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Setup Policy

Setup Policy for AssistFlow AI & Social Media Support Systems

We provide a seamless and efficient setup process to ensure that your AssistFlow AI system, social media integrations, and live support panels are up and running in a matter of days. Below is the detailed setup policy that outlines the necessary steps, required documentation, and timelines for a smooth integration.

Initial Setup Requirements:

  1. Before the system installation begins, we will require the following documentation and information:

  2. Phone Line Integration:
    A dedicated phone line or existing phone line setup (if applicable) for AI call center integration. We will need access to your phone service provider's details to configure the system.

  3. Documentation and Company Information:
    To ensure the system is tailored to your company, we will need the following details:

  4. Company Name

  5. Business Email

  6. Company Logo (optional)

  7. Contact Information (including phone numbers and email addresses)

  8. API Credentials and Access:
    Provide API credentials for any CRM or other third-party tools (Salesforce, HubSpot, etc.) you wish to integrate with AssistFlow AI. This ensures smooth synchronization with existing data sources.

  9. Excel Data for Customer Information:
    For an effective setup, we may require an Excel sheet containing your customer data, such as names, emails, phone numbers, and any other necessary details that will help automate the ticket management process.

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   Setup Process:

  1. Step 1 - Data Integration:
    Once we receive the necessary information, our team will integrate your company’s data (phone numbers, emails, customer lists) into the AssistFlow AI system. This will enable the system to recognize incoming customer data and route it to the appropriate departments.

  2. Step 2 - System Configuration:
    After integrating your data, we will configure the following:

  3. AI-powered Ticketing System: The system will be set up to automatically create and assign tickets based on incoming calls, chats, and social media interactions.

  4. Social Media and Live Support Panel: The setup will include integration with social media channels (Facebook Messenger, Instagram DM, WhatsApp, Telegram) and the Live Chat System through panel.assistflow.ai.

  5. Step 3 - Customization:

  6. We will customize the system based on your preferences, ensuring that ticket assignment, routing, and notifications are aligned with your business needs.

  7. Custom email and SMS notifications will be configured for both customers and your support team.

  8. 3. Setup Timeframe:

  9. Standard Setup:

  10. The typical setup time is 1-3 business days, depending on the complexity of your integrations and the volume of data provided.

  11. For phone line integrations, additional time may be needed to finalize configuration with your telecom provider.

  12. Testing & Confirmation:

  13. Once the setup is complete, we will conduct thorough testing to ensure all systems (AI, social media, live support, ticketing) are functioning as expected.

  14. You will receive confirmation and a demo of the fully integrated system.

  15. 4. Support and Ongoing Maintenance:

  16. Dedicated Support:

  17. After setup, your team will have access to 24/7 support through our help desk at desk.assistflow.ai, where you can submit issues or inquiries related to your support system.

  18. Regular Updates:

  19. We provide regular updates to improve system functionality and add new features. We will notify you when updates are scheduled or if new features are available for integration.

  20. 5. Costs and Payment:

  21. Initial Setup Fee:

  22. There is a one-time setup fee of $299 for the integration of AI, social media, and live support systems.

  23. Monthly Subscription:

  24. Following the setup, the monthly subscription fee for ongoing access to the AssistFlow AI platform and related support features is $99/month for each platform (AI chatbot, social media integrations, live support, etc.).

  25. 6. Additional Services and Customization:

  26. Custom Integrations:
    If you require additional integrations, such as linking with other third-party platforms or bespoke customization, we offer these services for an additional fee, based on the complexity of the integration.

  27. Subdomain Setup:

  28. If you need a custom subdomain (e.g., support.yourcompany.com), there is a one-time fee of $199 for setup.

  29. 7. Getting Started:

  30. To begin the setup process, please provide the required information and documentation as outlined above. Once we receive all necessary data, we will confirm the next steps and schedule the installation.

  31. Ready to get started?
    Contact us today and we’ll start the setup process for your AssistFlow AI solution.

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