Description
AI & Automation Features
| Advanced AI Chatbot Configuration | Configuration of an advanced AI chatbot to handle business-related customer questions and guide enquiries through defined response flows. |
| Connected Communication Workflows | Integration of compatible WhatsApp and email workflows to organise customer communication. |
| Automated Lead Capture & Categorisation | Capture customer enquiries and organise leads according to selected categories or business requirements. |
| Automated Lead Routing | Route enquiries to the appropriate team member or department based on defined rules. |
| CRM Integration & Lead Management | Connect a compatible CRM system to organise customer records and manage captured leads. |
| Automated Follow-ups & Reminders | Configure scheduled follow-up messages and reminders using approved communication channels and workflows. |
| Multi-Step Workflow Automation | Connect multiple actions into structured workflows for selected business processes. |
| Enquiry Status & Lead Tracking | Set up lead status tracking to help monitor enquiries and their progress. |
| Automated Notifications & Task Assignments | Configure notifications and task assignments to help teams respond to enquiries and manage follow-up activities. |
Client Requirements & Terms
- This is a one-time implementation service covering setup, configuration, integration, testing and handover of the agreed automation solution.
- Client must provide business information, lead categories, FAQs, communication content and workflow requirements.
- Client must provide necessary access and permissions for WhatsApp, email, CRM and other selected platforms.
- CRM integration and workflow automation are subject to the compatibility, features and access permissions of the selected platforms.
- API usage, WhatsApp Business API charges, AI credits, CRM subscriptions, platform subscriptions, premium plugins and licences are not included. Client pays actual charges directly.
- Only the integrations, lead workflows, chatbot configurations and automations specifically agreed within the purchased plan are included.
- Client is responsible for the accuracy of supplied business information, communication content and customer data, and for obtaining any required customer consent.
- Upstart will test the configured workflows and provide a demonstration or handover guide.
- Additional integrations, workflows, changes beyond the approved scope and future modifications are charged separately.
- Continuous monitoring, maintenance, troubleshooting and ongoing management are not included in this one-time plan and can be purchased separately.
