FAQ
Frequently asked questions
Trial, pricing, security, data. Anything missing? Email hello@briefdeck.ai.
- Why no free plan?
- BriefDeck is built for working sales professionals. Removing the free tier lets us put all our engineering into making briefs sharper, not maintaining a free-tier experience. You get 14 days to evaluate against real meetings, free, no card required.
- What's the difference between Pro Solo and Pro Team?
- Pro Solo ($179/mo, single seat) gives you a brief on every meeting, all enrichment sources, CRM connectors, follow-up drafts, and shareable links. Pro Team ($199/seat/mo, 3-seat minimum) adds team workspace, peer collaboration on co-attended meetings, manager rollup with at-risk deal flagging, audit log, and admin controls. Designed for sales pods and teams that prep meetings together.
- Can I downgrade from Team to Solo?
- Yes. You'll keep your individual briefs and history. Team workspace, shared annotations, and the manager rollup are no longer accessible. Other team members on the account need their own Solo subscriptions to continue.
- What happens to my data if I don't add a card before my trial ends?
- Your account locks but your data is preserved for 30 days. Add a card any time during that window to resume seamlessly. After 30 days, data is soft-deleted with another 30-day recovery window. After 60 days total, it's permanently removed.
- What if I'm on a free plan today?
- Existing free-tier users have 30 days to upgrade. We're offering 30% off your first 3 months of Pro Solo as a thank-you. Migration emails are going out now.
- Can I use BriefDeck without paying?
- You can start a 14-day free trial without a credit card. After the trial, an active subscription is required to generate new briefs. Anyone you've shared a public brief link with can continue viewing those briefs anytime, even without a BriefDeck account.
- Is this just ChatGPT for meetings?
- No. The agent runs autonomously every night without you prompting it, and it pulls live data from your calendar, email, HubSpot, and Salesforce — not just whatever you paste into a chat window. ChatGPT answers questions; BriefDeck does the prep work in the background.
- Do I need to install anything?
- Nothing. BriefDeck connects to your tools via OAuth — sign in with Google or Microsoft, optionally connect HubSpot or Salesforce, and you're done. No browser extension, no desktop app, no bot dialing into your meetings.
- Will my agent send emails on my behalf?
- No. Your agent drafts. You review, edit if needed, and click Send from your own mail client. The email always leaves from your address, on your terms — never from us, never automatically.
- How is my data used?
- Meeting context is sent to Anthropic Claude during brief generation and is not used to train the model. We don't train on your data either. OAuth tokens are encrypted at rest. Read the full details in our privacy policy.
- Can I cancel anytime?
- Yes. Monthly billing — cancel from the billing portal in two clicks. No long-term contract.