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DELIVERY MODULE About 1 week

Aircall Addon・Account and User Setup

Set up an Aircall account for up to 10 users, covering company settings, users and roles, teams, call tags and AI Assist, with every user tested.

Delivery module

AU$480

About 1 week

Enquire About This Module Enquire About This Module

What this module actually does

Included

Client has every user invited, logged in and set up with the right role.
Client has teams that ring in the agreed way on the existing call flow.
Client's agents can tag calls, and AI Assist produces summaries for licensed users.

Not included

More than 10 users or 2 teams
Aircall licences, plan changes and billing, which the account owner manages with Aircall
Building call flows, business hours, phone menus or greetings (Aircall Implementation・Core or Call Flow & IVR Redesign)
AI Assist topic and tag tuning (AI Assist Setup)
Buying or moving phone numbers (Number Porting and Go-Live)
Connecting Aircall to HubSpot or other tools
Live team training (Team Training and Handover)

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

An Aircall account on your chosen plan, with King Henry added as an Admin, needed before Company Settings
Whether calls should be recorded, needed before Company Settings
List of users with name, email address and role, needed before Users and Roles
Who sits in each team and how calls should ring them, needed before Teams and Ring Order
The call tags you want and whether tagging should be required after every call, needed before Call Tags
Which users have AI Assist licences, needed before AI Assist Check
Each user available for a few minutes to log in and take a test call, needed before User Testing

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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