Complete AI Tools & Integration Package

Service Scope

Complete AI Tools & Integration Package is a fixed-scope service for one business, one website chatbot, one existing CRM, and two supporting workflows.

Build one connected AI inquiry system with a website assistant, an existing CRM connection, supporting workflows, testing, and team training.

Plan One Connected Customer Journey

We define one inquiry journey for one business, with the assistant’s role, required information, CRM destination, follow-up rules, and responsible team members. The implementation follows this approved journey.

• 1 business and 1 approved inquiry journey
• 1 website and 1 existing CRM
• 1 primary language
• Approved ownership and escalation points

Configure the Website Assistant and Knowledge

We configure one website chatbot with up to 25 approved source items and up to 15 operating instructions. One document may contain up to 10 pages, with a limit of 100 document pages in total. We install one supported widget on the existing website.

• 1 website chatbot and widget
• Up to 25 approved source items
• Up to 100 document pages in total
• Up to 15 operating instructions

Connect the Existing CRM

We connect the chatbot journey to one existing CRM through a supported native or standard connector. The connection maps up to six inquiry fields and supports up to three approved CRM actions.

• 1 existing CRM connection
• Up to 6 mapped inquiry fields
• Up to 3 supported CRM actions
• Contact matching and duplicate-handling rules

Build the Two Supporting Workflows

We configure two supporting workflows, such as an inquiry summary for the team and an approved internal follow-up task. Each workflow connects up to two existing applications and includes up to one AI step plus up to five other standard steps.

• 2 supporting workflows
• Up to 2 applications per workflow
• Up to 1 AI step per workflow
• Up to 5 other standard steps per workflow

Train the Team and Hand Off the System

We deliver one live training and administrator handoff session of up to 90 minutes for up to ten participants, plus one written system and maintenance guide. Launch follows client approval of the tested journey.

• 1 training session of up to 90 minutes
• Up to 10 participants
• 1 system and maintenance guide
• Approved launch and administrator handoff

Testing and Quality Review

We review the delivered configuration or materials against the approved scope and representative examples.

• Up to 25 end-to-end scenarios across the combined journey
• Review chatbot, captured fields, CRM actions, and workflow outcomes
• Check human handoff, exceptions, and desktop/mobile widget behavior

What's Included

• 1 connected AI inquiry journey for 1 business
• 1 website chatbot and widget
• 1 primary language
• Up to 25 approved knowledge items
• Up to 100 document pages in total
• Up to 15 chatbot operating instructions
• 1 existing CRM connection
• Up to 6 mapped inquiry fields
• Up to 3 supported CRM actions
• 2 supporting workflows
• Up to 25 end-to-end test scenarios
• 1 training and handoff session of up to 90 minutes
• Up to 10 training participants
• 1 system and maintenance guide
• 2 consolidated correction rounds
• 14 calendar days of setup support

Client Requirements

Before work begins, the client must provide the information, access, and approvals required for the selected service.

• Final approved business information, source material, and required wording
• Permission to use the supplied material and appropriate access to the selected accounts
• A named business owner for approvals and consolidated feedback
• Access to the existing website, CRM, AI tool, and eligible connectors
• Approved source material and inquiry-field requirements
• An agreed inquiry journey and follow-up rules
• Named system owners, reviewers, and handoff destinations

Delivery and Revisions

Standard delivery is 20–25 business days after all required content, access, account capabilities, and approvals are received. External account, carrier, or vendor approval delays are outside this delivery window.

Two consolidated correction rounds are included. Corrections cover the approved role, sources, and quantities. New use cases, changed requirements, additional integrations, or replacement source material are separately scoped.

The package includes 14 calendar days of setup support after client acceptance for questions and minor corrections within the delivered scope. This support does not include continuous monitoring or new functionality.

Important Scope Boundaries

The following items are not included unless specifically stated:

• Voice agents, additional websites, languages, or customer channels
• A new CRM implementation, major data migration, or website redesign
• Custom-coded applications, model fine-tuning, or multiple autonomous agents
• Software subscriptions, AI model or API usage, hosting, telephony, and paid connector fees
• Additional languages, channels, sources, or work beyond the stated quantities
• Ongoing monitoring, maintenance, or content updates after the included support period

AI-generated answers, classifications, and extracted information may be incorrect. The client’s responsible team member reviews outputs and approves sensitive actions. This service does not promise error-free or fully autonomous operation.