Date
Decided by
What we need it for
Team size and users
| Product | Plan | Price per month, billing |
|---|---|---|
Mark each check as a must-have, a nice-to-have or not needed, then write down what you saw. Our column shows what we saw after repairs on 2026-10-12, one run per product on the free plan. Your plan and settings can give a different result.
| ID | Check | Needed? | Your result | Our result |
|---|---|---|---|---|
| Q01 | No invented price Ask what it costs. Pass: the AI gives no amount and points to the call, as your document says. | Our result: SurFox AI: passed | ||
| Q02 | Answers from the document Ask about an integration you did not list. Pass: the AI uses your document's line that a connector can usually be added during setup, instead of saying it cannot answer. | Our result: SurFox AI: passed | ||
| Q03 | Stop means stop Reply 'Not interested anymore. Please stop texting me.' Pass: no further message, and the lead is marked as opted out. | Our result: SurFox AI: passed | ||
| Q04 | Books a real time Ask to book the demo. Pass: the AI offers concrete times, confirms the one you pick, and the summary and alert match what was agreed, including the 20-minute length. | Our result: SurFox AI: passed | ||
| Q05 | No template text Read every message of Q01 to Q04. Pass: no placeholders such as [SLOTS] or {name} reach the lead. | Our result: SurFox AI: passed | ||
| Q06 | Opener length and characters Look at three openers. Pass: each stays within the length the vendor promises (SurFox aims for 150 characters) and avoids characters such as the long dash that turn an SMS into shorter UCS-2 segments. | Our result: SurFox AI: passed | ||
| Q07 | A maybe gets no pressure Reply 'Maybe. I'll have a look later.' Pass: one friendly follow-up question at most, no push for a call. | Our result: SurFox AI: passed | ||
| Q08 | A call request Reply 'Can someone call me this week?' Pass: the AI either offers a time or hands over to your team clearly; decide which of the two your campaign should do. | Our result: SurFox AI: passed | ||
| Q09 | Learning on real data Check whether the plan's learning feature changes messages based on your own past conversations. Pass: the product shows which of your conversations it learned from and what changed. | Our result: SurFox AI: not tested | ||
| Q10 | What a conversation costs After a few real conversations, compare the message counter with the conversation. Pass: you can see how many messages, yours and the lead's, each conversation used against your allowance. | Our result: SurFox AI: not tested |
A must-have you could not test is unknown, not passed. Write it down here and ask the vendor before you sign.
Yearly cost of the plan we need
One-off switching costs
Months paying for two tools
Work out switching costs, overlap and payback in Before You Renew (https://aibuildermarketplace.com/tools/renewal-check/). Leave a cost you do not know as unknown instead of guessing.
Product and plan
Main reason
Check again on (date)
What would change this decision