AI Agent Roadmap / Strategy Phase includes:

• AI Agent Roadmap / Strategy (10-15 pages) [Strategy detailing goals, audience, tone of voice, intents…]

Core system design includes:

• 3 Core Intents / Key Objectives [Apply for quote, qualify leads, book a consultation, etc]
• 3 Conversation Flows [Max 20 Nodes each]
• Up to 15 Data Capture Points [Name, email, phone, job details, etc]
• 3 Human Handover Options [Via Message/Callback or Direct Link Only]

AI Agent intelligence and knowledge setup includes:

• 2 Knowledge Bases [Website (no page limits) + 50 Q&A]
• 1 Connected LLM + Fallback [GPT-4o-mini] for smart, natural replies
• Large Language Model (LLM) Training [Maximum 50 instructions]
• Response Time Guarantee [Replies within seconds 24/7]

Testing & optimisation includes:

• Live Password-Protected Prototype of your AI Agent Pre-Launch [Receive a link to test your agent]
• x50 Scripted Tests for 95% Intent Accuracy [If your agent does not reach 95% intent accuracy before launch, we will continue optimisation at no additional cost until it does.]

Deployment of AI Agent on website includes:

• GDPR & data handling setup [Tailored statement included]
• Website deployment & agent launch [Go-live configuration – website only]
• 30-Day Quality Assurance Guarantee Included

• Review all active conversations / Identify any obvious misunderstandings

• Fix small wording issues or misfires

• Ensure the agent still responds correctly to the 3 supported intents
• Check fallbacks aren’t triggering too often

• Confirm the website widget is working fully
• Make sure the LLM is stable and responds properly

Basic compliance checks include:

• Data Capture & Retention [Ensure no unexpected or unnecessary personal data is being collected and stored. Conversations should auto-delete or follow the correct retention period.]
• Consent & Transparency Check [Ensure the agent always clarifies when it collects personal data, how it is used, and that the privacy message within the agent is visible.]
• Channel & Form Compliance [Check settings for compliant data handling. Ensure form submissions or email captures are transferred securely. Validate HTTPS/SSL and secure endpoints.]
• Policy Verification [Verify the short privacy/GDPR statement included with the Essential AI Agent package. Make small wording updates if needed.]
• Integration Safety Check [Ensure integrated forms or emails don’t expose personal data. Check basic webhook endpoints are properly formatted and secure.]

• Resolve small errors or broken replies / Tidy minor logic issues
• Fix low-effort updates within the single flow

• Monthly performance report + optimisation recommendations

Extend your AI Agent beyond your website with WhatsApp Business integration, including setup, workflow configuration, compliance checks and live testing. Additional channels, such as Instagram, Facebook Messenger, SMS and CRM platforms, can also be connected via API as optional upgrades.

Systems are designed so that your AI Agent can instantly recognise when the user requires human assistance and transfer the conversation to the appropriate staff member while preserving the full conversation history.

Includes:

• Smart handover triggers based on customer requests or custom rules
• Full conversation history and customer context transfer
• Routing to channels such as WhatsApp, email, etc
• Team notifications for incoming handovers
• Basic handover reporting and tracking

Advanced Upgrades:

• Multi-level escalation paths (e.g. Support → Specialist → Manager)
• Live chat handovers within the same conversation
• CRM and helpdesk integrations with automatic ticket creation
• Advanced analytics and performance reporting
• Custom routing logic based on departments, teams or enquiry types

Expand your AI ecosystem by creating additional specialised agents for different departments/functions within your business. Each agent is trained and configured independently to handle its own roles and workflows:

Examples:

• Accounting & Finance Agent (invoices, payment queries, reporting)
• Customer Complaints & Resolution Agent (issue handling, escalation flows)
• Customer Service Agent (general enquiries, support requests)
• Sales Qualification Agent (lead screening, booking, objections handling)
• Internal Operations Agent (HR, SOPs, internal requests)

Further, more complex agent add-ons:

• Multi-Agent Coordination Setup (agents communicating with each other)
• Advanced Workflow Automation between departments
• Monthly optimisation & performance tuning per agent
• Ongoing knowledge base updates and retraining
• Analytics dashboard per agent (performance, resolution rates, etc.)

Connect your AI Agent to your CRM and business tools so it can automatically capture leads, book appointments, send enquiries, update customer records and trigger follow-up actions without manual input.

Includes:

• CRM integration with automatic syncing of leads, contacts and conversation data
• Custom sales pipelines, follow-up sequences and nurture workflows
• Team notifications, task automation, reporting dashboards and performance tracking

Expand your existing AI Agent to communicate with customers in additional languages, helping you provide a more personalised experience and support a wider audience across multiple regions and markets.

Includes:

• Addition of One Additional Language to Existing AI Agent
• Translation and Adaptation of Core Agent Instructions
• Multi-Language User Detection and Response Configuration
• Testing and Optimisation Across Selected Languages

Additional Languages: Each additional language is charged separately and quoted based on project requirements.

After launch, the AI Agent will remain hosted in my Voiceflow workspace for seamless ongoing management and maintenance. Should you wish to transfer ownership to your own Voiceflow account, a one-time transfer and setup fee will apply (250 GBP).

Includes:

• Full AI Agent Ownership Transfer to Client [Requires client to set up Voiceflow account]
• Professional Handover Agreement [Including all settings and access details]

Optional Training Plans for In-House Teams:

Staff Training Manual or Seminar [For clients preferring to manage their Agent in-house]

I will deliver the AI Agent described in this document, including planning, development, testing, launch and ongoing management. Any work outside the agreed scope may result in additional fees.

The development fee is £4,950, payable in two instalments of 60% and 40%. Invoices must be paid within the stated payment period. Development fees are non-refundable once work commences.

The £395 monthly management fee applies after the 30-Day Quality Assurance Guarantee. Major changes, new flows or integrations are excluded. Services require 30 days’ notice to cancel or £250 for full in-house transfer and setup.

To help keep on schedule, you agree to provide accurate information, timely feedback, approvals, website access, and any other resources required for development and launch. Delays may affect timelines. Where third-party providers, web developers, hosting companies or software platforms are involved, you remain responsible for obtaining any permission, access or cooperation required for the deployment and operation of your AI Agent.

Any timeline provided is an estimate. While I will make every reasonable effort to meet projected launch dates, I cannot guarantee delivery dates where delays arise from client responses, third-party providers, technical limitations or circumstances beyond my control.

The Guarantee period begins the day after launch. During this period, I will investigate and correct faults or functionality issues directly related to the agreed-upon build at no added charge. The guarantee does not cover new feature requests, additional integrations, business model changes or modifications outside the original scope of work.

• You retain full ownership of all customer data, business information, analytics, conversation histories, leads and content supplied to or generated through your AI Agent.
• I will treat private information as confidential and not disclose it to a third party except if required by law, necessary to deliver the agreed service, or authorised by you in writing.
• You are responsible for ensuring that any data, content or materials you provide for use within your AI Agent are accurate, lawful and compliant with data protection regulations.
• I will take reasonable measures to protect your information and work only with reputable technology providers. However, no online platform, software provider, hosting environment or data transmission method can guarantee absolute security, uninterrupted availability or protection against all cyber threats.
• You acknowledge that your AI Agent may rely on third-party platforms, including Voiceflow, AI model providers, website hosting providers, integrations and communication services. These providers operate under their own terms, privacy policies, security standards, and service levels outside my control.
• Voiceflow, AI model providers and other connected platforms act solely as service providers and do not obtain ownership of your business data. I cannot accept liability for service interruptions, data loss, security incidents, policy changes, pricing changes or platform failures caused by third-party providers.
• Upon termination of service, you will continue to retain ownership of your business data, subject to the retention policies and technical limitations of any connected platforms.
• Except in cases of wilful misconduct or gross negligence, I shall not be liable for any loss, corruption, unauthorised access, disclosure or deletion of data resulting from third-party systems, platform failures, user actions or circumstances beyond my control.

While I will apply reasonable skill, care and professional judgement, I cannot guarantee specific outcomes, lead generation, conversions, revenue increases, customer engagement improvements or any other commercial results. AI technology is continually evolving and may occasionally generate inaccurate or unexpected responses despite testing and optimisation.

I shall not be liable for indirect, consequential, incidental or business-related losses, including loss of profits, revenue, opportunities, data, reputation or goodwill arising from the use of the AI Agent. My total liability in relation to any claim shall not exceed the amount paid by you for the services provided.

Development fees are non-refundable once work commences due to allocated resources. Monthly services may be cancelled with 30 days’ notice.

• Payment of the deposit – £2,970 (60% of £4,950) – constitutes acceptance of the proposal, payment plan, and Agreement Terms displayed on this page.
• Once payment is received, I’ll be in touch with your appointed representative and provide a checklist of the information needed to create your Essential AI Roadmap / Strategy. Development slots are allocated on a first-come, first-served basis.