AI Agents That Answer, Qualify, Follow Up, Report, & More
We set up managed AI agents for your website, CRM, sales follow-up, customer questions, and reporting, with your team in control of the important decisions.
Built to plug into the same website, CRM, hosting, and marketing systems imFORZA already manages for small and mid-sized businesses.
What is an AI Agent Service?
An AI Agent service sets up a specific assistant to do a defined business job: answer a website question, qualify a customer message, route a lead, draft a follow-up, summarize a conversation, update a CRM task, or prepare a plain-English report. The value comes from the setup, the business context, the handoff rules, and the ongoing monitoring, not from turning on a generic chatbot.
You Can Buy AI Tools Directly. We Build the Business System Around Them.
Ava-style service agents, HubSpot Breeze, Intercom Fin, Manus, Claude Code, Codex, Perplexity, ChatGPT, Claude, Gemini, and similar tools can all be useful. The question is not whether to use a tool. The question is which tool fits the job, what needs to be configured, and where the business still needs imFORZA to connect the workflow, source of truth, Basic handoff rules, reporting, and approval rules.
Purpose-Built AI Tools
Useful for research, drafting, coding, browsing, analysis, and one-off productivity. The owner still has to define the workflow, upload the right context, check the output, connect the CRM, and decide what happens next.
imFORZA AI Agent Plans
Built around a business outcome: customer messages answered, leads qualified, next steps routed, CRM records updated, reports prepared, and people pulled in when needed.
Tool Examples
Ava, HubSpot Breeze, Intercom, GoHighLevel, Shopify support tools, Manus, Perplexity, ChatGPT, Claude, Gemini, Claude Code, and Codex can be part of the toolkit. The plan is not tied to one vendor unless the quote calls that out.
You Do Not Need HubSpot or a Personal AI Subscription to Start
HubSpot is often the cleanest fit, but it is not mandatory. What the assistant needs is a reliable place to read approved business information, log customer activity, notify the right person, and report what happened.
System of Record
A CRM, helpdesk, inbox, spreadsheet, or workspace where customer messages, tasks, ownership, notes, and reports can live. If you do not have one, we can include a light CRM setup before launch.
Implementation Path
We choose the right setup: platform-native agent, automation-layer workflow, or OpenClaw-style operations layer for more advanced systems.
Software Access
No personal ChatGPT, Claude, Gemini, Perplexity, or Manus subscription is required by default. Required software, AI credits, voice minutes, SMS, and API usage are quoted or passed through.
Your AI Tools Need a Job, a Brain, and a Handoff
You can buy AI tools directly. The hard part is making them know your business, follow your rules, connect to your systems, and stop when a person should take over. That is the work we handle.
The Job
What should the assistant do, and where should it stop?
The Brain
What approved information should it read from?
The Handoff
Who gets notified, what gets logged, and when does a person step in?
The Four Layers Behind Every Useful AI Assistant
Every plan is built around the same operating logic: context, workflow, connections, and improvement.
Business Context
We turn your services, offers, FAQs, pricing guidance, policies, proof, and voice into a usable source of truth.
Workflow Design
We define the trigger, questions, next steps, routing rules, approval points, and failure paths.
Tool Connections
We connect the assistant to the right website, CRM, calendar, inbox, form, support, or reporting tools.
Monitoring and Improvement
We review real conversations, fix weak answers, update the knowledge source, and improve the workflow over time.
Choose the AI Agent Plan That Matches the Job
Start with a focused lead response assistant, move into a sales and service system, or build a governed operating layer when the business is ready for a deeper AI setup.
AI Agent (FRONT DESK)
A business that needs one simple customer-facing job configured and monitored.
$999 setup +
$299
/month
This includes:
- One focused assistant, tool, or workflow
- One channel or workflow
- One approved source of truth
- Tool-fit recommendation
- Basic handoff rules
- Launch QA
- Monthly check-in
AI Agent (OPERATIONS)
A business that wants a governed AI operating layer across marketing, sales, service, and reporting.
$7,499+ setup +
$1,999+
/month
This includes everything in Sales and Service, plus:
- Two to four connected assistants
- Up to five integrations
- Shared business brain
- Approval gates
- Monthly reporting
- Quarterly roadmap
Compare the Three AI Agent Plans
Front Desk
Sales & Service
Operations
Setup price
$999
$2,499
$7,499+
Management
$299/mo
$749/mo
$1,999/mo+
Assistants or workflows
1
2-3
3-5
Included integrations
Up to 2
Up to 4
Up to 6
Basic handoff rules
Basic
Expanded
Advanced
Sales follow-up
No
Yes
Yes
Reporting assistant
No
Basic
Advanced
Approval gates
Basic
Expanded
Advanced
Add Voice, Commerce, HubSpot Breeze, or Reporting When the Workflow Needs It
Some businesses need one focused assistant. Others need voice, Shopify commerce answers, HubSpot Breeze setup, a stronger knowledge base, or a recurring executive brief. We keep those as add-ons so your plan stays clear, and we avoid custom scope when a purpose-built tool can handle the job.
Voice Agent Pilot
Inbound phone answering or appointment capture with capped usage.
Shopify Commerce Agent
Product, order-status, policy, review, offer, or commerce FAQ work.
HubSpot Breeze Setup
Configure compatible HubSpot AI features and credit settings.
Knowledge Base Buildout
Build approved service, policy, FAQ, pricing, and support content.
Executive Briefing Agent
Recurring plain-English brief from CRM, website, analytics, and campaign activity.
What Happens After You Choose a Plan
A practical implementation flow keeps the system controlled before it ever touches a customer conversation.
Define the Job
Define what the assistant should do and where it should stop.
Build the Brain
Organize approved services, offers, FAQs, policies, proof, and voice.
Connect the Tools
Connect the website, CRM, calendar, inbox, form, support, or reporting tools.
Test the Handoffs
Run real scenarios, test edge cases, and confirm escalation.
Improve the System
Review usage, update knowledge, tune responses, and recommend the next workflow.
Built From the Same System We Use to Run imFORZA
We use AI assistants inside our own operations for research, drafting, reporting, visibility checks, and workflow support. The client version is intentionally more controlled: clear jobs, approved knowledge, human handoffs, and plain reporting.
8,500+
clients served since 2010
81,000+
projects completed
98.3%
lifetime client retention
100%
Built around websites, CRM, hosting, content, reporting, and real business workflows
Questions Clients Will Ask Before Choosing an AI Agent Plan
Is this just a chatbot?
No. A chatbot is one interface. An AI assistant has a defined job, approved knowledge, connected tools, handoff rules, and monitoring.
Which plan should I choose?
Choose FRONT DESK if you need one simple customer-facing AI workflow configured and monitored. Choose SALES & SERVICE if you want qualification, follow-up, booking or routing support, CRM notes, and reporting. Choose OPERATIONS if you want a governed AI layer across multiple parts of the business.
Do we need HubSpot?
No. HubSpot is often the cleanest fit, but we can also work with Salesforce, Zoho, GoHighLevel, Shopify, Intercom, Zendesk, Airtable, Google Workspace, Zapier, Make, n8n, or another approved system. A reliable system of record is required before launch.
Is this an OpenClaw or Hermes setup?
Not by default. OpenClaw (or Hermes) is the reference model for the highest tier. Some clients may need an OpenClaw-style operations layer. Others are better served by HubSpot, n8n, Zapier, Make, Intercom, GoHighLevel, Shopify, or a lighter managed setup.
Do we need a ChatGPT, Claude, Gemini, Manus, or Perplexity subscription?
No personal AI subscription is required by default. Production agents should run through business software, native AI features, or API billing so ownership, permissions, usage, and offboarding stay clear.
How is this different from Manus, Claude Code, Codex, or Perplexity?
Those tools are useful workbenches. Ava-style tools, HubSpot Breeze, Intercom, and similar platforms can also be strong fits for specific jobs. Our plans help choose and configure the right tool, then add approved knowledge, Basic handoff ruless, human fallback rules, reporting, and monthly improvement where needed.
Can the assistant make decisions for us?
Only inside approved rules. People approve important moves, especially outbound messages, pricing, quotes, sensitive customer issues, and CRM changes that could affect reporting.
Can you build a voice agent?
Yes, as an add-on. Voice should start as a capped pilot with clear scripts, handoff rules, usage limits, and pass-through phone or platform costs.
Will this replace a staff member?
No. The goal is to help your team respond faster, handle repetitive questions, keep the CRM cleaner, and see what needs attention. People still make the important calls.
What access do you need?
We usually need website/CMS access, CRM or system-of-record access, form or chat access, calendar access where relevant, approved service and policy content, and a named human owner for handoffs.
What happens if the assistant gives a bad answer?
We define fallback rules before launch, monitor real usage after launch, and tune weak answers. The assistant should escalate when it is unsure or when a conversation crosses a protected line.
Ready to Put AI to Work Without Losing Control?
Pick the plan that matches the job you want the assistant to do. If you are not sure, start with a short audit and we will recommend the right fit.
Recommended Path
AI Agent (SALES & SERVICE)
A business that wants leads answered, qualified, booked or routed, followed up with, and logged in the CRM.