How we deliver

Productized AI, unpacked.

Every SmartSMBAI plan follows the same clear motion: a fit quiz, a matched recommendation, a structured intake, and a launch on a standard template. Here's exactly what that looks like.

Offer architecture

Built the way SMBs actually buy

We compress the parts of AI delivery that usually take months into a repeatable, productized motion — so you know exactly what you're getting before you commit.

What we emphasize
  • Packaged solutions with clear scope
  • Fast setup using standard templates
  • Guided onboarding, not blank forms
  • Vertical-ready workflow bundles
What we avoid
  • Custom-heavy enterprise transformation
  • Generic contact-us funnels
  • Feature dumping instead of outcomes
  • Unclear buying paths and hidden pricing
Launch process

A guided onboarding motion, not a sales maze

Every step has a clear purpose. You always know what happens next and what we need from you.

Qualification

A 3-minute fit quiz surfaces your business type, channel mix, and timeline.

Recommendation

We match you to Support Assistant, Lead Agent, or Solution Suite.

Structured intake

Submit FAQs, pricing docs, escalation contacts, and booking rules once.

Deployment

Go live on the standard template, then tune from real conversations.

What happens after you sign up

Clear onboarding timeline, by plan

No surprises. Every plan shows the exact steps from sign-up to go-live, including when the AI receptionist hands off to your team.

Support Assistant

$99/mo

  1. 1
    Day 0

    Sign up + submit intake

    Share your FAQs, services, refund policy, and escalation inbox. The AI receptionist is scoped to web chat and email triage.

  2. 2
    Day 1-2

    Build your receptionist

    We configure the chat widget and email triage with your tone, hours, and handoff rules for unknown or sensitive requests.

  3. 3
    Day 2

    Test handoff to inbox

    Run sample questions. Confirm complaints and out-of-scope intents route to your shared inbox with full conversation context.

  4. 4
    Day 3

    Go live

    Embed the chat widget and forward your support email. The AI answers common questions during business hours.

  5. 5
    Week 1

    Monthly review

    We review missed questions and tune responses. Handoff rules are refined based on real conversations.

Lead Agent

$199/mo

  1. 1
    Day 0

    Sign up + connect CRM

    Submit intake and grant CRM access (HubSpot or Pipedrive). We map lead stages, owners, and routing rules.

  2. 2
    Day 1-2

    Build capture flows

    Web chat and SMS flows are configured with qualification questions and immediate follow-up sequences.

  3. 3
    Day 2-3

    Set rep handoff rules

    Qualified leads alert the assigned rep via CRM + SMS/email within minutes. Unqualified leads are nurtured automatically.

  4. 4
    Day 3

    End-to-end test

    Simulate a lead from first message to CRM handoff. Target: rep notified and can take over in under 5 minutes.

  5. 5
    Day 4

    Go live + weekly reporting

    Lead capture goes live on web and SMS. You receive the first weekly performance report with qualified lead count.

Solution Suite

$299/mo

  1. 1
    Day 0

    Sign up + connect systems

    Submit intake, connect CRM, calendar, and voice line. We map on-call rotation and urgent escalation paths.

  2. 2
    Day 1-2

    Configure all channels

    Web, email, SMS, and voice receptionists are set up with unified context so a conversation can move across channels.

  3. 3
    Day 2-3

    Booking + urgent handoff

    Calendar booking is enabled and urgent intents route to the on-call rotation. Voice calls hand off to a live line when needed.

  4. 4
    Day 3

    Stress-test scenarios

    Test after-hours urgent calls, same-day booking requests, and multi-channel continuity. Verify handoff speed and data accuracy.

  5. 5
    Day 4

    Go live 24/7

    AI receptionist answers around the clock. Priority tuning and optimization continue in the first 30 days.

Ready when you are

Start with the 3-minute fit quiz.

You'll get a plan recommendation and a structured intake link — no sales call required.

Click to speak to our AI Receptionist