Peson FAQs
Most teams go live in under 3 months. We follow a simple three-step process — Scope, Build, Scale — starting with aligning on your use case and data, building and testing the agent, then rolling it out live with full support.
No heavy engineering lift required. Peson integrates lightly with both legacy and modern systems — email, WhatsApp, Teams, Slack, CRMs, and more — so our implementation team handles the technical work while your team focuses on defining policies and goals.
You get hands-on access to test a Peson agent on your real use case and channels — no credit card required. You'll see firsthand how it handles conversations, resolution rates, and how well it matches your brand voice before committing to a plan.
Peson supports 95+ languages across 16+ countries, purpose-built for APAC's complexity — natural, localized conversations tuned to local culture, compliance, and business norms across the region.
Peson is multi-modal by design — chat, voice, and images — and works seamlessly across every channel: email, WhatsApp, Teams, Slack, phone, and more, all connected to your existing systems for a unified experience.
Yes. Peson translates your SOPs and brand voice into reliable AI playbooks, so every response — even on sensitive topics like payments or refunds — stays compliant with your policies and sounds like you.
You define your ideal customer profile — industry, company size, location, job titles — and the platform builds a targeted prospect list from verified data sources, ready to use in minutes instead of hours of manual research.
Data is sourced from multiple verified providers and continuously refreshed, so you get accurate, up-to-date contact and company information rather than stale or duplicate leads.
Yes. You can filter by firmographics (industry, headcount, revenue), technographics, location, and intent signals, then segment lists into targeted campaigns for more relevant outreach.
All contacts go through verification checks before being added to your list, minimizing bounce rates and ensuring your outreach reaches real, active decision-makers.
Yes, you can upload your own CSV lists alongside platform-built ones, and enrich or clean them using the same verification and enrichment tools.
Limits depend on your plan's credits. Higher-tier plans include larger monthly prospecting allowances, and unused credits typically roll over depending on your subscription.
Data enrichment fills gaps in your existing contact and company records — adding missing details like job title, company size, industry, phone number, or social profiles — so your team works with complete, accurate data instead of partial records.
We pull from multiple verified third-party data providers, cross-checked and continuously refreshed, so enriched fields stay accurate and current rather than outdated.
Yes. You can connect your CRM or upload a CSV, and Peson automatically fills in missing fields across your existing records without disrupting your current workflow.
Common fields include job title, seniority, department, company size, industry, revenue, location, email, phone number, and social/LinkedIn profiles — depending on what's already available for each record.
Enriched data goes through verification checks before being added, reducing bad or outdated fields and keeping bounce rates low on outreach built from enriched lists.
Yes, enrichment runs on the same credit system as prospecting. Usage depends on how many records and fields you enrich, and unused credits typically roll over based on your plan.
AI enrichment goes beyond basic data fields — using AI to research and summarize context about a prospect or company, like recent news, buying signals, tech stack, or pain points, so your outreach feels informed and personal instead of generic.
Standard enrichment fills in structured fields like title or company size. AI enrichment adds qualitative insights — AI-generated summaries, talking points, and relevance signals — pulled and synthesized from public data in real time.
Things like recent funding or hiring activity, product launches, leadership changes, competitor moves, and technographic signals — whatever's most relevant to help you open a conversation naturally.
Yes. You can define the signals or triggers that matter most to your business — for example, "companies that recently raised funding" or "companies using a specific tool" — and the AI prioritizes those in its research.
Insights are drawn from verified, up-to-date public sources, though as with any AI-generated content, we recommend a quick human review before using it in high-stakes outreach.
Yes, it runs on the same credit system as prospecting and data enrichment, with usage scaling based on the number of records and depth of research requested.
Instead of sending the same generic template to every prospect, Peson generates individual messages tailored to each contact — using their role, company context, and enrichment data — so outreach reads like it was written specifically for them.
No. You set the tone, offer, and key talking points once, and Peson generates personalized variations at scale, pulling in each prospect's specific details automatically.
Email, LinkedIn, and WhatsApp are all supported, so you can run coordinated, personalized sequences across multiple touchpoints instead of a single channel.
Yes. You can review and edit AI-generated messages before sending, or set up approval workflows so nothing goes out without a quick human check.
Messages are generated using enriched, verified data for each contact — job title, company signals, recent activity — so personalization stays relevant even across large lists, not just surface-level mail-merge fields.
Yes, you can run multiple message variants or sequences in parallel and track which messaging, subject lines, or channels perform best, then optimize future campaigns based on results.
Peson connects with major CRMs like Salesforce, HubSpot, Zoho, and Pipedrive, along with other popular sales and support tools — so your existing workflow stays intact.
Sync runs both ways — enriched prospect data, outreach activity, and conversation history flow into your CRM automatically, while updates in your CRM keep Peson's records current, without manual re-entry.
No. Most integrations are set up through simple authentication and configuration steps, guided by our implementation team — no custom code required on your end.
No. Peson matches and updates existing records where possible, and applies de-duplication logic before creating new entries, keeping your CRM clean.
Yes. You can configure which fields, activities, and objects sync to your CRM, so only the data relevant to your workflow gets pushed through.
Peson queues data changes and syncs them automatically once the connection is restored, so no activity or enrichment data is lost during downtime.
Peson offers three plans — Starter (Free), Growth ($49/month), and Enterprise (custom pricing) — each scaled to different levels of usage, features, and support, so you can pick what fits your team's needs.
Credits are the usage unit behind features like prospecting, data enrichment, and AI enrichment. Each action consumes a set number of credits, and your plan includes a monthly credit allowance based on your tier.
This depends on your plan — check your specific plan details, as rollover policies can vary between Starter, Growth, and Enterprise tiers.
You can upgrade your plan or purchase additional credits to continue using prospecting, enrichment, and outreach features without interruption.
Yes, you can upgrade or downgrade your plan at any time as your needs change, with billing adjusted accordingly.
Starter and Growth plans are flexible with no long-term lock-in, while Enterprise plans typically involve a custom agreement — reach out to our sales team for specifics on terms.
Yes. You get access to Peson's Starter plan at no cost, with no credit card required to sign up and start testing.
The trial gives you enough time to test real use cases and see meaningful results — reach out to sales for exact trial length details for your account.
You get hands-on access to core features like prospecting, enrichment, and outreach on a limited scale, so you can evaluate how Peson performs on your actual workflow before upgrading.
No, you can sign up and start using the Starter plan directly — sales support is available if you want a guided walkthrough or have specific requirements.
You can choose to upgrade to a paid plan to continue with full features and higher usage limits, or your account simply stays on the free tier with its standard limits.
Yes, you can upgrade to Growth or Enterprise at any point if you need more credits, features, or support before the trial period ends.
Yes. The same AI agent platform powers both — prospecting and outreach for sales teams, and conversational resolution for customer support teams, sharing one brain across both functions.
Yes. Peson's agents can be configured for inbound support (answering tickets, resolving issues) as well as outbound sales motions (prospecting, personalized outreach) — either separately or as part of one unified customer experience.
The AI follows configured playbooks and confidence thresholds — when a query falls outside its scope, involves sensitive judgment calls, or the customer requests a human, it hands off seamlessly with full conversation context.
Yes. With shared memory and a unified portal, both teams work off the same customer history and context, avoiding repeated questions and disconnected experiences across touchpoints.
You get unified analytics across resolution rate, response time, customer satisfaction (CSAT), agent cost savings, and channel performance — all in one dashboard.
Yes, our team provides ongoing support post-launch, including performance monitoring, playbook updates, and optimization as your use cases evolve.
