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How to Upgrade a Sub-Account to the $20 AI Employee Starter Plan


The AI Employee Starter plan gives your sub-account access to Ask AI and AI Studio for $20/month. You can upgrade a sub-account directly from your agency's AI Suite.


Important: The Starter plan is available exclusively to agencies subscribed to Chat To Clients CRM's $497 Founder plan. Growth and Unlimited are available to eligible sub-accounts across agency plans.

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How to Upgrade to the AI Employee Starter Plan


The AI Employee Starter plan costs $20/month per sub-account. Other AI products may have additional pay-per-use charges. To update to the AI Employee Starter plan, follow these steps:


  1. Log in to Chat To Clients CRM and switch to Agency View.

  2. From the left menu, go to AI > AI Suite.

  3. Under the Plans & Limits tab, find the sub-account you want to upgrade and click the three-dot menu on the right.

  4. Select Upgrade Plan.

  5. Find AI Employee Starter and click Continue with Starter.

  6. Continue to the billing setup to review the subscription details and complete the purchase using the available on-screen instructions. Then click Confirm & Upgrade.


Free AI Usage: Agency users receive Free AI* through their agency plan. If they reach their Free AI* limit while working in a sub-account with AI Employee Starter, they can continue using AI through the sub-account's included usage. For more information, see Free AI for Agency Users.


*Fair Usage Policy: Free AI features are subject to fair-use limits. Agency users on higher-tier plans receive increased allowances, and the $497 agency plan includes access to advanced Creator Studio models.



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Last updated Mon, 2 Nov, 2026 at 12:45 PM