Casey the Help Agent

Web · Android · iPhone· paid plans from $2/mo

Freedom report

Two barsScore 5.0

  • Free tierNo free tier
  • Runs widely3 of 6 device platforms
  • DocumentedPlans, terms and facts published

Casey the Help Agent is a customer self-service agent available through web, Android, and iOS. It supports voice, websites, portals, SMS, and WhatsApp, with workflow actions, human handoff, multilingual support, and voice support. The Help Agent Resolutions plan uses pay-per-resolution billing at $2.00 USD per month; when there is no resolution, there is no charge. That plan includes setup across channels, Unified Search and Chat for help sites and portals, a conversational agent grounded in structured and unstructured data, and unmetered Agentforce actions and Data 360. Salesforce also lists Core at $195.00 USD per month billed annually, Advanced at $395.00 USD per month billed annually, and Max at $550.00 USD per month billed annually. Core includes case management, a self-service Help Center, and Slack Business+ with Slackbot. Advanced adds Casey, a Premier Success Plan, a full sandbox, and Backup & Recover / Data Detect. Max includes 2.75M Flex Credits per organization yearly and 1 GB storage per user. A 30-day trial is available.

Who it is for

It suits organizations wanting self-service support across messaging, web, portal, and voice channels. The listed plans also target teams needing case management, Slack features, or larger annual entitlements.

What is good

  • Supports voice, web, portals, SMS, and WhatsApp
  • Offers workflow actions and human handoff
  • Multilingual and voice support
  • Pay-per-resolution option charges nothing without resolution
  • Available on Android, iOS, and web

What to know first

  • No free plan
  • Core, Advanced, and Max are billed annually
  • Higher plans have substantially higher listed prices

Verdict

Casey provides channel-spanning self-service with escalation to people and workflow actions. Its pay-per-resolution option differs from the annual Core, Advanced, and Max plans, so plan choice depends on the support setup and billing model required.

Casey the Help Agent plans and pricing

All plans
Help Agent Resolutions $2/mo Pay-per-resolution; no resolution, no charge Out-of-the-box setup to deploy across channels · Unified Search and Chat on help sites and portals · Personalized conversational agent grounded in structured and unstructured data · Unmetered Agentforce actions and Data 360 queries per resolution salesforce.com · 25 Sept 2026
Core $195/mo Billed annually Case management · Self-Service Help Center · Slack Business+ with Slackbot salesforce.com · 25 Sept 2026
Advanced $395/mo Billed annually Includes Core · Casey, the Help Agent · Premier Success Plan, full sandbox, Backup & Recover / Data Detect salesforce.com · 25 Sept 2026
Max $550/mo Billed annually 2.75M Flex Credits per org per year · 1 GB data storage per user salesforce.com · 25 Sept 2026

Compared on AI customer service agents

Free plan
No
Supported channels
voice, Web, portals, SMS, WhatsApp
Workflow actions
Yes
Human handoff
Yes
Voice support
Yes
Multilingual support
Yes

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