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AI TeamsStarter Team

Starter Team

Start with an AI Team that handles the essentials.

A practical starting point for small businesses that need help handling enquiries, keeping records organized and following up — without assembling a larger sales or marketing package first.

An illustrative Starter Team example workspace showing complementary Employee responsibilities. This is an example configuration, not a live connected system and not a guaranteed automatic handoff.

Starter Team example

Illustrative configuration · not a live customer system

Example

AI Receptionist

Enquiry handled

CRM Manager

Waiting

Customer Follow-Up

Waiting

Complementary roles

Configurable example

  • Enquiry handled

    AI Receptionist

    In view

  • Record organized

    CRM Manager

    Waiting

  • Follow-up prepared

    Customer Follow-Up

    Waiting

The small-business problem

Enquiries arrive. Records slip. Follow-up waits.

Smaller teams often lose work at the front door: a message is missed, the record is incomplete, and nobody sends the next note. Starter Team covers those three essentials so the basics stay consistent.

How the roles work together

Three roles for everyday operations.

AI Receptionist, CRM Manager and Customer Follow-Up are complementary services configured around your process. They are not a fully automatic chain, and this package does not include qualification or scheduling.

  • Scheduling Assistant is not included.
  • Lead Qualification is not included.

Scenarios

Practical workflow examples

Each example attributes the work to the correct included Employee. These are complementary services, not an automatic sequence.

AI Receptionist

An enquiry arrives

AI Receptionist handles approved incoming information and routing within its verified inbound-enquiry capabilities. Voice calling is not guaranteed.

CRM Manager

The record needs to stay useful

CRM Manager supports record maintenance through its configured workflow. A CRM connection is not universal field writing.

Customer Follow-Up

The next communication is due

Customer Follow-Up supports the next agreed customer communication from approved messages and timing rules. Not every enquiry automatically receives follow-up.

Human control

Human handoffs and controls

Unusual questions, messy records and new requests can be passed to a person. Starter Team is an entry point — you can add more Employees later if the work grows.

Approved answers

AI Receptionist works from approved answers and routing rules.

Record permissions

CRM Manager follows approved field rules. Compatibility is assessed during Implementation.

Follow-up rules

Customer Follow-Up uses approved messages and timing. New requests can wait for a person.

What is not included

Scheduling Assistant and Lead Qualification are not part of Starter Team.

Pricing

Package pricing for Starter Team.

01

Implementation

$3,188 one-time

Configuration, connections, testing and launch for the included Employees. 20% off the combined individual Implementation of $3,985.

02

Managed Service

$597 / month

The combined monthly fee of the included Employees. There is no separate monthly discount.

03

Usage

50,000 platform credits / month

included at Team level

Additional usage uses additional platform credits. Credits are a Team allowance, not per Employee.

Purchased separately, Implementation would be $3,985. Starter Team Implementation is $3,188. Managed Service stays $597 / month.

View all pricing

Questions

Common questions.

AI Receptionist, CRM Manager and Customer Follow-Up. Scheduling Assistant and Lead Qualification are not included.

Start with the essentials, then grow if you need to.

Tell us how enquiries currently reach you and what happens after. We’ll show you whether Starter Team is the right first package — without promising telephone answering or automatic CRM writes.

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