Frequently asked questions
How is an AI agent priced?
Each agent has a one-time setup fee and a monthly agent fee. We quote both in writing after a free 30-minute assessment, once we know how many workflows the agent will run, which systems it connects to and how much it should do on its own.
Do I need to move to the TaggIQ platform to use an agent?
No. An agent works with the tools you already use, such as your email, accounting and supplier catalogues. When you want the whole workflow in one place, the TaggIQ platform is the next step: your agents work there too, and we help import your data.
What's included in the 30-day free trial?
Full access to all features across every plan for 30 days. CRM, presentations, online stores, size collection, advanced reporting, and more. No credit card required. No feature gating. Explore everything risk-free.
Can I migrate my existing data into TaggIQ?
Yes. We help you import customers, products, and open orders so the move has a clear path. Migration timing depends on data quality and current-system export options.
Does TaggIQ work with my existing Xero or QuickBooks setup?
Absolutely. TaggIQ syncs invoices, payments, credit notes, customers, and vendors directly to your Xero or QuickBooks account. No double-entry, no manual exports. Your books stay up to date automatically.
How does Stripe online payments work?
Connect your Stripe account, and your customers can pay invoices online with credit cards or bank transfers. Payments are recorded automatically, sync to your accounting software, and you get paid faster.
Can I change plans later?
Yes, upgrade or downgrade anytime. Changes take effect on your next billing cycle. No penalties, no lock-in.
What happens when the trial ends?
You pick a plan to continue. No surprise charges. If you need more time, your data stays safe for 30 days while you decide.
Is TaggIQ built specifically for the print and promotional products industry?
Yes. From size collections and decoration methods to vendor catalog imports and artwork proofing, every feature is designed for how print and promo distributors actually work. Not adapted from generic software.
Which payment methods do you accept?
We accept all major credit cards (Visa, Mastercard, Amex) via Stripe. Annual plans can also be paid by bank transfer or direct debit on request.