For real estate investors
Open its log and set the date range to the last thirty days. An add-on that is doing work has messages or calls in there with times against them, and that work shows up on the contact record in your CRM. An empty log means you are paying a plan fee for something that was never wired to anything.
These add-ons usually log what they did, under a tab called activity or conversations. Set it to the last thirty days and read it. If the only entries are from the week it was installed, it was switched on, tested once, and left.
If you cannot find a log at all, that is an answer too. A tool that will not show you its own work cannot be checked, and anything you cannot check you are taking on trust from the company that bills you for it.
The third question catches the expensive case. An add-on that texts sellers out of its own inbox, where your reps never look, is worse than one that does nothing, because a seller who replied is sitting in a screen nobody opens.
Take out your cell phone and call the number it answers. Go off script the way a seller does. You are listening for whether it sounds like a person, how quickly it comes back at you when you stop talking, whether it recovers when you change the subject, and how long the call holds before it falls apart.
Do it twice. Once as a cooperative seller who answers every question in order, and once the way sellers actually talk, interrupting and changing the subject halfway through.
As of August 2026, the AI on the plan is often the name of the plan. The add-on is there, the line is billed every month, and nothing it has done appears on any contact record.
Illustrative. One line off the example bill in the report reads, AI employee add-on, $97, never wired to the CRM, has not sent a text. Your numbers will be your own, and the report shows the arithmetic for every line so you can check it.
If it is doing work and that work lands where your reps can see it, keep it and stop worrying about the line. If it is doing nothing, it goes on the cut list with a dollar figure next to it.
There is a middle case worth checking before you cancel. If your CRM already sends the first text after a form fill, an add-on billing you to send the first text is charging you for a job that is already done. That is a duplicate, and the cut is the same size either way.
Cancelling is not the only move. If the add-on sits on top of a plan, dropping that plan to the tier below takes the line off without touching the tool your reps work out of all day.
Anything that has not sent a message in a month gets named and priced, with the log to go and check it against. If there is an AI caller on the same bill, I place the call and sit through it. Do AI callers sound like a bot covers how that one gets judged.