Use when you want inquiry capture, quote drafts, follow-up reminders, and a basic owner brief.
Pricing
Start with one workflow. Add AI employees when your team is ready.
Workbase AI is designed for managed setup, pilot programs, and partner rollouts. It should not feel like a fully self-serve tool your team has to configure alone.
How to choose
Pick the plan by rollout style, not seat count.
Workbase is sold around workflows and implementation needs. Start with the narrowest path that proves value.
Use when quotes, orders, payments, and approvals are happening every day across a small team.
Use when you need quote templates, integrations, approval rules, and monthly optimization configured with you.
Use when you serve B2B SMEs through an agency, association, chamber, or advisory model.
Included controls
Pricing assumes sensitive revenue actions stay reviewed.
Pilot programs are available for B2B teams with active quote-to-cash work.
Bring one workflow, one quote template, and one owner reporting need. We will map the first AI employee around that reality.
Pricing questions
Common questions before a pilot.
Do we need clean systems first?
No. The first step is mapping the real workflow, including messy spreadsheets, inboxes, and templates.
Is this fully self-serve?
Not yet. The first version is designed around demo-led pilots and managed setup for practical rollout.
Can we start with one employee?
Yes. Most teams should start with Inquiry Specialist or Quote Assistant before adding more roles.
Do AI employees send messages automatically?
No sensitive external actions are sent without approval in the standard workflow.