Credits power two kinds of Salesforce document work: generating documents and understanding files. Use the same pooled credits for proposals, agreements, OCR, extraction, summaries, document Q&A, and customer-facing experiences.
Free
Small, capped evaluation of watermarked document generation and OCR or file-processing workflows.
Starter
Quotes, proposals, eSignatures, and light OCR workflows for small Salesforce teams.
Growth
Repeatable RevOps document generation, File AI, and customer-facing experiences.
Scale
Higher-volume generation, OCR, contract processing, onboarding, and governance.
Enterprise
Custom generation and File AI volume, security, governance, and commercial terms for larger Salesforce orgs.
Page estimates use the current base rate of 10 credits per generated or OCR page. AI analysis, extraction, summaries, tool calls, and generated output may consume additional credits.
Reference details and pricing notes below remain markdown-backed for indexing and search.
iDialogue Pricing
iDialogue is metered by AI credits. It scales with the document and file work your team performs, not the number of named users or configured agents.
Credits power two kinds of Salesforce document work: generating documents and understanding files. Use the same pooled credits for proposals, agreements, OCR, extraction, summaries, document Q&A, and customer-facing experiences.
Plan tiers
- Free: $0/month with 1,000 credits for a small, capped evaluation of watermarked document generation and OCR or file-processing workflows.
- Starter: $149/month with 25,000 credits for quotes, proposals, eSignatures, receipt or business-card OCR, and up to 2,500 generated or OCR pages at the base page rate.
- Growth: $499/month with 100,000 credits for repeatable RevOps document and file workflows, including 1,000+ OCR images or document pages with AI-assisted review.
- Scale: $1,250/month, billed annually, with 250,000 credits for higher-volume generation, OCR, contract processing, onboarding, and up to 25,000 generated or OCR pages at the base page rate.
- Enterprise: custom pricing for generation and File AI volume, security, governance, multi-org support, and negotiated commercial terms.
Plans are not priced around agent count. Usage is governed by credits, document volume, sharing, template workflows, governance features, and support needs.
Credits included
| Plan | Credits included | Example value |
|---|---|---|
| Free | 1,000 credits | Small, capped trials of watermarked document generation and OCR or file-processing workflows. |
| Starter | 25,000 credits | Quotes, proposals, eSignatures, receipt or business-card OCR, and up to 2,500 generated or OCR pages at the base page rate. |
| Growth | 100,000 credits | 1,000+ OCR images or document pages with AI-assisted review, plus repeatable RevOps document workflows. |
| Scale | 250,000 credits | Up to 25,000 generated or OCR pages at the base page rate, plus higher-volume contract processing and onboarding. |
| Enterprise | Custom | Custom generation and File AI volume, governance, multi-org support, and commercial terms. |
How credits work
- Credits are pooled across document generation, OCR, file extraction, summaries, document Q&A, customer-facing experiences, and template-driven workflows.
- Page estimates use the current base rate of 10 credits per generated or OCR page. AI analysis, extraction, summaries, tool calls, and generated output may consume additional credits.
- Knowledge storage, indexing, retrieval, and agent usage may consume credits based on indexed content size and workflow activity.
- Usage can be monitored and forecasted through platform dashboards and estimation tools.
Burst capacity
Paid plans may support burst usage, prepaid credits, or overages when enabled. Applicable limits and rates are defined at checkout, in the applicable Order Form, or in account configuration.
Usage controls
Administrators can use dashboards, alerts, soft limits, hard caps, and configured overage or prepaid-credit options to control spend.
Sandbox support
Sandbox support helps teams safely test templates, generated documents, OCR and extraction workflows, customer-facing experiences, field mappings, DML actions, and governance policies before production rollout. Sandbox packaging may be an add-on for Growth, included or discounted for Scale, and custom for Enterprise.
Included capabilities across plans
- Salesforce-native document assistants and flow actions.
- Intelligent document processing, Image OCR, extraction, summaries, and document Q&A.
- Shareable document-backed experiences and customer-facing sales packets.
- Template workflows, missing-input collection, review steps, and Salesforce file and record grounding.
- Governance and deployment controls, expanding by plan maturity.
Compare before rollout
Support model
Support options scale from self-service resources to direct channels, proactive health checks, governance reviews, and SLA options based on plan tier.