AI Agent Development
Types: Lead Intake Agent, CRM Update Agent, Quoting Agent, Booking Agent, Support Triage Agent, Ops Assistant Agent, Document Intake Agent.
Starter
$7,500 setup
$750/mo
Setup includes
- Kickoff + requirements (goals, tools, success metrics)
- Build 1 AI agent workflow (single department use-case)
- Intent capture + question flow + actions + handoff rules
- Connect Salesforce OR HubSpot (basic lead/contact logging)
- Connect 1 calendar (basic scheduling rules if needed)
- Basic knowledge + approved responses (starter set)
- Test up to 20 runs + fix launch blockers
- Go-live deployment + handoff
Monthly includes
- 24/7 monitoring + failure alerts (agent + automations)
- Bug fixes + system maintenance (within existing build)
- 1 hour/month updates + improvements
- Light prompt tuning (accuracy + fewer failures)
- CRM/calendar connection health checks
- Monthly health report (issues found + fixes applied)
Growth Most Popular
$15,000 setup
$1,500/mo
Setup includes
- Everything in Starter, plus:
- Build 2–3 workflows (multi-intent agent)
- Advanced routing (department, urgency, lead type)
- CRM pipeline stage updates + task creation rules
- Enhanced knowledge setup (FAQs + SOPs starter pack)
- Basic follow-up automation triggers (email/SMS)
- Test up to 50 runs + launch readiness checklist
Monthly includes
- Everything in Starter
- 3 hours/month improvements + support
- Monthly optimization sprint (conversion + flow tuning)
- Workflow enhancements (within current scope)
- CRM mapping improvements (fields/pipelines/tasks)
- Monthly performance snapshot report
Pro
$30,000 setup
$3,000/mo
Setup includes
- Everything in Growth, plus:
- Build 4–6 workflows across teams (Sales + Support + Ops)
- Advanced escalation + fallback handling
- Deeper CRM automation (custom fields + structured logging)
- KPI dashboard setup (outcomes + failures + handoffs)
- Baseline A/B scripts ready (Version A + B)
- Test up to 100 runs + production rollout plan
Monthly includes
- Everything in Growth
- 6 hours/month improvements + upgrades
- Weekly proactive tuning + QA testing
- A/B testing prompts/scripts (where applicable)
- Advanced fallback + escalation improvements
- Priority support + fastest turnaround
- Weekly KPI summary + full monthly improvement report
AI Voice Agents
Types: Inbound Receptionist, Appointment Scheduler, Lead Qualifier, After-Hours Answering, Support Triage, Payment/Billing Routing.
Starter
$9,500 setup
$950/mo
Setup includes
- Discovery + call goals kickoff (30–60 minutes)
- Build 1 core voice agent call flow (single department)
- Greeting + intent detection + basic routing logic
- Business info + FAQs loaded (basic approved answers)
- Lead capture + basic qualification (up to ~5 questions)
- Connect 1 calendar (basic booking rules + buffers)
- Connect Salesforce OR HubSpot (basic lead/contact logging)
- Call summary + notes saved in CRM (basic format)
- Test up to 20 internal calls + fix launch blockers
- Go-live deployment + launch validation
Monthly includes
- Call flow uptime monitoring + failure alerts
- Voice agent bug fixes + stability maintenance
- 1 hour/month voice script tweaks (within current flow)
- Basic call routing rules check (hours, escalation)
- CRM logging validation (call outcomes + notes)
- Monthly health report (issues found + fixes applied)
Growth Most Popular
$18,000 setup
$1,800/mo
Setup includes
- Everything in Starter, plus:
- Build 2–3 call flows (Sales + Booking + Support)
- Deeper qualification paths (up to ~10 questions)
- Connect 2 calendars or multiple appointment types
- Advanced scheduling rules (reschedules/cancellations)
- Connect Salesforce + HubSpot (or deeper build in one CRM)
- Pipeline stage updates + task creation rules
- Missed call follow-up automation (basic SMS/email)
- Appointment confirmation automation after booking
- Test up to 50 internal calls + launch readiness checklist
Monthly includes
- Everything in Starter
- 3 hours/month improvements + support
- Monthly script optimization sprint (reduce drop-offs)
- Intent recognition tuning (better routing accuracy)
- Booking + lead capture improvements (within current workflows)
- Call summary + disposition reliability improvements
- Monthly performance snapshot (answered calls, bookings)
Pro
$35,000 setup
$3,500/mo
Setup includes
- Everything in Growth, plus:
- Build 4–6 call flows + department-level routing
- Multi-staff scheduling (round robin / priority booking)
- Multiple calendars + multiple appointment types
- Edge-case handling (holidays, after-hours, fully booked)
- Advanced Salesforce/HubSpot mapping (custom fields + deeper logging)
- Call analytics + KPI dashboard setup
- Test up to 100 internal calls + production rollout plan
Monthly includes
- Everything in Growth
- 6 hours/month improvements + upgrades
- Weekly call quality tuning + proactive fixes
- A/B testing scripts (greetings, objections, booking prompts)
- Advanced fallback + escalation logic improvements
- Priority support + fastest turnaround
- Weekly KPI summary + monthly improvement report
AI Booking Agents
Types: Appointment Scheduler, Reschedule/Cancellation Agent, No-Show Reduction Agent, Multi-Staff Scheduling Agent, Intake-to-Booking Agent.
Starter
$6,500 setup
$650/mo
Setup includes
- Kickoff + define appointment types (1–2 types)
- Connect 1 calendar (Google/Outlook/Calendly or equivalent)
- Build booking flow (book / reschedule / cancel basic)
- Availability rules (hours, buffers, basic blackout dates)
- Confirmation + reminder templates (email/SMS copy)
- Connect Salesforce OR HubSpot (log bookings + notes)
- Basic handoff rules (if agent can’t book → notify team)
- Test up to 20 booking scenarios + fix launch blockers
- Go-live deployment + launch validation
Monthly includes
- Calendar sync monitoring + booking failure alerts
- Bug fixes + booking workflow maintenance
- 1 hour/month scheduling rule updates (within current flow)
- Template tuning (confirmations/reminders)
- CRM logging validation (booking outcome tracking)
- Monthly health report (issues + fixes applied)
Growth Most Popular
$12,000 setup
$1,200/mo
Setup includes
- Everything in Starter, plus:
- Connect 2 calendars OR multiple appointment types
- Advanced rules (reschedules/cancellations policies)
- Multi-step intake before booking (forms/questions)
- Follow-up automation for unbooked leads (basic SMS/email)
- CRM tasks + pipeline updates on booking events
- Test up to 50 scenarios + launch readiness checklist
Monthly includes
- Everything in Starter
- 3 hours/month improvements + support
- Monthly booking optimization sprint (reduce friction)
- Scheduling logic tuning (buffers, types, edge cases)
- Reminder timing optimization (reduce no-shows)
- Monthly performance snapshot (booked, rescheduled, failed)
Pro
$22,000 setup
$2,200/mo
Setup includes
- Everything in Growth, plus:
- Multi-staff scheduling (round robin / priority booking)
- Multiple calendars + multiple appointment types at scale
- Edge-case handling (holidays, fully booked, after-hours)
- Advanced CRM mapping (custom fields + deeper logging)
- Booking KPI dashboard setup (conversion + failures)
- Test up to 100 scenarios + production rollout plan
Monthly includes
- Everything in Growth
- 6 hours/month improvements + upgrades
- Weekly proactive monitoring + QA checks
- A/B testing booking scripts + reminder templates/timing
- Advanced fallback + escalation improvements
- Priority support + weekly KPI summary
AI Chatbots
Types: Website Chatbot, Lead Capture Bot, Quote/Estimator Bot, FAQ + Support Bot, Product/Service Recommender, Client Portal Assistant.
Starter
$5,000 setup
$500/mo
Setup includes
- Kickoff + define chatbot goals + conversion actions
- Build 1 chatbot experience (single website/property)
- Core intents: FAQs, services, lead capture, handoff
- Lead capture form + routing rules (basic)
- Connect Salesforce OR HubSpot (basic lead logging)
- Basic knowledge setup (approved FAQ answers)
- Install + widget configuration (one site)
- Test up to 20 conversations + fix launch blockers
- Go-live deployment + launch validation
Monthly includes
- Uptime monitoring + failure alerts
- Bug fixes + stability maintenance
- 1 hour/month chatbot prompt/flow tweaks
- Lead routing rules check + validation
- CRM logging validation (lead + conversation outcome)
- Monthly health report (issues + fixes applied)
Growth Most Popular
$9,500 setup
$950/mo
Setup includes
- Everything in Starter, plus:
- Build 2–3 chatbot flows (lead capture + support + quote)
- Deeper qualification paths (up to ~10 questions)
- Connect calendar for booking handoff (optional)
- Advanced routing (department, urgency, lead type)
- CRM tasks + pipeline stage updates on key events
- Test up to 50 conversations + launch readiness checklist
Monthly includes
- Everything in Starter
- 3 hours/month improvements + support
- Monthly conversion optimization sprint
- Intent + response tuning (accuracy + fewer drop-offs)
- Knowledge updates (add/refresh FAQs and answers)
- Monthly performance snapshot (leads, bookings, deflections)
Pro
$18,000 setup
$1,800/mo
Setup includes
- Everything in Growth, plus:
- Build 4–6 flows across teams (Sales + Support + Ops)
- Advanced fallback + escalation handling
- Deeper CRM mapping (custom fields + structured notes)
- Analytics + KPI dashboard setup
- A/B test-ready prompt variants (Version A + B)
- Test up to 100 conversations + rollout plan
Monthly includes
- Everything in Growth
- 6 hours/month improvements + upgrades
- Weekly proactive tuning + QA checks
- A/B testing prompts (openers, CTAs, qualification)
- Advanced routing + escalation improvements
- Priority support + weekly KPI summary
AI Lead Qualification
Types: Website Lead Qualifier, Phone Lead Qualifier, Speed-to-Lead Auto Responder, Pre-Quote Qualifier, Sales Routing + Scoring Agent, High-Intent Escalation Agent.
Starter
$4,500 setup
$450/mo
Setup includes
- Kickoff + define qualification criteria + lead stages
- Build 1 qualification flow (single funnel)
- Up to ~5 qualification questions + branching basics
- Lead scoring rules (basic thresholds)
- Routing rules (sales rep / department / urgency)
- Connect Salesforce OR HubSpot (lead + notes logging)
- Test up to 20 lead runs + fix launch blockers
- Go-live deployment + validation
Monthly includes
- Qualification flow monitoring + failure alerts
- Bug fixes + stability maintenance
- 1 hour/month script + scoring tweaks
- Routing rules check (hours, reps, escalation)
- CRM logging validation (score, stage, outcome)
- Monthly health report (issues + fixes applied)
Growth Most Popular
$8,500 setup
$850/mo
Setup includes
- Everything in Starter, plus:
- Build 2–3 qualification paths (by service/offer)
- Up to ~10 questions with deeper branching
- Enhanced scoring model (multiple signals)
- CRM automation: tasks + pipeline stage updates
- Basic follow-up automation for incomplete leads
- Test up to 50 lead runs + readiness checklist
Monthly includes
- Everything in Starter
- 3 hours/month improvements + support
- Monthly scoring + routing optimization sprint
- Drop-off reduction tuning (shorten friction points)
- CRM mapping improvements (fields + stages + tasks)
- Monthly performance snapshot (qualified %, speed-to-lead)
Pro
$16,000 setup
$1,600/mo
Setup includes
- Everything in Growth, plus:
- Build 4–6 qualification flows across teams/offers
- Advanced segmentation (lead source, region, deal size)
- Escalation rules for high-intent leads (instant handoff)
- Advanced CRM mapping (custom fields + structured notes)
- Analytics + KPI dashboard setup
- Test up to 100 runs + production rollout plan
Monthly includes
- Everything in Growth
- 6 hours/month improvements + upgrades
- Weekly proactive tuning + QA checks
- A/B testing scripts (questions, openers, CTAs)
- Advanced fallback + escalation improvements
- Priority support + weekly KPI summary
AI Outreach & Follow-Up
Types: Speed-to-Lead Follow-Up, Quote Follow-Up, No-Response Nurture Sequences, Re-Engagement Campaigns, Appointment Confirmations, Post-Service Check-Ins.
Starter
$5,500 setup
$550/mo
Setup includes
- Kickoff + define outreach goals (book call, get reply, close deal)
- Build 1 follow-up sequence (email OR SMS)
- Message templates (3–5 touches) + basic personalization tokens
- Trigger rules (new lead, missed call, form submit, quote sent)
- Basic opt-out and stop rules
- Connect Salesforce OR HubSpot (log activity + outcomes)
- Test up to 20 runs + fix launch blockers
- Go-live deployment + validation
Monthly includes
- Delivery monitoring + failure alerts
- Bug fixes + stability maintenance
- 1 hour/month message + timing tweaks
- Trigger rules check (fires correctly, no duplicates)
- CRM activity logging validation
- Monthly health report (issues + fixes applied)
Growth Most Popular
$10,000 setup
$1,000/mo
Setup includes
- Everything in Starter, plus:
- Build 2–3 sequences (email + SMS or multiple funnels)
- Branching logic (reply/no reply, booked/not booked)
- Segmentation (lead source, service line, urgency)
- CRM tasks + pipeline stage updates on key events
- Basic re-engagement campaign for stale leads
- Test up to 50 runs + launch readiness checklist
Monthly includes
- Everything in Starter
- 3 hours/month improvements + support
- Monthly sequence optimization sprint (increase replies/bookings)
- Timing + cadence optimization (reduce fatigue)
- Message variant tuning (subject lines, CTAs, offers)
- Monthly performance snapshot (deliveries, replies, bookings)
Pro
$20,000 setup
$2,000/mo
Setup includes
- Everything in Growth, plus:
- Build 4–6 sequences across offers and lifecycle stages
- Advanced branching + escalation rules (hot leads → instant handoff)
- Advanced CRM mapping (custom fields + structured notes)
- KPI dashboard setup (reply rate, booking rate, speed-to-lead)
- A/B test-ready message variants (Version A + B)
- Test up to 100 runs + production rollout plan
Monthly includes
- Everything in Growth
- 6 hours/month improvements + upgrades
- Weekly proactive tuning + QA checks
- A/B testing sequences (hooks, CTAs, cadence)
- Advanced fallback + escalation improvements
- Priority support + weekly KPI summary
AI Customer Support Agents
Types: FAQ Deflection Agent, Ticket Triage Agent, Order/Status Update Agent, Returns/Reschedule Agent, Escalation Agent, After-Hours Support Agent.
Starter
$7,500 setup
$750/mo
Setup includes
- Kickoff + define support scope (what agent can/can’t handle)
- Build 1 support agent flow (single queue or channel)
- Core intents (FAQs, status, simple troubleshooting, handoff)
- Knowledge setup (approved answers + policies starter set)
- Escalation rules (handoff to human + notify team)
- Connect Salesforce OR HubSpot (case/contact logging)
- Basic tagging + disposition outcomes
- Test up to 20 scenarios + fix launch blockers
- Go-live deployment + validation
Monthly includes
- Support flow monitoring + failure alerts
- Bug fixes + stability maintenance
- 1 hour/month response/script tweaks (within current flow)
- Escalation rule checks (hours, triggers, urgency)
- CRM logging validation (case notes + outcomes)
- Monthly health report (issues + fixes applied)
Growth Most Popular
$14,000 setup
$1,400/mo
Setup includes
- Everything in Starter, plus:
- Build 2–3 support flows (triage + FAQs + status updates)
- Deeper intent routing (department, priority, customer type)
- Knowledge expansion (FAQs + SOPs + policy set)
- Suggested reply templates + structured summaries
- CRM tasks + pipeline/case stage automation
- Test up to 50 scenarios + launch readiness checklist
Monthly includes
- Everything in Starter
- 3 hours/month improvements + support
- Monthly deflection + accuracy optimization sprint
- Routing and escalation tuning (reduce misroutes)
- Knowledge updates (add/refresh top questions)
- Monthly performance snapshot (deflection, escalations, resolution)
Pro
$28,000 setup
$2,800/mo
Setup includes
- Everything in Growth, plus:
- Build 4–6 support flows across teams and channels
- Advanced escalation + fallback handling
- Deeper CRM mapping (custom fields + structured case notes)
- KPI dashboard setup (deflection, CSAT signals, resolution time)
- A/B test-ready response variants (Version A + B)
- Test up to 100 scenarios + production rollout plan
Monthly includes
- Everything in Growth
- 6 hours/month improvements + upgrades
- Weekly proactive tuning + QA checks
- A/B testing responses (openers, troubleshooting, escalations)
- Advanced routing + escalation improvements
- Priority support + weekly KPI summary
AI Knowledge Base
Types: Internal SOP Knowledge Base, Customer FAQ Knowledge Base, Sales Enablement KB, Support Troubleshooting KB, Policy/Compliance KB, Multi-Department KB.
Starter
$4,000 setup
$400/mo
Setup includes
- Kickoff + define knowledge base purpose + audience
- Collect and organize content (up to ~25 pages/FAQs)
- Structure categories (services, policies, how-to, troubleshooting)
- Clean formatting + remove duplicates + standardize answers
- Basic knowledge ingestion (docs/pages/FAQs)
- Connect to 1 agent (chatbot/voice/support) for retrieval
- Test up to 20 queries + fix obvious gaps
- Go-live validation
Monthly includes
- Knowledge base uptime monitoring + alerts
- Bug fixes + retrieval stability maintenance
- 1 hour/month content updates (add/edit pages)
- Answer accuracy tuning (reduce wrong/old responses)
- Monthly health report (top misses + improvements)
- Light cleanup (duplicates, outdated info)
Growth Most Popular
$8,500 setup
$850/mo
Setup includes
- Everything in Starter, plus:
- Expand knowledge ingestion (up to ~75 pages/FAQs)
- Department-specific sections (Sales + Support + Ops)
- Standardized “approved answer” formatting + tone
- Connect to 2 agents/workflows (chat + voice or support)
- Improved search + synonyms + intent mapping
- Test up to 50 queries + launch readiness checklist
Monthly includes
- Everything in Starter
- 3 hours/month improvements + support
- Monthly accuracy optimization sprint
- Content expansion + restructuring (as you grow)
- Top questions + missing answers report
- Monthly performance snapshot (hits, misses, deflections)
Pro
$16,000 setup
$1,600/mo
Setup includes
- Everything in Growth, plus:
- Scale knowledge ingestion (up to ~200 pages/FAQs)
- Advanced structure (policies, SOPs, troubleshooting, sales)
- Versioning + update workflow (prevent outdated answers)
- Connect to 3+ agents/workflows across departments
- Analytics + KPI dashboard (top misses, drift, improvements)
- Test up to 100 queries + rollout plan
Monthly includes
- Everything in Growth
- 6 hours/month improvements + upgrades
- Weekly proactive tuning + QA checks
- A/B testing answer formatting + retrieval prompts
- Advanced cleanup + de-duplication + governance
- Priority support + weekly KPI summary
AI Ops Assistants
Types: Project Coordinator Assistant, Task Creation + Assignment Agent, SOP/Checklist Runner, Status Update Agent, File/Folder Organization Agent, Inventory/Order Ops Assistant.
Starter
$7,000 setup
$700/mo
Setup includes
- Kickoff + map 1 ops workflow (one department/process)
- Build 1 ops assistant automation (trigger → tasks → updates)
- Connect 1–2 tools (e.g., HubSpot/Salesforce + Slack/Email)
- Task creation rules + owner assignment (basic)
- Status update templates (internal + customer-facing optional)
- Basic SOP/checklist logic (step-by-step actions)
- Test up to 20 runs + fix launch blockers
- Go-live deployment + validation
Monthly includes
- Workflow monitoring + failure alerts
- Bug fixes + stability maintenance
- 1 hour/month tweaks (rules, templates, routing)
- Tool connection health checks
- Data validation (fields mapped correctly)
- Monthly health report (issues + fixes applied)
Growth Most Popular
$13,500 setup
$1,350/mo
Setup includes
- Everything in Starter, plus:
- Build 2–3 ops workflows (handoffs across teams)
- Connect up to 3–4 tools (CRM + PM + messaging + forms)
- Advanced routing (department, urgency, workload)
- Automation for approvals/sign-offs (basic)
- Customer status updates (timed or event-driven)
- Test up to 50 runs + launch readiness checklist
Monthly includes
- Everything in Starter
- 3 hours/month improvements + support
- Monthly optimization sprint (reduce delays + errors)
- Workflow enhancements (within current scope)
- Automation reliability tuning (fewer misses/duplicates)
- Monthly performance snapshot (tasks created, cycle time, failures)
Pro
$26,000 setup
$2,600/mo
Setup includes
- Everything in Growth, plus:
- Build 4–6 workflows across departments (Sales→Ops→Support)
- Advanced orchestration + fallbacks (if X fails → do Y)
- Deeper data mapping (custom fields + structured notes)
- KPI dashboard setup (cycle time, bottlenecks, throughput)
- A/B test-ready templates (status updates + prompts)
- Test up to 100 runs + production rollout plan
Monthly includes
- Everything in Growth
- 6 hours/month improvements + upgrades
- Weekly proactive tuning + QA checks
- A/B testing templates (update clarity + response rate)
- Advanced fallback + escalation improvements
- Priority support + weekly KPI summary
AI Document Processing
Types: Invoice/Receipt Extraction, Contract Intake + Key Fields, Form-to-CRM Intake, PDF Summaries + Routing, Document Classification, Approval Packet Builder.
Starter
$6,000 setup
$600/mo
Setup includes
- Kickoff + define document types and required fields
- Build 1 document workflow (intake → extract → route)
- Set up 1 intake source (email, form, upload folder, or webhook)
- Field extraction mapping (up to ~15 fields)
- Basic validation rules (missing fields, format checks)
- Connect Salesforce OR HubSpot (create/update record + attach summary)
- Notification + handoff rules (who gets what)
- Test up to 20 docs + fix launch blockers
- Go-live deployment + validation
Monthly includes
- Workflow monitoring + failure alerts
- Bug fixes + stability maintenance
- 1 hour/month extraction rule tweaks (within current scope)
- Integration health checks (intake + CRM + storage)
- Accuracy spot-checks (key fields + routing)
- Monthly health report (issues + fixes applied)
Growth Most Popular
$12,500 setup
$1,250/mo
Setup includes
- Everything in Starter, plus:
- Process 2–3 document types (forms + PDFs + invoices)
- Multiple intake sources (email + uploads + forms)
- Expanded field extraction (up to ~40 fields total)
- Enhanced validation (cross-field checks + required attachments)
- CRM automation (tasks + stages + approvals triggers)
- Test up to 50 docs + launch readiness checklist
Monthly includes
- Everything in Starter
- 3 hours/month improvements + support
- Monthly accuracy optimization sprint
- New field additions + mapping improvements (within scope)
- Routing logic tuning (reduce misroutes)
- Monthly performance snapshot (volume, failures, accuracy trends)
Pro
$24,000 setup
$2,400/mo
Setup includes
- Everything in Growth, plus:
- Process 4–6 document types + complex packets
- Advanced classification + routing (department, urgency, amount)
- Deeper data mapping (custom fields + structured notes)
- Exception handling (retries, fallbacks, human review queues)
- Analytics + KPI dashboard (accuracy, turnaround time, bottlenecks)
- Test up to 100 docs + production rollout plan
Monthly includes
- Everything in Growth
- 6 hours/month improvements + upgrades
- Weekly proactive tuning + QA checks
- A/B testing prompts/extraction strategies (where applicable)
- Advanced exception handling improvements
- Priority support + weekly KPI summary
AI Guardrails & Compliance
Types: AI Policy + Prompt Guardrails, PII/PHI Redaction, Approval Gates, Allowed/Blocked Topics, Safe Escalation Rules, Audit Logging + Retention.
Starter
$6,500 setup
$650/mo
Setup includes
- Kickoff + define compliance scope and risk areas
- Guardrails for 1 agent/workflow (chat or voice)
- Allowed/blocked topics + escalation triggers
- Basic PII handling rules (do/don’t store, masking guidelines)
- Approved response tone + disclaimers where required
- Basic logging plan (what is stored + retention guidance)
- Test 20 scenarios (edge cases + failure modes)
- Go-live validation
Monthly includes
- Guardrails monitoring + failure alerts
- Bug fixes + stability maintenance
- 1 hour/month rule/prompt adjustments
- Escalation checks (handoffs trigger correctly)
- Log validation (events captured and retained)
- Monthly health report (violations prevented + improvements)
Growth Most Popular
$13,000 setup
$1,300/mo
Setup includes
- Everything in Starter, plus:
- Guardrails for 2–3 agents/workflows
- Stronger PII/PHI patterns + redaction rules (where applicable)
- Approval gates for sensitive actions (quote changes, cancellations, refunds)
- Policy-aligned response templates (support + sales)
- Expanded scenario testing (up to 50 cases)
- Launch readiness checklist + documentation
Monthly includes
- Everything in Starter
- 3 hours/month improvements + support
- Monthly compliance review + tuning sprint
- Drift checks (new policies, new risks, new intents)
- Update logs + governance notes (what changed, why)
- Monthly performance snapshot (alerts, escalations, outcomes)
Pro
$25,000 setup
$2,500/mo
Setup includes
- Everything in Growth, plus:
- Guardrails for 4–6 agents/workflows across departments
- Advanced policy enforcement (role-based access + action restrictions)
- Audit logging enhancements (who/what/when + retention)
- Exception handling (human review queues + retry/fallback paths)
- Analytics + KPI dashboard (violations, escalations, risk hotspots)
- Expanded testing (up to 100 cases) + production rollout plan
Monthly includes
- Everything in Growth
- 6 hours/month improvements + upgrades
- Weekly proactive monitoring + QA checks
- A/B testing prompts/templates (reduce risk + improve clarity)
- Advanced escalation + fallback improvements
- Priority support + weekly KPI summary
AI Agent Monitoring
Types: Uptime + Error Monitoring, Failure Alerts, Conversation Quality Checks, Integration Health Monitoring, KPI Dashboards, Alert Routing + Escalation.
Starter
$3,500 setup
$350/mo
Setup includes
- Kickoff + define monitoring goals (uptime, failures, KPIs)
- Monitoring for 1 agent/workflow
- Failure alerts (timeouts, tool errors, webhook failures)
- Basic log capture (inputs/outputs + error reasons)
- Alert routing (email/Slack) + on-call rules (basic)
- Weekly summary template setup
- Test alerts + validate triggers
- Go-live validation
Monthly includes
- 24/7 monitoring + alert delivery
- Bug fixes for monitoring layer (within scope)
- 1 hour/month threshold + alert rule tuning
- Integration health checks (CRM/calendar/webhooks)
- False-positive reduction tuning
- Monthly health report (failures + trends)
Growth Most Popular
$7,500 setup
$750/mo
Setup includes
- Everything in Starter, plus:
- Monitoring for 2–3 agents/workflows
- Quality checks (missed intents, bad handoffs, incomplete actions)
- Dashboard setup (core KPIs + failures + trends)
- Escalation rules (severity levels + paging logic)
- Runbook checklist (what to do when alerts fire)
- Test alert scenarios + readiness checklist
Monthly includes
- Everything in Starter
- 3 hours/month improvements + support
- Monthly monitoring optimization sprint
- Dashboard refinement + KPI tuning
- Alert noise reduction + smarter thresholds
- Monthly performance snapshot (uptime, failures, quality)
Pro
$15,000 setup
$1,500/mo
Setup includes
- Everything in Growth, plus:
- Monitoring for 4–6 agents/workflows across teams
- Advanced quality scoring (handoff success, resolution, retries)
- Incident workflow (tickets/tasks created automatically)
- Advanced dashboards (team-by-team KPIs + drilldowns)
- Alert deduping + correlation (group related failures)
- Expanded testing + production rollout plan
Monthly includes
- Everything in Growth
- 6 hours/month improvements + upgrades
- Weekly proactive monitoring tuning + QA checks
- Root-cause trend analysis + prevention recommendations
- A/B testing alert thresholds + runbook tweaks
- Priority support + weekly KPI summary
AI Call Summaries + CRM Notes
Types: Call Summaries, Disposition + Outcomes, Next-Step Tasks, Objection Tracking, Booking/Quote Notes, Structured CRM Field Updates.
Starter
$4,500 setup
$450/mo
Setup includes
- Kickoff + define summary format (what must be captured)
- Set up 1 call source integration (voice agent/call platform)
- Generate structured summary template (bullets + highlights)
- Disposition mapping (answered, booked, not qualified, follow-up)
- CRM notes logging (Salesforce OR HubSpot)
- Basic field mapping (up to ~10 fields: outcome, next step, date)
- Test up to 20 calls + fix launch blockers
- Go-live validation
Monthly includes
- Summary pipeline monitoring + failure alerts
- Bug fixes + stability maintenance
- 1 hour/month template + field tweaks
- CRM logging validation (notes land correctly)
- Accuracy spot-checks (random sampling)
- Monthly health report (failures + improvements)
Growth Most Popular
$9,000 setup
$900/mo
Setup includes
- Everything in Starter, plus:
- Support 2–3 call sources or multiple teams
- Expanded structured fields (up to ~25 fields total)
- Task creation rules (follow-up tasks + due dates)
- Pipeline stage updates based on disposition
- Basic objection tagging (price, timing, competitor, trust)
- Test up to 50 calls + readiness checklist
Monthly includes
- Everything in Starter
- 3 hours/month improvements + support
- Monthly template optimization sprint (clarity + consistency)
- Field mapping improvements (reduce missing data)
- Quality tuning (reduce hallucinations/incorrect notes)
- Monthly performance snapshot (coverage, failures, accuracy trends)
Pro
$18,000 setup
$1,800/mo
Setup includes
- Everything in Growth, plus:
- Support 4–6 teams/flows with standardized templates
- Advanced structured logging (custom CRM fields + objects)
- Escalation rules (hot lead → immediate notify + task)
- Analytics dashboard (objections, outcomes, conversion signals)
- A/B test-ready summary formats (Version A + B)
- Test up to 100 calls + rollout plan
Monthly includes
- Everything in Growth
- 6 hours/month improvements + upgrades
- Weekly proactive tuning + QA checks
- A/B testing formats (short vs detailed, next-steps emphasis)
- Advanced quality controls + exception handling
- Priority support + weekly KPI summary
AI Appointment Reminders
Types: Confirmation Reminders, No-Show Reduction Reminders, Reschedule Links, Preparation Instructions, Two-Way SMS Confirm/Cancel, After-Hours Reminders.
Starter
$3,500 setup
$350/mo
Setup includes
- Kickoff + define reminder goals (confirm, reduce no-shows, prep)
- Connect 1 calendar (Google/Outlook/Calendly or equivalent)
- Build reminder sequence (1–2 messages) for 1 appointment type
- Templates for SMS/email (confirmation + reminder copy)
- Basic two-way logic (YES confirms, STOP opt-out)
- Connect Salesforce OR HubSpot (log confirmations/cancellations)
- Test up to 20 scenarios + fix launch blockers
- Go-live validation
Monthly includes
- Reminder delivery monitoring + failure alerts
- Bug fixes + stability maintenance
- 1 hour/month template + timing tweaks
- Calendar sync health checks
- CRM logging validation (confirm/cancel outcomes)
- Monthly health report (issues + fixes applied)
Growth Most Popular
$7,500 setup
$750/mo
Setup includes
- Everything in Starter, plus:
- Multiple appointment types (up to 3)
- Expanded sequences (3–5 messages across time windows)
- Two-way actions (confirm, reschedule link, cancel flow)
- Segmentation (new vs returning, service type, urgency)
- CRM tasks created for non-responders
- Test up to 50 scenarios + readiness checklist
Monthly includes
- Everything in Starter
- 3 hours/month improvements + support
- Monthly no-show reduction optimization sprint
- Template tuning (increase confirmations)
- Timing/cadence optimization (reduce spam + increase response)
- Monthly performance snapshot (confirm %, cancel %, no-show signals)
Pro
$14,000 setup
$1,400/mo
Setup includes
- Everything in Growth, plus:
- Scale reminders across departments/locations (4–6 appointment types)
- Advanced two-way flows (reschedule logic + capacity checks)
- Escalation rules (high-value appts → call/notify team)
- Advanced CRM mapping (custom fields + structured outcomes)
- KPI dashboard setup (no-show reduction, responses, reschedules)
- Test up to 100 scenarios + rollout plan
Monthly includes
- Everything in Growth
- 6 hours/month improvements + upgrades
- Weekly proactive tuning + QA checks
- A/B testing templates (tone, CTAs, timing)
- Advanced exception handling + fallback improvements
- Priority support + weekly KPI summary
AI Review Request Automation
Types: Post-Service Review Requests, Google Review Requests, SMS Review Links, Email Review Campaigns, Negative Feedback Routing, Follow-Up Reminders.
Starter
$3,000 setup
$300/mo
Setup includes
- Kickoff + define review goals and timing
- Build 1 review request flow (SMS OR email)
- Templates (1–2 messages) + basic personalization
- Trigger rules (job complete, invoice paid, appointment finished)
- Basic opt-out + stop rules
- Connect Salesforce OR HubSpot (log review request + outcome)
- Test up to 20 runs + fix launch blockers
- Go-live validation
Monthly includes
- Delivery monitoring + failure alerts
- Bug fixes + stability maintenance
- 1 hour/month template + timing tweaks
- Trigger rules check (no duplicate sends)
- CRM logging validation (sent, clicked, responded)
- Monthly health report (issues + improvements)
Growth Most Popular
$6,500 setup
$650/mo
Setup includes
- Everything in Starter, plus:
- Build 2–3 flows (SMS + email + reminder sequence)
- Branching logic (clicked/not clicked, review left/not left)
- Segmentation (service type, location, customer type)
- Negative feedback routing (notify manager, create task)
- Test up to 50 runs + readiness checklist
Monthly includes
- Everything in Starter
- 3 hours/month improvements + support
- Monthly conversion optimization sprint (more reviews)
- Template tuning (tone, CTA, timing)
- Branching improvements (reduce friction, increase completions)
- Monthly performance snapshot (sent, clicks, reviews, issues)
Pro
$12,000 setup
$1,200/mo
Setup includes
- Everything in Growth, plus:
- Scale flows across departments/locations (4–6 variants)
- Advanced routing + escalation (VIP customers, high-value jobs)
- Advanced CRM mapping (custom fields + structured outcomes)
- KPI dashboard setup (review rate, response timing, issues)
- A/B test-ready message variants (Version A + B)
- Test up to 100 runs + rollout plan
Monthly includes
- Everything in Growth
- 6 hours/month improvements + upgrades
- Weekly proactive tuning + QA checks
- A/B testing templates (timing, CTA, format)
- Advanced exception handling + fallback improvements
- Priority support + weekly KPI summary