Plan requirement
| Subscription | Any plan |
| Access | Admin |
Trying something before buying it. Useful, and only if you decide in advance what would make it a yes.
Start a trial
- Open Admin Center, then Account, then Billing, then Subscription.
- Start the trial of the plan or feature. If there is no Manage button on that page, yours is a managed account and the trial is arranged through us; ask and we set it up.
- Note the end date. The page shows a countdown, but that only helps somebody who opens the page.
- Configure it and put it in front of real work.
- Decide before the date arrives.
Write down the question first
"Does intelligent triage label our tickets accurately enough to route on" is a question a trial can answer. "Let us try AI" is not, and it ends with somebody saying it was interesting.
Say what would make it a yes
A number, decided beforehand. Accurate on eight out of ten tickets. Ten minutes a day saved per agent. Without that, the decision comes down to who liked it, which is not a decision.
Use it on real work
A feature tried on test tickets tells you almost nothing. Put it in front of actual customers, on a narrow scope, or you are evaluating a demo.
Give it enough time
Most things look confusing in week one and useful in week three. Judging a trial after two days measures the interface, not the feature.
What happens at the end
Trialling an upgrade inside an account you already pay for runs for 30 days, which is longer than the 14 days of a new Zendesk trial account. After that your account switches back to the plan you were on, at the price you were paying. Nothing converts to a paid subscription on its own, so the risk here is not an unexpected invoice.
The risk is the other one: what you built during the trial stays, but becomes read-only. A form, a view or a report that depends on the feature is still there and no longer editable, which is a quieter kind of disruption than losing it outright.
Where more time would genuinely settle the question, an extension of 14 days is possible for eligible accounts. Ask us before the 30 days run out rather than after.
If you cannot find the option
Trials are offered to selected accounts rather than to everyone, so its absence is not something you have configured wrongly. Ask us and we will tell you what is available on your account.
Talk to us before deciding
What a feature is worth depends on how you work. Ask pluscloud support and we will help you judge it against your own situation.
Comments
0 comments
Article is closed for comments.