AI agent bots
Bot care plan
After the included period: monitoring, fixes and changes for one bot, so it keeps working as your systems and documents change.
$290 per bot, per month
AI agent bot, standard
One bot for a task that crosses two systems or handles varied documents, with exception handling and a review queue for your team.
AI agent bots
What is included
- One bot for one task across up to two systems
- Handling of different document layouts and exceptions
- A review queue for items the bot is unsure about
- Unlimited changes and updates for 6 months after launch
- Logs and a weekly summary of what the bot did
What a bot does
A bot takes over one repetitive task a junior team member does today, such as typing data from emails and PDFs into a system, processing invoices and forms, sorting an inbox, assembling a weekly report, updating a CRM or ERP, matching records or booking appointments. It works through the same screens or interfaces your people use, follows rules you agree with us, and hands anything unusual to a person.
Examples
- Read supplier invoices from a mailbox and enter them in your accounting system
- Sort and tag a shared inbox, and draft replies for a person to approve
- Assemble a weekly sales or operations report from several systems
- Match bank lines to ledger entries and list the exceptions
- Update CRM or ERP records when a form is submitted
What unlimited changes covers
For 6 months after launch you can ask for as many changes as you need to the same task: adjust rules, fields and formats, handle new document layouts, and add steps within the task. A completely new task is a new bot.
Security
- The bot gets the least access its task needs, with its own account, never a person's login
- A person approves anything involving money, customer messages or deletions
- Every action is logged so you can see what the bot did and when
- You can pause or switch off the bot at any time
Delivery
About 3 to 4 weeks from the day we have your sample files and access.
Delivery
About 3 to 4 weeks.
Good to know
What counts as one bot?
One bot automates one task from start to finish. If the work is a different task, it is a different bot. Count your tasks and set the quantity.
What happens when the included period ends?
The bot keeps working. If you want changes and monitoring after that, add the Bot care plan per bot per month. It is optional.
Testing of any kind happens only inside a written scope and rules of engagement that you sign before work begins. See all services.
Often bought together
AI agent bots
Human-approval workflow and audit log
A review step where a person approves what a bot proposes (payments, messages to customers, deletions), with a full audit log of every action.
$1,500 fixed fee
AI agent bots
Extra system connection for a bot
Connect a bot to one more system than its package includes, such as accounting, CRM, ERP, ticketing or a document store.
$1,200 per integration