AI AGENT SETUP FOR SMEs
We set up AI agents to capture enquiries, draft quotes and organise tasks. Your team reviews, approves and keeps the work moving through a clear workflow.
Setup from RM2,500. Software and usage costs are confirmed in your proposal.
YOUR BUSINESS. YOUR WAY OF WORKING.TRY THE OUTPUT
Change the quantity, generate a sample quote and approve it as a staff member. Watch the lead record, quote total and team task update as you go.
This sample calculates and updates records in your browser using fictional data. It does not run an AI model, send messages or connect to live systems.
Generate a quote to see the lead and draft appear here.
Example workshop flow. Actual prices and availability are confirmed by staff.
Select “Start simulation” to follow the workflow.
These are examples of workflows we can scope. Actual steps depend on your processes, available system access and approval requirements.
BEYOND ANSWERING MESSAGES
The practical difference is what happens after your customer asks a question.
Answers questions and guides conversations using the information it has been given.
“I'd like to book an air-conditioning service.”
REPLY“Here are our services. Please contact our staff to make a booking.”
Staff continue the booking process manually.
Interprets the request, uses systems it is authorised to access and carries out steps within the agreed scope.
Actions can be tracked. Staff can take over.
Some chatbots also have integrations and agent capabilities. We assess what the system can do, its permissions and how work gets completed. The label alone does not define its capabilities.
PACKAGES & PRICING
Each package has defined deliverables. Team size helps identify a starting point; processes and integrations determine the final scope.
One-time setup + monthly care. Software subscriptions, AI usage, hosting and paid messaging fees are charged separately. We provide cost estimates and confirm the scope before work begins.
One workflow is a flow with a defined trigger and outcome. For example: enquiry received → details collected → lead saved → salesperson notified. Refunds and monthly reports are separate workflows.
One system connection is an integration with one application or platform, using agreed permissions and functions. Integration complexity is assessed before quoting.
Agent counts refer to the functions being built, not staff replacements. Large application builds and ERP replacements are scoped separately.
| Monthly support | Micro | Small Business | Growth | Scale |
|---|---|---|---|---|
| Monitoring & error checks | Included | Included | Included | Included |
| Minor changes | 1 hour | 3 hours | 6 hours | 12 hours |
| Review with your contact person | Quarterly | Monthly | Monthly | Monthly |
| Target initial response | 2 business days | 1 business day | 8 business hours | 4 business hours |
Support is available Monday–Friday, 9am–6pm Malaysia time, excluding public holidays. Initial response means starting an assessment, not guaranteed resolution. Minor changes cover existing FAQs, templates and rules; unused hours do not roll over. New workflows are quoted separately.
DIFFERENT BUSINESSES. DIFFERENT WORKFLOWS.
Start with the work your team does every day. Choose an industry to explore an example workflow we can scope.
01Product enquiries, order records and delivery status checks through connected systems.
Enquiry → order record → follow-upExplore the workflow
02Capture the event date, guest count and menu preferences. Prepare a draft quote for the team to review.
Event request → draft quoteExplore the workflow
03Organise job details, booking requests and reminders. The person in charge knows which customers need a follow-up.
Enquiry → booking → reminderExplore the workflow
04Check service options and availability, capture booking requests and prepare appointment reminders.
Choose service → confirm appointmentExplore the workflow
05Capture the client brief, draft a proposal and prepare the handover after project approval.
Brief → proposal → project handoverExplore the workflow
06Organise course enquiries, class preferences and registration requests. Admin confirms places and payments.
Class enquiry → registration reviewExplore the workflow
07Capture SKUs and quantities, check stock records and prepare an order request for the team to confirm.
Stock request → order → dispatchExplore the workflow
08Turn confirmed orders into production tasks. Summarise progress, material shortages and overdue work.
Order → tasks → progress reportExplore the workflowStock photos illustrate the industries. These workflow examples are not customer case studies.
A different type of business? Tell us about it ↗CHOOSE THE WORK YOU NEED HELP WITH
Agents can be triggered by a schedule, a form or a record change. Your team does not need to start a chat for every task.
Capture prospect details, update records and remind salespeople who needs a follow-up.
When a new enquiry arrivesPrepare drafts using approved price lists and templates. Staff review them before sending.
When customer details are completeOrganise booking requests, prepare confirmations and manage reminders through connected channels.
When a booking is requestedCreate tasks from confirmed orders, notify the person in charge and flag overdue work for action.
When an order status changesDraft content in your brand voice or find guidance in internal SOPs. Choose the function you need most.
From a brief or a staff questionBring together data from connected systems so owners can see leads, progress and items needing attention.
On an agreed scheduleCLEAR PERMISSIONS & APPROVALS
We define what can run automatically, what needs review and when the agent should stop and ask for help.
WHAT YOU RECEIVE AFTER SETUP
Deliverables are defined in your scope. You can review what has been built, how your team uses it and who is responsible for each step.
Agreed workflows, system connections, user roles and approval steps.
A knowledge base, relevant templates and usage guidance for the functions built.
Normal and failure case reviews, training sessions and a function checklist for acceptance.
Example handover document. Actual contents depend on your package and project scope.
DELIVERED BY COURSERIX
Scope, timing, communication channels and responsibilities are confirmed in the project proposal before the initial payment.
WE SET IT UP. YOUR TEAM LEARNS TO USE IT.
You bring the business knowledge. We help map, build and test the workflow with the people who will use it.
Show us recurring work, sample documents and the points where things get stuck.
Agree on workflows, systems, a contact person, approvals and how to assess the output.
Set up the agent and integrations. Test normal cases, incomplete information and failures.
Start using the system, hand over guidance and stabilise the agreed work for 30 days.
A handover you can refer back to. Documentation, project-specific configuration and training are included. Primary accounts are registered to the customer where the platform allows. Data export depends on platform capabilities and third-party licences.
IF YOUR BUSINESS NEEDS MORE
Confirm the scope first so costs are clear.
CLEAR BEFORE WE START
Already using business software? Tell us its name and what your team does with it when we talk.
Review one business workflow ↗We can assess workflows in retail, e-commerce, food, catering, workshops, field services, salons, agencies, training, wholesale, logistics and production. Agent selection depends on recurring processes, data and available integrations. If your industry is not listed, share one process you would like to improve.
The scope can cover sales, admin, operations, content and reporting. Agents can work from forms, schedules or record changes. WhatsApp is one channel we can assess, rather than the whole service.
The agent runs the steps built for it, within agreed permissions and limits. We define automatic steps, staff approvals and how to take over when information is incomplete or a system fails. Actual capability depends on available integrations and data.
We first assess integration access, required functions and provider fees. Systems without suitable access may need another approach or additional scope. We cannot promise to connect every application.
A contact person, your current process, FAQs or SOPs, approved catalogues and prices, and suitable sample records for testing. System access is arranged through an agreed method. Do not send passwords in an enquiry chat.
Setup and care fees are shown separately. Software subscriptions, AI, hosting and messaging are separate usage costs. We provide estimates and usage limits before starting. WhatsApp automation uses available official integrations and is subject to provider terms.
Monthly care begins at launch. Setup payments are 50% to start, 30% after a working demo and 20% after acceptance and handover. Specific timing and terms are set out in the quote.
A content agent can assist with drafts and planning within its workflow. Video production, posting, page management, ad management and ad spend are scoped separately. AI video packages starting at RM360 per month can be discussed as an add-on.
We start with a requirements review and a proposed pilot. The displayed Scale price is a starting price for the stated scope. High usage, multiple branches or custom development require a separate quote.
START WITH REAL WORK
We'll look at how it flows, where it gets stuck and which steps AI could help with.
No lengthy brief needed. Start with these three details: