sparrowdesk-logo-transparent-1.png
Go to sparrowdesk.com
Home
SparrowDesk Overview
  • Overview of SparrowDesk
  • Feature Overview in SparrowDesk
  • SparrowDesk Glossary
Getting Started
  • Setting Up Account Details
  • Default Business Hours
  • Understanding and Creating Teams
  • Inviting Team Members to the Platform
  • Roles and Permissions
  • Single Sign-On
  • Brands in SparrowDesk
  • Getting Started FAQs
  • Use a custom domain for your support portal
  • Customize Customer Email Notifications
  • View the Audit Log
Inbox
  • Understanding the Inbox in SparrowDesk
  • Managing Custom Views in Inbox
  • Live Chats in Inbox
  • Staying on Top of New Messages from Customers
  • Conversation Fields in SparrowDesk
  • Merging Conversations in SparrowDesk
  • Round Robin assignment explained
  • Export Conversations as CSV
  • Bulk update fields
  • Forward a Conversation to an External Contact
  • Common Email Delivery Errors
  • Add Watchers to a Conversation
  • Set Up Parent-Child Ticketing
Channels
  • Slack as a Channel
  • WhatsApp as a Channel
  • Facebook Messenger as a Channel
  • Instagram Channel
  • Setting Up Email as a Support ChannelConnect your custom email address How do I send and receive emails via SMTP and IMAP ? How do I find my SMTP/IMAP server address and port number? Common Errors while Connecting through SMTP/IMAPHow to Prevent Emails From Going to Spam Email Signatures
  • Installing Chat Widget Chat Widget Installation on WordPressInstall the Chat Widget on ShopifyCustomising Chat WidgetEmbedding and Configuring the SparrowDesk Chat WidgetChat Widget SettingsWhy End Users Don’t Always See Their Chat HistoryTrack page visits in SparrowDesk
Contacts
  • Contacts in SparrowDesk
  • How to manage contact segments
  • Deleting and Blocking Contacts in SparrowDesk
  • Contact Fields in SparrowDesk
Reports
  • Conversation Report
  • Team Performance Report
  • Understanding the AI Agent Report in SparrowDesk
  • Viewing CSAT reports in SparrowDesk
  • Reports FAQ
  • Exporting Reports as PDF
  • Help Center Reports
  • Build a Custom Report
Automation
  • Macros
  • Business Hours
  • Service-Level Agreements (SLAs)
  • Setting up CSAT (Customer Satisfaction) in SparrowDesk
Zoona AI
  • AI Suggested replies in your Inbox
  • AI-Generated Chat Subjects
  • Zoona AI Knowledge Improvements
  • Introduction to AI Copilot
  • Introduction to AI AgentAI Agent - Configure PersonaTraining your AI AgentZoona AI Agent CommandsAI Agent - Deploying on chatAI Agent - Deploying on EmailHow to Create a Command Zoona AI Agent - FAQUnderstanding AI resolutions in SparrowDesk
Workflows
  • Automate repetitive tasks through Workflows
  • How to Create a Workflow
  • Workflow Blocks Library
  • Notify a Slack Channel from a Workflow
  • Classify Conversations with a Custom Prompt
Help Centre
  • Write Knowledge Articles for your Help Centre and AI Agents
  • Setting Up and Customizing Your Help Center
  • Use a Custom Domain for Your Help Center
  • Make Your Help Centre Discoverable in Search results
  • Adding Google Tag Manager to your Help Center
  • Creating a Ticket Form Setting up Customer Portal
Billing
  • How does SparrowDesk pricing work?
  • What is Seat ?
  • Manage your Billing and Invoices
  • About Sales Tax
  • How to cancel your subscription
  • Frequently Asked Questions
  • AI Co-pilot and AI Resolution billing
  • SparrowDesk Startup Program
Apps and Integrations
  • Okta Integration
  • HubSpot Integration
  • SurveySparrow Integration
  • Zapier Integration
  • Attio Integration
  • Linear Integration
  • Jira Integration
  • Gmail Integration
  • Notion Integration
  • Shopify Integration
  • Migrating from Freshdesk
  • Zoho CRM integration
  • Set Up a Webhook

Frequently Asked Questions

Timer5 min read
SebinSebin

What currency do you accept?

All SparrowDesk subscriptions are billed in US dollars ($).


How can I pay?

The easiest way to pay is by adding your credit card in your Billing settings.

We also support wire transfers — just reach out to our billing team for details.

For more information, see Manage your billing and invoices.


How can I add a seat?

You can add seats anytime through Settings → Billing → Seats.

  • When you add a seat, you’ll be charged a prorated amount between the day you purchased it and your next billing statement.
  • You won’t receive a bill immediately — SparrowDesk will send a consolidated invoice the following month to keep things simple.

How does SparrowDesk charge for additional teammates?

You can invite new teammates anytime you want provided you have enough seats left to occupy.

Adding seats or co-pilot seats

When you add seats to your SparrowDesk account, we will charge you for a pro-rated amount for the remainder of that month or year.

You won't receive a bill immediately though.

To keep your inbox tidy and invoices simple, SparrowDesk will aggregate all charges for new seats in a given month, and send one consolidated bill your way.

If you are typically billed annually, you will still receive these additional invoices on the next month to reflect any new seats that have been added in the prior month.

When seats are removed, the unused value will not be refunded in cash. Instead, it will be credited to your account and can only be applied toward future invoices.


Are there seat minimums?

Yes. All SparrowDesk plans require a minimum of one seat.


How can I change my billing information?

You can update your billing details at any time in your Billing page:

  • Go to Settings → Billing → Manage Payment Methods.
  • Click Edit payment details to update your card, billing address, or tax info.

How do I see my past invoices?

You can find all of your invoices directly in the app:

  • Go to Settings → Billing → Invoices to view or download your past invoices.

What is your refund policy?

You can cancel your SparrowDesk subscription at any time.

However:

  • Payments are non-refundable (monthly or annual).
  • You will not receive credits for future use or cash refunds.
  • You remain liable for the full upfront fee for your chosen subscription period, even if you cancel early.

See our SaaS Services Agreement for full details.

What will happen to my free AI Resolution credits when I subscribe to a plan?

  • Every SparrowDesk account comes with a free AI Resolution credits.
  • Subscribing to a paid plan does not remove these free credits — you’ll continue to have them until they are used up.
  • Once you’ve used your free quota, the feature pauses unless you enable paid usage.
  • If you enable paid usage before your free quota runs out, you’ll only be charged after the free credits are used.

What will happen to my free AI Resolution credits if I cancel my plan?

  • Your free credits stay with your account for life.
  • You can continue to use them until they reach zero.
  • Keep in mind that cancelling your subscription stops renewal — any payments you already made are non-refundable.

What will happen to my free AI Resolution credits if I upgrade or downgrade my plan?

  • Your free credits are lifetime and tied to your account.
  • Plan changes don’t remove them
  • After plan-based credits are used, SparrowDesk will apply your lifetime free credits first, then bill for extra usage in your next invoice.

What will happen to my free Co-pilot credits if I upgrade or downgrade my plan

  • Co-Pilot seats work like normal seats when it comes to billing.However you will get free credits to use for all the teammates if you are on a trial.
  • Co-pilot turns off for that teammate once their free credits are used up. To keep using Co-pilot, you’ll need to purchase Co-pilot seats.
  • If you add or remove them mid-cycle, charges are prorated and appear on your next invoice.

When I subscribe while on a free trial, does my subscription start immediately or after the trial ends?

  • Your paid subscription starts after your trial ends, so you can enjoy the full trial period before billing begins.

What happens to my data if I cancel my subscription?

  • Cancelling your plan stops renewal, but your data is not deleted right away.
  • You’ll still be able to access your account until the end of your paid period.
  • After your subscription ends, your data remains available for export. If you need extended data retention, please contact our support team.

If I cancel my subscription, can I keep using SparrowDesk until the end date?

  • Yes. Cancelling only stops auto-renewal.
  • You’ll have full access to SparrowDesk until your current billing period ends.



How are invoices generated?

  • When you subscribe, you are charged immediately, and your billing date is set.
  • Your billing cycle will renew every month or every year from that date, depending on the plan you choose.

How does billing work when I add seats or Co-pilot seats?

  • Adding seats mid-cycle is charged pro-rata (only for the remaining period of that month or year).
  • You won’t receive a bill immediately. Instead: SparrowDesk aggregates all new seat charges within a month.You’ll get one consolidated invoice the following month.
  • If you’re on a yearly plan, you’ll still receive these monthly invoices to reflect additional seats.
  • If you change your plan (upgrade or downgrade), those charges are billed immediately.

What happens if I remove seats or Co-pilot seats?

  • The unused value is not refunded in cash.
  • Instead, SparrowDesk will issue a credit to your account.
  • This credit can only be applied to future invoices.
  • The same policy applies if you downgrade your plan.

Can I change my billing frequency later?

Yes. You can switch between monthly and yearly billing anytime b your Billing settings.

Powered By SparrowDesk