Description
The Mid-Level Agent Package offers growing businesses an edge with robust automation capabilities. It builds upon the Basic Package with deeper CRM integrations and tools like Slack and Microsoft Teams for real-time collaboration. This package excels in data enrichment, using sources like LinkedIn to provide actionable insights. From customized workflows to advanced reporting and document automation, the package ensures your operations are efficient and scalable. Perfect for medium-sized businesses ready to take the next step in AI-powered productivity.
Basic Agent Package
Description:
Ideal for small businesses starting their AI journey, this package provides essential integrations and capabilities to automate everyday tasks.
Key Features:
Integrations:
- Email and Calendar Management:
Streamlined integration with Gmail and Google Calendar to automate scheduling and communication. - Web Search and Data Extraction:
AI-enabled capabilities to gather critical information and extract insights from online resources. - Common CRM Tools:
Seamless compatibility with platforms like HubSpot to manage client interactions and data efficiently. - Basic Voice and SMS Communications:
Simple tools to send updates and notifications, ensuring timely and clear communication with clients.
Abilities:
- Initial Setup and Configuration:
Personalized onboarding to align the agent with your business operations from day one. - Scheduling Integration:
Automated synchronization with calendars to manage appointments and deadlines effortlessly. - Basic Task Directives:
Automate simple processes like email follow-ups, task creation, and data retrieval to reduce manual work. - Basic Training and Support:
Includes initial training sessions and ongoing assistance to ensure optimal performance. - Business Process Improvement:
Comprehensive discovery sessions to capture your operational needs and customize the agent for maximum efficiency. - Close Collaboration:
Dedicated support from our development team to continuously align the agent with your tools, resources, and evolving business goals.
Pricing:
Setup Cost:
$3,450
Monthly Fee:
$350 (for usage, updates, and support)
Ideal For:
Businesses looking to automate simple workflows and save time on repetitive tasks.