The CX suite (closed-loop cases, real-time alerts, executive dashboards, and account health) is normally a Pro/Business feature. The 14-day free trial lets a Free-plan team try the *entire* suite at the Business level, with no credit card required.
What you get
For 14 days your organization gets Business-level CX:
- Closed-loop case management (rules, priorities, SLAs, the Case Inbox)
- Real-time alerts to Slack, Teams, and email
- Role / executive CX dashboards
- Account-level CX & health scores
- A guided setup wizard and one-click sample data, so you can explore a populated dashboard on day one
The trial only unlocks CX; it doesn't change your Free-plan limits for responses, seats, or API access.
Who can start it
The trial is available when your organization is:
- On the Free plan (Pro/Business already include CX), and
- Not partner-provisioned, and
- Hasn't used the trial before (one trial per organization).
An Owner or Admin starts it. Other members see "Ask an admin to start the CX trial."
How to start
- Open CX in the left nav.
- At the top you'll see "Try the full CX suite free for 14 days, no credit card."
- Click Start free CX trial.
- You're dropped into the guided setup wizard: load sample data and tour the scorecard, alerts, cases, accounts, and trends.
New to the suite? The wizard walks the whole closed loop in about two minutes and links back to these help articles at each step. You can re-run it any time with Take the tour on the CX overview.
During the trial
A banner shows "N days left in your CX trial" with an Upgrade to keep CX link. Everything you create during the trial (rules, cases, integrations) stays after you upgrade.
When it ends
If you don't upgrade, CX features lock back to your base plan: the scorecard stays free, while cases, alerts, dashboards, and accounts lock. Your data isn't deleted: upgrade any time to pick up where you left off. The trial can only be started once per organization.