ad destination and keep them available when a buyer moves into a conversation.

  • Route DM events: Send Exerta conversation and order events to the same conversion endpoint used by your attribution layer.

  • Tag every creative: Give each Meta and TikTok creative a unique UTM so you can distinguish versions, hooks, and placements.

  • Validate the sequence: Check that the original ad, comment, DM, checkout link, and order ID can be joined in one record.

For additional platform-level measurement context, the NotFair for Meta Ads documentation can help teams review how Meta data enters their reporting stack. Keep creative-level naming consistent with your short-form video workflow, because weak UTM governance can erase the difference between two otherwise similar ads.

Use this operating rule: if 70% of orders come from one session, last-click may be enough. If journeys exceed four sessions, switch to multi-touch. Test the choice with lift measurement before turning it into a budget rule.

Attribution for Comment, DM, and AI Agent Sales

A conversational sale needs an event trail. The trail starts with the ad or organic post that prompted the comment. It continues through the DM trigger, agent reply, product answer, checkout link, and order ID. If those actions stay in separate systems, your revenue attribution model can't distinguish a recovered sale from direct traffic.

Exerta can log the DM trigger, agent response, and recovered order ID, then pass the record into an attribution workflow alongside the original click ID. The exact credit rule remains yours to set. One practical starting point gives 60% to the ad that prompted the comment and 40% to the agent that closed the sale. Another weights the agent by response time or assigns credit according to the number of logged actions.

The record matters more than the label

A buyer can click an ad and send a DM. If your system counts both paths as separate conversions, you double-count the order. Deduplication must happen at the order-ID level, not only at the campaign level.

A second failure occurs when an agent closes the order inside Instagram DMs but never fires a purchase event. The conversation shows commercial intent. The store shows revenue. The attribution tool sees neither connection.

A third failure underreports retargeting. The buyer may click a retargeting ad, ask a question in the comments, and purchase after the reply. If the comment created the final intent, the click alone doesn't describe the conversion path.

Touchpoint

Credit Weight

Logged Data

Metric

Ad impression or click

60% starting rule

Creative ID, campaign, click ID, UTM

Revenue per ad

Public comment

Included in source path

Comment ID, text category, timestamp

Revenue per ad comment

DM trigger

Included in conversation path

User ID, thread ID, trigger type

DM-to-checkout rate

Agent response

40% starting rule

Reply time, response type, link sent

Time-to-reply

Checkout and order

Conversion anchor

Checkout ID, order ID, value

Agent-recovered orders

The AI social media agent workflow is relevant when your team needs logged replies and purchase paths rather than a simple automated response. Track three operational metrics together: agent-recovered orders, time-to-reply, and attributed revenue per ad comment.

Those metrics reveal whether the agent is only answering questions or recovering revenue. They also show where the paid campaign and conversational layer work as one system.

Why Triangulation Beats Any Single Model

No single revenue attribution model holds up across paid social, comments, DMs, and orders. Platform data is fast and useful for in-flight optimization. Multi-touch credit shows the sequence. Incrementality tests show whether the activity caused lift. Agent logs capture the dark-funnel actions that platform reports miss.

The market is moving in that direction. Independent reporting places multi-touch adoption between 41% and 47% by 2025 to 2026, while one dataset reports marketing mix modeling rising from 9% in 2023 to 26% in 2026. These figures come from recent attribution model reporting. A separate overview reports multi-touch attribution at 41% to 47% adoption, last-click at 24% to 37%, and marketing mix modeling at 26% in one 2026 analysis, reinforcing the shift away from simplistic last-click reporting. The broader history and figures are summarized in marketing attribution statistics for 2026.

Layer

What It Measures

Blind Spot on Paid Social

Platform reporting

Clicks, impressions, and reported conversions

Misses untracked comments and private conversations

Multi-touch attribution

Sequence and assigned credit across events

Correlation can look like causation

Incrementality testing

Lift above the baseline

Slower and harder to run continuously

AI employee logs

DM actions, replies, links, and order IDs

Requires reliable order matching

Triangulation changes the budget conversation. You stop asking which system is right and start asking which signals align. If platform reporting, multi-touch credit, agent logs, and a holdout test point in the same direction, the decision is stronger. If they disagree, investigate the missing event or the biased model before moving spend.

The result isn't perfect truth. It's a portfolio view that makes uncertainty visible instead of hiding it behind one attractive ROAS number.

Your 30-Day Attribution Rollout Plan

A DTC founder or media buyer doesn't need to rebuild the entire stack to improve measurement. Start with the order ID. Make Meta, TikTok, your analytics layer, and your AI employee log the same transaction.

Week 1 is instrumentation. Standardize UTMs, preserve click IDs, send server-side purchase events, and create order-ID return matching. Test one purchase from ad click to checkout. Test another from comment to DM to checkout. Confirm both records reconcile.

Week 2 connects the journey. Deploy a position-based or data-driven multi-touch model. Tag comment-to-DM and DM-to-checkout events. Keep last-click running as a comparison view, not as the only source of truth.

Week 3 adds causal validation. Launch a 10% geo holdout and route every recovered sale through the Exerta order log. Keep the test window defined before launch. Don't change budget or targeting halfway through and then treat the result as clean evidence.

Week 4 creates three dashboards:

  • Platform-reported dashboard: Spend, impressions, clicks, and reported conversions.

  • Multi-touch dashboard: Credit by campaign, creative, comment, DM, and agent action.

  • Incrementality-adjusted dashboard: Baseline lift, adjusted revenue, CAC, and budget recommendation.

Reconcile any variance above 15% before making a major allocation change. Check duplicate order IDs, missing click IDs, untracked checkout links, and conversations that ended without a purchase event.

Revisit the system after 30 days. Reweight channels, retire last-click as the default budget report, and lock the chosen model into pacing rules. Keep the three dashboards visible. The value comes from comparing them, not from hiding the differences.

Exerta deploys AI employees that reply to comments and DMs, moderate harmful content, and connect recovered orders back to the conversations and ads that influenced them. The platform is used by 250+ brands, reports a 15% average sales lift, has recovered $2M+, and provides 99.9% uptime, with Facebook, Instagram, TikTok, and website chat live today. Visit Exerta to connect conversational sales recovery with a revenue attribution model your paid social team can act on.

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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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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.

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Live in under 5 minutes

250+ brands running

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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.