How to start a Sona AI Agent trial

Dewi
Dewi
  • Updated

Want to learn more about the power of OpenPhone's Sona, our new AI agent? We make it easy with a 7-day free trial with unlimited calls, to help customers experience the full product before committing to the $49/month subscription. After the 7-day trial, you are automatically converted to a paid subscription unless canceled.

Note: During the trial, you can view your Sona trial status and remaining days visible on the Sona settings page.

Your free 7-day Sona trial holds nothing back! You get the full Sona AI experience:

  • Unlimited calls (subject to fair use policy)
  • Unlimited Sona steps, allowing you to add the Sona AI agent throughout all of your inboxes and call flows
  • Unlimited knowledge pages, enabling Sona to answer the questions and provide the information your customers need
  • Real call handling with transcripts and summaries

How to start a Sona trial

Starting your Sona AI agent trial is a snap:

  1. In the left navigation of your OpenPhone workspace, click Sona.
  2. Eligible users will see a Start 7-day free trial button. Click to confirm and immediately start your Sona trial.

To get the most out of your trial, as soon as you start, check out these articles on how to set up Sona:

Note: During the trial, you can view your Sona trial status and remaining days visible on the Sona settings page.

FAQs about the Sona AI trial

Who is eligible to start a trial?

  • Must be on a paid OpenPhone plan (not free OpenPhone trial)
  • Must use Stripe billing (not iOS App Store subscription)
  • Must be the OpenPhone workspace Admin or Owner
  • Workspace hasn't trialed Sona before

If I'm not eligible, how can I become eligible for a Sona trial?

  • iOS subscribers: When attempting to start your Sona trial, on web or desktop you'll see the message to switch to online payments.
  • OpenPhone trial users: You'll see a message to upgrade to a paid OpenPhone plan first.
  • Previous trial users: No trial available, must purchase directly

What happens at the end of a Sona trial?

If you do not cancel during your 7-day trial, here's how you keep going and growing with Sona: 

  • No interruption - Sona continues working seamlessly
  • Auto-conversion - Trial automatically converts to paid Sona subscription
  • Monthly billing starts - $49/month when billed monthly (or annually, according to the billing cycle of your OpenPhone subscription) + calls beyond the 50 included per month
  • Configuration preserved - All settings, knowledge pages, greetings remain

If you decide not to continue with the trial and a Sona subscription beyond the trial, here's what you'll experience:

  • Can cancel anytime during the 7 days
  • Sona keeps working - until original trial end date
  • At trial expiration:
       - Sona stops handling calls immediately
       - All Sona steps in call flows replaced with voicemail automatically

How do I cancel my free Sona trial?

1. In your OpenPhone workspace, go to SettingsPlan & Billing.
2. Find the Sona trial section.
3. Click Cancel free trial.
4. Confirm cancellation.