Description
AI & Automation Features
| Feature | Description |
|---|---|
| Advanced AI Agent Configuration | Configuration of AI agents to perform selected business tasks, respond to defined instructions and support specific operational workflows. |
| Intelligent Customer Interaction | Setup of AI-powered customer interaction workflows to understand enquiries and provide relevant responses based on supplied business information. |
| AI-Assisted Lead Qualification | Configuration of lead qualification workflows to assess enquiries against defined business criteria and help prioritise potential customers. |
| Advanced CRM & System Integration | Integration of compatible CRM and selected business systems to connect customer information and approved automation workflows. |
| Sales & Follow-up Automation | Configuration of automated sales workflows, customer follow-ups and reminders to support the business sales process. |
| Advanced Customer Support Automation | Setup of AI-assisted customer support workflows for handling defined queries, providing relevant information and directing enquiries through approved channels. |
| Multi-Stage Process Automation | Connection of multiple actions and systems into structured automation workflows for selected business processes. |
| Automated Reporting & Insights | Configuration of automated reports and AI-assisted insights using available data from connected platforms and approved workflows. |
| AI-Assisted Decision Support | Setup of AI-assisted information analysis to help organise business data and support selected operational decisions. |
| Workflow Testing & Optimisation | Testing and refinement of configured AI agents, integrations and automation workflows, followed by handover and usage guidance. |
Client Requirements & Terms
- This is a one-time implementation service covering setup, configuration, integration, testing, optimisation and handover of the agreed AI automation solution.
- Client must provide business information, operational requirements, FAQs, sales processes, customer communication content and other relevant details required for configuration.
- Client must provide the necessary access, permissions and credentials for selected CRM systems, communication platforms, business tools and other third-party services.
- AI agents, integrations, reporting and automation workflows are subject to the compatibility, capabilities, permissions and technical limitations of selected platforms.
- AI API usage, AI credits, WhatsApp Business API charges, CRM subscriptions, platform fees, premium plugins, licences and other third-party costs are not included. Client must pay actual charges directly.
- The plan covers only the AI agents, integrations, reports and automation workflows agreed within the purchased scope. It does not include unlimited agents, integrations or workflows.
- Client is responsible for the accuracy of supplied business information, customer data and communication content, and for obtaining required customer consent and permissions.
- AI-generated responses and insights may require human review. The client remains responsible for business decisions, customer commitments and final approvals.
- Upstart will test the configured solution and provide a demonstration or handover guide for the implemented workflows.
- Additional agents, integrations, reports, workflows, changes beyond the approved scope and future modifications will be charged separately.
- Continuous monitoring, maintenance, troubleshooting, AI usage management and ongoing optimisation are not included in this one-time plan and can be purchased separately.
