Voyager AI
Business Model
& Strategy

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Section 01

Summary

Coevera introduces the Voyager AI Business Model — a structured framework that divides AI capabilities into two tiers, balancing universal access with sustainable economics.

All Tiers

Voyager 1 AI

Productivity Essentials

  • Included with every subscription
  • Lightweight AI features
  • No credit consumption
  • Drives adoption & satisfaction
All Tiers

Voyager 2 AI

Advanced AI Suite

  • Credit-based consumption model
  • Free monthly allowance included
  • Advanced agents & generation
16
AI Features Total
11
Free (Voyager 1)
5
Premium (Voyager 2)
Key Insight

Every customer benefits from AI-assisted productivity through Voyager 1, while organizations leveraging advanced AI through Voyager 2 contribute fairly to infrastructure costs — creating a sustainable, transparent revenue model aligned with industry best practices (HubSpot, Figma, Atlassian Rovo).

Section 02

Strategic Vision

The AI landscape in CRM is evolving rapidly. Coevera's strategy is built on three core principles.

01

Universal AI Access

Every customer gets meaningful AI features at no extra cost through Voyager 1. This drives adoption, improves satisfaction, and differentiates Coevera from competitors who gate all AI behind premium tiers.

02

Sustainable Economics

Advanced AI features carry real infrastructure costs. The credit system ensures these costs are covered.

03

Granular Control

Administrators control which AI features are active, who can use them, and set hard spending caps. Organizations adopt AI without fear of runaway costs.

Competitive Landscape

PlatformAI ModelCoevera Alignment
HubSpot BreezeCredit-based AI with free tier + purchased creditsSame two-tier structure with credits
Figma AIAI credit system with monthly allowancesSame monthly reset mechanism
Atlassian RovoPremium AI add-on with per-seat pricingSimilar admin control philosophy
Section 03

Two-Tier Model

A detailed comparison of Voyager 1 and Voyager 2 across all key dimensions.

AspectVoyager 1 AIVoyager 2 AI
CostFree — included with every subscriptionCredit-based; free allowance + overage billing
Credit ConsumptionNoneYes — per action, based on infrastructure cost
Target UsersAll users; everyday productivityPower users; complex AI tasks
Admin ControlSimple on/off toggleOn/off + per-role feature controls + spending caps
EnablementEnabled by defaultExplicit opt-in with cost warning dialog
Important for Customer Success

Voyager 2 must be explicitly enabled by an administrator in the Automation Hub. It is not activated by default. When customers inquire about advanced AI features, guide them through the enablement process and explain the credit system transparently.

Section 04

AI Feature Portfolio

All 16 AI features mapped to their tier. 11 free, 5 credit-based. Green = free, blue = credit-based.

Voyager 1 — Free Features

Email Assistant

AI-assisted email composition and text completion

Text Tools

AI text completion and media transcription

Speech to Text

Real-time voice transcription

Feed Tools

AI-powered activity feed assistance

Text Analysis

Analysis of emails, threads, and text

Text to Speech

Multi-language speech synthesis

Email Categorization

Automatic email tagging via AI

Document Processing

Document summaries and document Q&A

Media Transcription

Audio/video transcription

HTML to MJML

Automated email template conversion

AI Coach

Conversational sales coaching and CRM assistance

Voyager 2 — Credit-Based Features

AI Online Form Agent

AI-generated forms with fields, images, and headers

AI Reporting Agent

AI-powered report generation with suggestions

AI Process Agent

AI-driven process automation with generation

AI Record Assistant

Contextual AI assistant in record detail views

AI Screen Agent

Screen-level intelligence and generation

Admin Visibility

In the administration interface, credit-consuming features (Voyager 2) are marked with a coin icon, making it immediately clear which features incur costs.

Section 05

Credit System & Pricing

The credit system is the economic engine of the Voyager AI Business Model. It translates real infrastructure costs into a simple, transparent unit.

Voyager 1 Rule

For all Voyager 1 features: Price = $0, Credits = 0 — always free, regardless of usage volume.

Free Monthly Allowance

Resets monthly from subscription start date. Displayed as "Free AI credits remaining: [X] | Credit reset: [date]" in the Customer Portal -> AI Management section.

Overage Limit

When reached, all Voyager 2 functionality stops. All subscription admins receive an email notification. Acts as a hard safety net against unexpected costs.

Section 06

Subscription Management

The subscription dialog has been reorganized, and every subscription gains a dedicated AI Credits tab with dashboards and logs.

AI Credits Overview Dashboard

Free Credits Banner

Real-time remaining credits and next reset date

Credits Used Scorecard

Total with proportional bar (Free / Billable / Invoiced / Paid)

Usage Trend Chart

Credit consumption over time, stacked by user

Usage per Agent

Which AI features consume the most credits

Usage per User

Heaviest AI consumers by email

Filters

Date range, Space, Agent (multi-select), User

Figure 1: AI Management Overview — Credits Used scorecard, Usage Trend, Usage per Agent, and Usage per User charts

Figure 1: AI Management Overview — Credits Used scorecard, Usage Trend, Usage per Agent, and Usage per User charts

Section 07

Administration & Access Control

Multi-layered control from organization-level Automation Hub to per-role feature toggles.

Automation Hub

ItemCategoryBehavior
Voyager 1 AIProductivitySimple on/off toggle; no cost warning
Voyager 2 AIProductivityOn/off toggle; cost warning dialog on enable

User Role Permissions (when Voyager 2 is enabled)

Main Switch

Turn all AI features on/off for the entire role at once

Individual Feature Toggles

Each AI feature can be individually enabled or disabled per role

Credit Indicator

Features that consume credits are marked with a coin icon

Dependency Logic

Features disabled in Automation Hub cannot be toggled on in roles

Example

An organization could enable AI Record Assistant for Sales Managers and Account Executives, while keeping AI Form Generation disabled for standard users — providing precise control over both functionality and spend.

Section 08

Billing Lifecycle

AI credits follow a four-stage lifecycle from consumption to payment, with full transparency at every stage.

Stage 1
Free
→
Stage 2
Billable
→
Stage 3
Invoiced
→
Stage 4
Paid
StageDescriptionAction Required
FreeConsumed from the free monthly allowanceNone — covered by subscription
BillableOverage credits consumed, eligible for invoicingCreate order to invoice
InvoicedIncluded in an issued invoice, awaiting paymentAwaiting customer payment
PaidInvoice settled, payment receivedComplete — revenue recognized
Billing Process

1. Overage credits accumulate as "Billable" → 2. "AI Credits" product added to order (quantity auto-fills) → 3. Transactions move to "Invoiced" → 4. Payment received, marked "Paid".

Invariant: Free + Billable + Invoiced + Paid = Total Credits Used (always).

Section 11

Glossary

Voyager 1 AI
Free tier of AI features included with all subscriptions
Voyager 2 AI
Premium tier operating on a credit-based consumption model
AI Credit
Unit of consumption
Free Monthly AI Credits
Configurable allowance that resets on subscription anniversary
Overage Credits
Credits consumed beyond the free allowance; billable
Overage AI Credits Limit
Maximum overage before AI stops
Automation Hub
Admin interface to enable/disable AI features org-wide
AI Agent
An AI-powered feature (e.g., AI Record Assistant)
AI Event
A single AI invocation, logged with cost and status
Credit Reset
Monthly recurrence when free credits replenish