The Essentials Plan - what's included?

Ideal for organizations seeking a simple, efficient solution for standups, kudos, and team building.

Essentials includes everything from the Free plan plus some hot features to unlock the power of DailyBot in small/medium size teams. Enjoy unlimited check-in reporting, forms with approval flows, and a limited trial of AI automation. 

What are the hot features here? 🔥

Unlimited Check-In Reporting

Users in Essentials can enjoy unlimited check-ins for unlimited teams and users.

Custom questions

You can use check-ins or forms with custom questions, and you can create question templates that other people can you use across your organization.

Unlimited Responses

With unlimited check-ins to set up, Essentials also allows you to collect an undefined number of reports from them.

Approval flows

Add approval flow capabilities to your Forms so you can simplify decision-making and save time with automated workflows using in-chat forms.

Unlimited Search History

Go back in time and look up any check-in report without limits.

Data Export

Export your data in PDF, CSV, and XLS.

External Users

Add external users like freelancers or interns that can complete check-ins from their personal Gmail account.

Basic Kudos

You can give kudos to your team and check basic insights like the leaderboard. Create your own Team values is included.

Basic Shortcuts / Custom Commands

Create and use commands up to 1000 weekly calls.

Analytics and charts

Check automatic metrics from your reports using basic filters.

Custom-branded forms

Remove the DailyBot logo from your forms and include your own.

Vacation Mode

Includes an automatic reminder deactivation due to time off.

Email Digests

Daily and weekly digests summarizing all of your active check-in reports.

What are the limits?

With respect to the limitations on its current features:

• Unlimited kudos per organization
• 1000 commands per organization
• 1000 command invocations across the org
• No APIs, no anonymous check-ins, no Zapier

Is Essentials the right plan for me?

The Essentials plan is a great deal from day one. If you are just getting started with chat automation, it provides most of the features you need to get started. If you are already using 3-4 different chatbots/plugins for surveys, praises, stand-ups, coffee chats - you can replace most of their features with DailyBot's Essentials Plan.

What if I need a better version, why should I upgrade?

We've noticed that bigger teams or power users that are serious about in-chat workflows and automation want a DailyBot version that offers them more.

The next plan with all features included is the Advanced Plan:

• More flexible privacy settings for check-in data
• Anonymity settings for check-ins and forms
• API, WebHooks, Zapier, and 3rd-party integrations
• Security features
• Advanced features, including better reporting, and kudos team values
• Access to the Beta Code Editor, for building custom chat commands in the cloud with DailyBot

How does the Essentials plan compare to Advanced?

Essentials unlocks the main limitations of the Free plan and adds new hot features to the mix. While Advanced is designed to offer the complete DailyBot self-service experience, Essentials is regarded as the rather quiet brother that gets the job done.

Continue exploring the other plans: Free Plan | Advanced Plan | Enterprise Plan