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Clarely AI’s two features become available at different plans: So on Professional and Team you have the chat but not the Quote Builder, and its button doesn’t appear in Quotes. The rest of this page is about the chat.

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Which plans get it

Professional, Team, Business, and Enterprise all include Clarely AI. Free and Starter don’t.

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What Free and Starter see

The Ask Clarely AI button and command palette entry are visible on every plan — we don’t hide it. On Free or Starter, sending a question shows an upgrade prompt instead of an answer.

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What to do next

On Professional and above, open Ask Clarely AI and try it — see Getting enough data if you’re a newer account and it’s not turned on yet. On Free or Starter, see Plan and billing to upgrade.