Professional+ Plan – Setup Design & Implementation Included
Build and deploy a multi-agent AI platform with full system orchestration, data ingestion, CRM sync, and continuous optimisation — no setup fees when paid upfront.
Stakeholder Workshop
Align business goals, workflows, compliance, and stakeholder expectations.
Persona Mapping
Define multiple AI agents: SDRs, Booking Assistants, Support Bots.
Data Source Inventory
Audit structured (e.g. CRM exports) and unstructured sources (web, docs, images).
Channel & Tool Mapping
Document CRM, calendar, email, SMS, and voice tools for full-stack integration.
Agent Management Dashboard Setup
Deploy your unified console to manage agents and live insights.
Agent Profiles & Roles
Design tone, escalation paths, permissions, and traits per agent.
Outbound Agent Templates
Prebuilt configurations for SDR use cases: cold calls, lead qualification, and follow-ups.
Structured Data Parsing (PDFs, Spreadsheets)
Use PDFPlumber, etc. to ingest critical sales/product docs.
Unstructured Text Processing
Clean notes, docs, web pages with NLP pipelines (LangChain, Haystack).
Image & Table Extraction
Pull insights from annotated screenshots, diagrams using OCR tools.
Web & Knowledge Base Sync
Auto-sync content from websites, wikis, blogs, and help centres.
Embedding & Indexing
Store semantic data in vector DBs like Pinecone or Weaviate for RAG-based responses.
Prompt Library Creation
Build modular blocks: greetings, product FAQs, follow-ups, objections.
LLM Orchestration Layer
Connect OpenAI, Claude, Mistral, or local models — with fallback flows.
Agent Behaviour Tuning
Configure tone, verbosity, confidence thresholds, and escalation logic.
Simulated Call Testing
Run agents through sandbox call scenarios to train for edge cases.
CRM Sync Setup
Integrate Salesforce, HubSpot, etc. — sync leads, stages, notes, tasks.
Telephony Integration
Connect Twilio, AWS Connect, or Aircall for live voice routing.
Call Routing Logic
Define outbound cadences and voicemail drop logic.
Contact & Conversation Sync
Push transcripts, summaries, and agent activity to CRM automatically.
Multi-Agent Scenario Testing
Simulate multi-role flows like SDR → Scheduler → Support → Escalation.
Edge Case Handling
Stress test inputs with unclear audio, mispronunciations, and curveballs.
Analytics & Feedback Loop
Review failed flows, escalation triggers, and agent performance data.
Soft Launch with Real Leads
Launch to a small segment with human-in-the-loop monitoring.
Agent Performance Monitoring
Track agent-specific KPIs like talk time, conversion rate, deflection success.
Retraining & Prompt Updates
Ongoing prompt refresh, content ingestion, and model fine-tuning.
Client-Side Admin Training
Train ops/sales leads to manage, edit, and schedule AI agents with confidence.
Enterprise Setup — £0 When Paid Upfront
Normally priced as a high-touch implementation, our Pro+ setup is included at no cost when you choose annual billing.
This is your full-stack, multi-agent AI platform — fully managed, fully integrated, and ready to scale.
