Closebot doesn’t have one free trial. It has two different free offers, and mixing them up is the most common way people get confused before they even sign up. There’s a plan that’s free forever, and there’s a 7-day trial that only applies once you pick a paid plan. They unlock different things, and only one of them puts a clock on you.
Here’s the short version: the forever-free plan lets you build and test one AI agent with a 100-message monthly cap, no card required. The 7-day trial is what you get when you sign up for a Business or Agency plan — no card required there either — and it gives you full access to that tier’s features for the full week. Which one you want depends on whether you’re kicking the tires or actually trying to launch something.
The Two Kinds of “Free” at Closebot
If you search “Closebot free trial” expecting a single sign-up flow, you’ll land in the wrong place first. Closebot’s own plan structure splits into three tiers — Free, Business, and Agency — and the word “trial” only attaches to the paid tiers, not the free one.
The Free plan isn’t a trial at all. It doesn’t expire, doesn’t ask for payment details, and doesn’t convert to a paid plan on its own. It’s a permanently limited version of the product. The 7-day trial, by contrast, sits inside the Business and Agency plans — you select a paid tier and get seven days to use everything included in it, with no payment details required to start. That distinction is the first thing to get straight before you sign up for anything.
What The Forever-Free Plan Includes
The Free plan is built for testing the product with real conversations, not for running a live operation. It’s the right starting point if you just want to see whether an AI agent can hold a decent conversation with a lead before you commit to anything.
Here’s what you’re working with on the Free plan:
- 100 messages per month included at no cost, with pay-as-you-go overage at $0.08 per message if you go over
- One agent, with each job flow (the conversation logic your agent follows) capped at 5 actions
- Two of the platform’s five AI providers available, the rest are locked to paid tiers
- One user seat, with no option to add more
- 1MB of knowledge library storage, fixed with no upgrade path on this tier
- No live chat support, you’re on your own for troubleshooting
- Some advanced job flow actions are locked out entirely
None of this is disqualifying for a genuine test. It’s disqualifying for a live agency offer with client volume, which is exactly what the plan is designed to push you past once you outgrow it.
What The 7-Day Trial Unlocks
Once you pick a Business or Agency plan, the 7-day trial period gives you the full feature set of that tier immediately, not a scaled-down preview of it. That’s a meaningful difference from the Free plan, where certain features simply don’t exist for you yet.
Closebot’s Business plans are tiered by how many job flows you need, not by message volume alone:
| Monthly Price | Job Flows Included |
|---|---|
| $64/month | 1 job flow |
| $197/month | 3 job flows |
| $297/month | 10 job flows |
| $397/month | Unlimited job flows |
Every Business tier includes a 500-message monthly ceiling, with per-message overage billing available if you exceed it.
The Agency plan is a separate plan from Business, not the top row of that table — it happens to share the same $397/month price point as Business-Unlimited, but it’s built for a different job: white-labeling and re-billing. You set your own markup and bill clients through your own Stripe account for usage they generate inside your portal.
What You’ll Actually Pay
You do not need to bring your own OpenAI or Anthropic API key to run a Closebot trial. Closebot bundles AI provider costs directly into its own per-message pricing rather than passing token costs through separately — a bring-your-own-key requirement it used in an earlier version of the product no longer applies.
What that per-message cost looks like depends on which plan you’re trialing. On the Free plan, it’s baked into the $0.08 overage rate once you pass 100 messages a month. On Business plans, message costs are included in your monthly price up to your plan’s ceiling, with optional wallet-based overage protection if you go over. On the Agency plan, you’re billed $0.012 per message.
Cards, Refunds, and Overage Charges
A 7-day trial is short enough that a busy week can eat it without you touching the product. A few things are worth knowing going in, since none of them are obvious from the signup screen itself.
- No credit card is required to start the trial. Closebot’s pricing page states this directly for its plans, including the paid Business and Agency trials — you can cancel at any time without having entered payment details first.
- Refunds aren’t offered. Closebot states plainly that it does not issue refunds. The free plan and the 7-day trial exist specifically so you can evaluate the product before paying, not as a safety net after you’ve been charged. If you start a paid trial, set a reminder to cancel before day 7 if you’re not converting.
- Overage charges apply immediately, not after the trial. If your trial usage exceeds the plan’s message ceiling, you’re billed at the overage rate during the trial itself, card details permitting.
None of this makes the trial a bad deal, it just means treating it like any other short trial with a card attached: know your exit date before you start.
Free Plan vs. Trial vs. Paid
Closebot’s trial setup rewards people who already have a specific use case in mind — a lead source, a CRM connection, and a rough idea of the conversation flow they want to test. It’s less useful for someone who wants to browse features casually, since the paid-tier features only become visible once you’re inside a trial that’s already ticking down.
Start with the Free plan if the question you’re actually answering is whether the product itself is a fit, not how much volume it can handle. There’s no deadline and no card on file, which also makes it the lower-friction option for existing HighLevel or HubSpot users who mainly want to confirm the integration behaves as expected before doing anything else.
Start the 7-day trial if you already know you need more than 100 messages a month, need more than one job flow, or specifically need Agency features like white-labeling and client re-billing, and you’re prepared to evaluate it within a week. This fits a solo operator or small agency validating one specific client use case before committing to monthly spend.
Skip both and talk to sales if you need SLAs, compliance audits, or volume beyond what the standard tiers cover — Closebot runs a separate custom-priced tier for exactly that, outside the self-serve trial flow entirely.
Frequently Asked Questions
Closebot integrates with HighLevel, HubSpot, Shopify, and Stripe, according to Closebot’s own site, and these connections function the same way during the 7-day trial as they do on an active paid subscription.
This isn’t publicly documented in Closebot’s help center or plan pages, so there’s no confirmed answer on whether a canceled trial’s agent, conversation history, or knowledge library uploads are preserved or deleted. Export or note down anything you’d want to keep before canceling, rather than assuming it carries over.
Yes, Closebot confirms upgrading from a Business plan to an Agency plan is straightforward. One catch worth knowing before you pick a starting tier: a Business trial doesn’t give you a preview of Agency-only features like re-billing and white-labeling, even during your 7 days, so you won’t get a feel for those until you actually switch.
This isn’t explicitly documented in Closebot’s public materials. If you’re currently on the Free plan and want to start a paid trial down the line, confirm with Closebot’s support directly before assuming your existing agent and data carry over automatically.