Optlo: Pricing, Features & Best Use Cases

Our take: Optlo suits small SaaS support teams who want an AI support agent and chat widget that run on their own OpenAI, Anthropic or Gemini account with no AI markup, after a 7-day free trial.

Main limitation: Paid plans need your own AI provider account and its costs, and Starter caps active conversations at 500 and Growth at 2,000.

By the AI Tool Atlas editors. Based on the vendor's official documentation; we have not tested this product hands-on. What “documented overview” means

Who should use Optlo

Optlo suits small SaaS support teams who want an AI support agent and chat widget that run on their own OpenAI, Anthropic or Gemini account with no AI markup, after a 7-day free trial. Based on the vendor's documentation, not on a hands-on test.

Best for: Early-stage startups

Also a good fit for

Small to mid-sized SaaS support teams
Teams wanting control over AI model costs

Consider another tool if paid plans require your own AI provider account and its costs

Or if

Active conversation caps (500 on Starter, 2,000 on Growth)
Removing 'We run on Optlo' branding costs $99/mo

Optlo pricing and usage limits

Prices checked Oct 1, 2026 on the official US pricing page. Official pricing ↗ Prices and limits change often.

The official Optlo pricing page as we saw it. optlo.com, captured Oct 1, 2026

Free access and trial conditions

No permanent free plan

7-day free trial without a credit card, with AI usage included

Paid plans: what changes as you upgrade

Starter Web

$19/mo source (opens in a new tab)

Month, annual commitment

$16 per month effective when billed yearly at $190 (2 months free)

For: Early-stage startups launching AI support

Limits

500 active conversations per month
1 seat, 3 workflows

1 more

100 website sources, 1,000 notes

Includes

Bring your own AI account
Embed on unlimited websites

1 more

Shared inbox and human handoff

Growth Web

$59/mo source (opens in a new tab)

Month, annual commitment

$49 per month effective when billed yearly at $590

For: Small to mid-sized SaaS teams with more volume

Limits

2,000 active conversations per month
3 seats, 8 workflows

Includes

Bring your own AI account
Higher source and note limits

1 more

Shared inbox and human handoff

Custom Web

Custom pricing source (opens in a new tab)

Unknown, annual commitment

For: Large volume support operations

Includes

Higher limits
Priority support

1 more

Enterprise-grade controls

Usage caps, credits and extra costs

Add-ons: +500 conversations $15/month, extra seat $15/month, remove 'We run on Optlo' branding $99/month; AI provider usage billed by your provider

unknown

What is Optlo, and how does it work?

Optlo is AI customer support software where you connect your own AI provider account and pay the provider directly, avoiding bundled AI markups. You train an agent on website content, docs and notes, build workflows for gathering information and escalation, and deploy a messenger widget on your site with a script tag. It includes a shared inbox with human handoff, WordPress and Stripe integrations and a JavaScript SDK. A 7-day free trial (with AI usage included) precedes paid Starter and Growth plans, which require your own AI account.

Optlo's official site: how the product presents itself. optlo.com, captured Oct 1, 2026

What you provide and what you get back

What you give Optlo and what comes back, from its documentation

You provide

Website URLs and help docs
Notes and knowledge content
Your AI provider API key
Workflow definitions

You get back

Chat widget answers on your site
Escalations to a human via shared inbox
Collected customer information

Where you can use it

Platforms: Web, API
Account: Required

Best use cases for Optlo

Scenarios are worked out by our editors from the documentation; the actual result depends on your input and plan.

Deflecting repetitive support tickets on a website

Who: Startup support leads
You provide: Website pages and help docs
Expected result: Agent answering repetitive tickets on a site widget
Plan needed: Starter
Limitation: 500 active conversations per month source (opens in a new tab)

Support chatbot for early-stage SaaS

Who: SaaS founders
You provide: Product docs and notes
Expected result: Support chatbot on every site embedding the script
Plan needed: Starter
Limitation: Needs your own AI provider account source (opens in a new tab)

Custom workflows for refunds, cancellations or data collection

Who: Support teams
You provide: Workflow steps for refunds or cancellations
Expected result: Agent that collects information and escalates to a human
Plan needed: Growth
Limitation: Workflow count limited (3 or 8) source (opens in a new tab)

What Optlo does, and where it stops

Feature overview on the official site. optlo.com, captured Oct 1, 2026

Bring your own OpenAI, Anthropic or Gemini account

Connects your own OpenAI, Anthropic or Gemini account Avoids AI markups and picks the model

Access: Paid plansLimit: You pay provider fees separately source (opens in a new tab)

Workflow builder with steps, actions and tools

Builds workflows with steps, actions and tools Controls how the agent gathers information and escalates

Access: All plansLimit: Workflows capped per plan source (opens in a new tab)

Knowledge sources from websites and notes

Trains on website sources and notes Gives answers grounded in your content

Access: All plansLimit: Source and note counts are capped source (opens in a new tab)

Embeddable chat widget with themes and user identification

Embeds a themed chat widget with user identification via a script tag Deploys quickly on any site

Access: All plansLimit: Branding removal costs $99 per month source (opens in a new tab)

Optlo pros and cons

Where Optlo is strong

7-day free trial without a credit card You can test with real data free for a week documented source (opens in a new tab)
No markup on AI usage on paid plans You pay model rates directly documented source (opens in a new tab)
Prices shown in USD with yearly discount Costs are easy to compare documented source (opens in a new tab)
Embed on unlimited websites One subscription covers all your sites documented source (opens in a new tab)

Limitations to check before paying

Paid plans require your own AI provider account and its costs You manage two bills documented source (opens in a new tab)
Active conversation caps (500 on Starter, 2,000 on Growth) Busy support queues need add-ons or Growth documented source (opens in a new tab)
Removing 'We run on Optlo' branding costs $99/mo White-label needs a costly add-on documented source (opens in a new tab)
Only 1 seat on Starter; extra seats $15/mo each Small teams pay per extra agent seat documented source (opens in a new tab)

How to use Optlo for deploying an AI support agent on a website

Optlo documentation: where the steps below come from. optlo.com, captured Oct 1, 2026

Set up Optlo

Start the 7-day free trial at optlo.com
Connect your OpenAI, Anthropic or Gemini account and pick a model
Add your website URL and help docs as sources

Example: deploying an AI support agent on a website

Build a workflow that collects order details and escalates refund requests
Customize the widget theme
Paste the script tag onto your site
Test questions in the widget and the shared inbox

Review and export the result

Check that answers cite your own docs
Confirm a human handoff reaches the shared inbox

Example prompt suggested by our editors (not a recorded output of the product)

If a customer asks for a refund, collect their order number and email, check the refund policy source, and hand off to a human if the order is older than 30 days.

Optlo API

Optlo documentation (continued). optlo.com, captured Oct 1, 2026

API access and separate billing

Optlo has no public API in its official documentation. JavaScript SDK API documentation ↗

Privacy, data use and commercial rights

Summarized from the vendor's current policies; this is not legal advice and a vendor's badge is not an independent audit.

How your inputs and outputs are handled

Support conversations and training content

unknown

Commercial use and plan restrictions

unknown

Policies: optlo.com/privacy/

Other tools to consider instead of Optlo

"Better suited" is based on documented features and pricing, not on a head-to-head test.

ChatGPT: better suited to

Claude: better suited to

Google Gemini: better suited to

Zapier: better suited to

Alternatives
Alternative	Pricing	Limitation
ChatGPT	—	—	Compare
Claude	—	—	Compare
Google Gemini	—	—	Compare
Zapier	—	—

Explore Optlo further

Optlo pricing, plan by planEvery plan with USD prices, limits and what is free.Best Optlo alternativesTools for the same job, by need and starting price.Best AI chatbot toolsOur picks in this category, compared by price and free tiers.Prompts for OptloReady-to-copy prompts with their sources.

If you are looking at Optlo

More chat assistants tools

Guides and comparisons

Optlo user reviews

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Optlo FAQ

How much does Optlo cost?

Starter is $19 per month ($190 per year) and Growth is $59 per month ($590 per year), with custom pricing on request. source (opens in a new tab)

Does Optlo mark up AI usage?

No, on paid plans you connect your own AI account and pay the provider directly. source (opens in a new tab)

Is there a free trial?

Yes, 7 days without a credit card, and AI usage is included in the trial. source (opens in a new tab)

What are the conversation limits?

Starter allows 500 active conversations per month and Growth 2,000; extra 500 conversations cost $15 per month. source (opens in a new tab)

Can I remove the Optlo branding?

Yes, removing 'We run on Optlo' is an add-on at $99 per month. source (opens in a new tab)

Sources and review methodology

Official sources and verification dates

AI Customer Support Software: Bring Your Own AI | Optlo homepage · checked Oct 1, 2026
Pricing: AI Support With No AI Markups | Optlo pricing · checked Oct 1, 2026
Quick Start | Optlo docs · checked Oct 1, 2026
Optlo privacy policy · checked Oct 1, 2026

Not verified: Privacy and training terms; Trial limits.

How we documented and maintain this page

Every fact about Optlo above comes from the 4 official pages listed here, last compared on Oct 1, 2026; we have not run Optlo ourselves, so it has no editorial score. How we check and re-check pages.

Article updated Oct 10, 2026; prices checked Oct 1, 2026. Outbound links to vendors are plain links; we do not earn commissions. How we review · Report an error