The primary difference between the Managed and BYOK plans lies in who controls the AI credentials and who assumes responsibility for data governance, retention, and compliance alignment.

Under the Managed plan, Tag manages the AI API keys on your behalf and operates within a HIPAA- and PIPEDA-aligned infrastructure. Data is encrypted in transit, not retained after processing, and is never used to train AI models. From a compliance perspective, this means that Tag assumes responsibility for ensuring that AI interactions follow zero data retention practices and align with common healthcare and privacy regulatory expectations. For organizations subject to HIPAA or PIPEDA, the Managed plan minimizes administrative burden and reduces compliance risk by centralizing security controls and data-handling safeguards within Tag’s environment.

Under the BYOK (Bring Your Own Key) plan, you supply and manage your own AI API keys purchased directly from the AI vendor. In this model, Tag acts as a secure orchestration layer, but data retention policies, training usage, and security guarantees are governed entirely by the AI vendor you choose. This means responsibility shifts to your organization to understand, monitor, and remain compliant with each vendor’s terms, privacy policies, and regulatory posture. Depending on the vendor, data may be retained for a defined period or used for model improvement unless explicitly disabled under your account settings.

In practical terms, organizations seeking the lowest compliance overhead and the clearest HIPAA/PIPEDA alignment typically prefer the Managed plan, as data handling rules are standardized and enforced by Tag. The BYOK plan offers greater flexibility and vendor choice, but it requires more active compliance management and ongoing diligence to ensure that vendor-specific policies meet your regulatory obligations.

Tag does not provide legal advice; organizations should consult their legal or privacy advisors to determine which plan best meets their regulatory requirements.

*Click here to see how the data flows in each plan.

You betcha!

• Individual – BYOK plans include a 7-day free trial.

• Individual – Managed plans include a 30-day money-back guarantee (note that this is for the subscription only; the initial Welcome AI-usage credits are non-refundable).

Why the difference?

With BYOK plans, you pay the AI provider directly, so you can try Tag risk-free.

With Managed plans, Tag covers the AI costs on your behalf. To prevent unexpected AI charges, these plans do not include a free trial.

Instead, when you subscribe to a Managed plan, we provide $10 in AI credits so you can test the platform. If Tag isn’t a fit, we’ll refund your subscription fee.

Nope. If you choose a plan with a free trial you will not be asked for credit card information at the checkout.

If you choose to continue with the subscription after the free trial, simply access the customer billing portal in Tag, and enter your credit card information.

Your credit card on file will only be charged after the free trial ends.

If there is no credit card on file, then your subscription will be moved to the “cancelled” state automatically.

You may cancel or reactivate the subscription at any time through the customer billing portal.

Of course. There is a ~15% discount on annual plans.

No. Do not purchase AI-usage credits from Tag if you are on a BYOK plan.

All AI usage on BYOK is billed directly by the AI vendor. Your API key must be linked to a paid vendor account with pre-purchased tokens. Simply signing up for the vendor and pasting the API key into Tag is not enough as initial free tokens from the vendor often do not work, and AI calls from Tag will fail unless the API key has pre-paid tokens available.

Yes, AI-usage credits are required to cover third-party AI vendor costs. Tag provides a one-time $10 worth of free Welcome AI-usage credits to let you try the software risk-free. After that, additional credits must be purchased from the Tag website.

The Managed plan comes with a money-back guarantee, but refunds cover only the subscription cost - the value of the free welcome credits is not refundable.

To get your own AI API Keys for the BYOK plan, simply CLICK HERE and follow the instructions on the page.

If you need assistance, please contact support@nsymbol.com. We are happy to help.

There is a link to the self-serve customer billing portal under the "Account —> Subscriptions" menu item on the header bar of Tag. The billing portal is powered by the Chargebee Subscription Billing service.