AI Assistant Setup (Email + SMS + Voice Channels)

Description

What this is

This is a one-time setup service ($1,349) that configures an AI Assistant for your email, SMS, and voice channels to help you handle common inbound emails, text messages, and calls, provide faster answers, and create a more consistent experience across all three channels – while keeping you in control of what it can and can’t do.

You can configure the assistant to draft or respond to routine emails and text messages and handle common phone conversations according to your business information and instructions, with consistent knowledge and clear rules for when it should hand off to a human.

Considering a recurring Support Plan? The setup fee is reduced to $1,049 with a qualifying active recurring Support Plan.

What you get

• AI Assistant configuration tailored to your email, SMS, and voice workflows
• Consistent business information and guidance across all three channels
• Brand voice guidance – tone, style, and do/don’t phrases
• Knowledge and policy guardrails – what the assistant should and shouldn’t do or say
• Human handoff and escalation rules – when to stop and notify you
• Common inquiry playbooks – FAQs, pricing language, next steps, and similar responses
• Initial testing and refinement across email, SMS, and voice using examples you provide
• A simple rollout plan for using the assistant day-to-day

How the setup works

1. Kickoff and intake – your goals, current workflows, and common inquiries
2. You provide basic policies, FAQs, business information, and example emails, text conversations, and call scenarios – we’ll guide you
3. We configure your assistant’s tone, knowledge, guardrails, and escalation behavior across all three channels
4. We test with sample email inquiries, text messages, and calls and make initial refinements
5. We provide go-live guidance and recommended workflows for all three channels

What we need from you

• The email inbox, SMS number, voice number, or workflows you want the assistant to support, including who should be notified for escalations
• A short list of your most common inquiries – or examples we can use to identify them
• Your preferred tone and any “do/don’t say” rules
• Key business policies and information, such as hours, availability, refunds/returns, scheduling rules, and pricing guidance
• Optional: example emails, text conversations, and call scenarios – anonymized is fine

What this is not

AI can be wrong or incomplete. This service is not a guarantee of perfect answers or fully autonomous customer service.

We recommend human review or escalation rules for pricing exceptions, disputes, sensitive situations, account access, payments, and other high-stakes situations.

Try the AI Assistant demos

See examples of how a friendly AI Assistant can help across email, SMS, and voice – responding to inbox and text inquiries, answering calls, and providing a consistent experience across the ways your customers may contact you.

• See how the assistant handles common email, text, and caller inquiries
• Try human handoff and escalation scenarios
• See consistent business information, tone, and policy guardrails across channels

For a demonstration:
Try the Email + SMS + Voice Demos

After purchase

We'll email a short intake checklist and schedule a kickoff. Project start dates and timelines depend on onboarding completion and scheduling availability.

Ongoing support is optional.

Ongoing support

After launch, ongoing improvements, testing, maintenance, and consulting can be handled through a recurring Support Plan or standalone Support Credits.

A qualifying active recurring Support Plan reduces the initial setup fee from $1,349 to $1,049.