Social Media Marketing for DTC: Revenue Guide 2026

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Your ad account is still spending. The creative is still getting clicks. But the comment section under the best-performing ad is full of the same questions, price pushes, shipping objections, and one-line spam that nobody on the media team owns. That's where social media marketing for DTC stops being a content problem and starts becoming a revenue recovery problem.

The hard part isn't making people see the ad. In 2025, 65.7% of the global population were active social media users, the typical user visited 6.84 platforms per month, people spent about 141 minutes per day on social media, and social ad spend was projected to exceed $276.72 billion according to Sprinklr's 2025 social media marketing statistics. The hard part is catching demand while it's still warm, before the buyer scrolls, doubts, and leaves.

That's why the conversation layer matters. On DTC accounts, the ad is no longer just the paid asset. The comment thread, the DM inbox, and the website chat widget are part of the same buying path, and if they're slow, messy, or silent, they leak revenue you already paid to create.

Table of Contents

Why the Comment Section Is Now Part of Your Ad

A buyer sees a winning Meta ad. CPA looks fine. Creative is still fresh. Then the comments fill up with “Is this legit?”, “How much is shipping?”, and “Does it fit true to size?” The ad didn't really lose to the audience. It lost to its own thread.

That shift matters because social is no longer just a branding layer. In the 2025 DTC marketing survey, 58% of respondents allocated at least 41% of their marketing budgets to digital channels, and they expected social commerce (53%) and social media influencers (47%) to drive conversions in the first half of the year, with social media influencers (70%) and retail media (59%) taking over in the second half per Digiday's summary of the survey. The point isn't the exact mix. The point is that DTC teams already treat social as a revenue channel, not just a content channel.

The thread changes the click

Shoppers now use social to research and buy in the same session. One DTC roundup says 82% of consumers use social media to discover and research products before buying, and another projects the U.S. social commerce market will surpass $100 billion in 2026 according to Statista's social networks topic page. That makes every public objection a pre-purchase event, not a side conversation.

If a stranger can read the objection under the ad, the objection becomes part of the ad.

That's why the comment section, DMs, and chat shouldn't sit with support alone. They need the same ownership as the creative. A polished testimonial can help, but one timely reply to a real objection often does more work because it answers the exact friction a buyer is already carrying.

For a deeper breakdown of that shift, see why your comment section is free ad research.

The DTC Social Funnel From Discovery to Checkout

DTC audiences don't move through social in a straight line. They bounce between discovery on short-form video, validation in comments, retargeting through paid social, and last-mile questions in chat. If you want the channel to pay back, each surface needs a specific job.

A diagram illustrating the DTC social funnel stages from discovery on social media to final checkout purchase.

Match the channel to the job

Use TikTok and short-form Reels for discovery. That's where new people meet the offer, the hook, and the creator-style proof. Use Meta and Instagram for retargeting and conversion. That's where intent gets compressed into a purchase decision, especially when the buyer has already seen the product once.

Use web chat for high-intent landing pages. If someone lands on a product page and asks about fit, stock, or shipping, that's not a casual browse anymore. It's a buying question.

The technical discipline is simple, even if the execution isn't. Split paid creative, organic content, and conversation surfaces, then measure them as one revenue system. The best DTC teams connect the discovery layer to MER, CAC payback, and net-new revenue, not likes or shares.

A useful operating rule is to keep the funnel role obvious in the asset itself. Top-of-funnel content should look like discovery. Mid-funnel content should answer objections. Bottom-of-funnel ads should push a clean product action or retargeting outcome. That kind of funnel alignment is what keeps media buying from turning into guesswork.

Where the next layer fits

The tactical pieces below sit on top of that funnel map. Comment moderation protects the ad, DM speed protects the buyer window, and sales recovery flows turn social intent into tracked orders. If those three pieces aren't connected, the funnel breaks at the exact moment a customer is ready to spend.

Hide, Reply, or Escalate, A Comment Playbook

A paid comment thread can either recover revenue or burn it. Every comment needs one of three actions, hide, reply, or escalate. Anything outside those three wastes attention.

A graphic titled Comment Playbook illustrating three strategies: Hide for spam, Reply for engagement, and Escalate for issues.

Hide the junk fast

Hide crypto spam, DM-me-to-collab bots, competitor links, and pure abuse. Those comments pull attention away from real buyers and drag the thread off topic. On Meta, hiding is invisible to the commenter, so there's no public blowback.

That matters because the thread has to stay useful for people who might still buy. If a comment takes value from the audience instead of adding to the conversation, hide it.

Reply to buying signals

Reply to real questions, objections, and near-buyers. “Too expensive” deserves an answer. So does “Is this a scam?” and any comment asking about price, stock, fit, or discounts.

A strong reply doesn't need a speech. It needs a clean next step.

  • Price objection: “Fair question. Here's the price, and here's what's included.”

  • Trust objection: “Totally fair to ask. We can share the details that help you verify it.”

  • Fit question: “Here's the sizing note. If you're between sizes, start with the larger one.”

  • Stock question: “This color is moving fast. If you want it, the link in the reply is the quickest path.”

One good objection reply can outperform a polished testimonial because it answers the exact concern blocking the click. It keeps the buyer in motion instead of forcing them to hunt for the answer elsewhere.

Escalate issues that need a human owner

Escalate actual customer complaints, legal concerns, damaged orders, or any thread that can turn into a public support ticket. Acknowledge publicly, then move the conversation private with a clear handoff. That keeps the ad thread from turning into a service desk.

For a tighter handoff process, use this practical escalation guide. The rule is simple. Answer what helps the sale, hide what poisons the thread, and escalate what needs a human owner.

A comment policy only works when the team can use it in seconds.

The 24-Hour DM Window and Why Slow Teams Lose Sales

A DM at 9 p.m. on Friday can be a real buying signal. By Monday morning, it can be dead. That's the business reality behind the 24-hour messaging window in Meta-style messaging workflows. The window opens when the buyer sends the message, and the sales pipeline inside it expires if the team waits too long.

Treat the clock like revenue, not compliance

The mistake is to file DMs under support etiquette. They're closer to live demand. If someone asks about shipping, sizing, or a discount code and gets no answer until the next day, the intent cools. The click never turns into an order.

Public comments don't have the same hard cutoff, but the attention decay is similar. A slow reply under the post can still cost the sale because the buyer is reading in the moment. That's why comments and DMs need the same urgency when the question is clearly tied to purchase intent.

Reply in seconds when the signal is hot.

Build an always-inside-the-window operating model

The clean model is simple. New comments and DMs trigger an instant response. High-intent questions route to a trained flow. Human escalation only happens when the message turns into a complaint, edge case, or back-and-forth that needs judgment.

That means your team shouldn't measure response speed in hours. Measure it in seconds. If a buyer reaches out during an evening drop, a weekend promo, or a holiday push, the system should still answer while the buyer is still in the session.

For the underlying mechanics, see the messaging automation guide. The main point is operational, not technical. If the answer arrives after the moment of intent, it's often too late.

AI Employees, Chatbots, and Hired Moderators Compared

Many teams choose the conversation layer poorly by comparing shiny features instead of operational outcomes. For paid social, the core question is simple. Who answers fast, stays on voice, escalates cleanly, and leaves a usable revenue trail?

What each option is good at

Rule-based chatbots are cheap and predictable, but they're rigid. They fail when the buyer asks something slightly off script, and the reply often sounds stiff or off-tone. That can help with basic routing, but it's weak for nuanced sales conversations.

Hired moderators are flexible and human, but they're expensive and usually tied to office hours. They can handle edge cases well, yet the voice drifts across shifts and the response gap gets wider after hours.

AI employees sit in the middle in the right way. They can answer comments, DMs, and chat fast, keep a trained brand voice, and log attribution in a way media teams can use. They still need escalation rules and oversight on edge cases, but they solve the part where speed is a common financial loss.

Pick the right job for each layer

Layer

Best fit

Main risk

Simple routing

Rule-based chatbot

Rigid replies

High-volume brand voice

AI employee

Needs escalation rules

Complex complaints

Hired moderator

Slow coverage

The comparison only matters if you're honest about what the team is trying to protect. If the job is basic FAQ handling, a simple bot may be enough. If the job is recovering paid social demand at speed, AI employees are the more practical fit because they combine always-on coverage with measurable action.

For a closer look at the trade-offs in moderation systems, see this moderation tools guide.

A Same-Day Playbook for Recovering Sales From Social Conversations

A buyer sees the ad, leaves a price question, and the thread starts to decide whether that visit turns into cash or disappears. The fastest way to prove value is to run one ad through a recovery flow before the day ends, then watch comments, DMs, and chat handle the sales work that ad traffic already created.

A four-step infographic illustrating a same-day sales recovery strategy for social media advertising and automated customer service.

Start with the price question

A buyer comments, “price?” The system replies immediately with a one-line answer and a tracked checkout link. Keep the copy short.

Use something like this:

“It's [price]. Here's the product page with today's offer.”

The link needs to preserve attribution so the order can be traced back to the ad, the thread, and the reply. If the cart gets abandoned within the window, send a follow-up in DM with the same voice and a clear next step. Don't bury the offer in a paragraph.

Mirror the flow on TikTok and in agency work

TikTok needs a lighter tone. Reply in the thread first, then move to DM if the buyer asks for details or hesitates. Short links matter here because the interaction feels creator-led, not checkout-led.

Agencies should run the same flow across multiple client pages, but keep brand voice separate. One client can sound blunt. Another needs a softer hand. The reply logic stays the same, but the wording should change with the account.

Watch the four triggers that move money

The most consistent revenue triggers are price, stock, discount code, and shipping time. Those are the questions that tell you someone is close to buying.

You can test this today without rebuilding the whole account. Turn on instant replies for those four triggers, route the hottest questions to a checkout link, and compare recovered orders against the previous week. The goal is to recover the orders already trying to happen, not to flood the thread with automation.

Adoption data from Exerta shows 250+ brands running this model, averaging 15% more sales with over $2M in recovered revenue attributed in-product and 99.9% uptime according to Exerta. That is the kind of proof teams want before they touch the workflow again.

Measuring Revenue Impact and Attribution

If the conversation layer can't be tied back to revenue, it will lose budget. Media buyers trust what they can see in the dashboard, so the job is to make comments, DMs, and chat visible as recovered sales, not just engagement.

A graphic titled Proving Revenue Impact displaying four key e-commerce performance metrics with icons and data values.

Track the metrics that matter

The core metrics are recovered orders, revenue per reply, reply latency, hide rate, escalation rate, and the downstream impact on MER and CAC. Those are the numbers a CFO can read without guessing what the team did.

The dashboard should show action volume on one axis and recovered revenue on the other, with latency and channel filters on top. Week one, you're looking for signal. Month three, you're looking for consistency across ads, products, and audiences.

Wire the thread to the order

Every recovered sale needs a path from comment to order. That means the reply, the tracked link, and the Shopify order need to sit in the same attribution chain. Without that, the media team can't tell whether the thread helped close revenue or just created noise.

That matters because vanity metrics hide leaks. A post can look active while the comment section scares off buyers. Once you map the reply to the order, you can see which message, format, and audience combination moves revenue.

The first 30-day test is straightforward. Hold spend steady, turn on the playbook, and compare recovered revenue per dollar of media before and after. If the number moves in the right direction, the model earned its keep. If it doesn't, the team can see where the leak sits.

What to Change This Week and What to Ask Before You Buy

Start next Monday with four changes. Audit the comments under your top five spenders. Set hide rules for spam and abuse. Write reply templates for the four highest-value question types. Pick one ad and test instant replies against it.

Ask better questions before you buy

Any vendor pitching AI employees, chatbots, or moderation tools should answer these questions plainly.

  • Response latency: What does production timing look like in live accounts?

  • Revenue attribution: Can the system connect replies to recovered orders?

  • Voice control: How tightly can brand tone be trained and reviewed?

  • Escalation path: What happens when the thread needs a human?

  • Channel coverage: Which surfaces are live today, and what's only roadmap?

  • Uptime proof: How stable is the system in real use?

For a broader workflow lens, this automation workflow guide is a useful reference point.

The right question isn't whether AI belongs in social. It's which conversation surfaces are leaking revenue right now, and which system closes the loop from ad click to recovered order.

If your comment sections and DMs are already influencing purchase decisions, Exerta gives you a way to manage them like a revenue channel instead of a support queue. It deploys AI employees across Facebook, Instagram, TikTok, and website chat to reply, moderate, and recover sales in brand voice with every action logged. Visit Exerta if you want the conversation layer tied back to revenue instead of left to chance.

Get started today

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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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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

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 Exerta, Inc. or its content suppliers and is protected by applicable intellectual property laws. Exerta® is a registered trademark of Exerta, Inc. 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 Exerta, Inc., a corporation incorporated in the State of Delaware, United States. References to “we”, “us” and “our” throughout this website refer to Exerta, Inc. 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 Exerta, Inc. or its content suppliers and is protected by applicable intellectual property laws. Exerta® is a registered trademark of Exerta, Inc. 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 Exerta, Inc., a corporation incorporated in the State of Delaware, United States. References to “we”, “us” and “our” throughout this website refer to Exerta, Inc. 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 Exerta, Inc. or its content suppliers and is protected by applicable intellectual property laws. Exerta® is a registered trademark of Exerta, Inc. 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 Exerta, Inc., a corporation incorporated in the State of Delaware, United States. References to “we”, “us” and “our” throughout this website refer to Exerta, Inc. 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.