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DELIVERY MODULE 5 to 6 weeks

Aircall Implementation・Scale

Sets up Aircall for up to 50 users and 5 numbers across several teams, with multi-level phone menus and time-based routing, AI Assist, call outcome mapping to HubSpot, SMS through HubSpot Help Desk, 3 HubSpot workflows and a call performance dashboard, supported by two team workshops and a validation call.

Delivery module

AU$4,960

5 to 6 weeks

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What this module actually does

Included

Aircall supports multiple teams with tested multi-level routing.
AI Assist delivers call summaries and sentiment insights, logged to HubSpot.
Customers can text the business, the team replies from HubSpot Help Desk, and missed calls and follow-ups create tasks or SMS automatically.
Supervisors use a HubSpot dashboard to monitor call performance and are trained to manage the system.

Not included

Custom API builds
AI Voice Agents
Advanced AI playbook development and scorecards
Complex workflow architecture beyond standard triggers
More than 3 workflows
More than 1 Help Desk SMS number
Ongoing support beyond one validation call
Data migration projects
Enterprise-grade routing logic (skill-weighted distribution, complex conditional branching)
Custom BI integrations or external reporting tools
AI Assist licence costs
More than 50 users
More than 5 numbers

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 Discovery Workshop
Attendees who can answer for each team, routing and reporting, needed before Discovery Workshop
Full team roster (up to 50 users) with names, email addresses, roles and team assignments, needed before User Setup
Business registration proof for new numbers, or a recent bill from your current provider for each number you are porting, needed before Number Provisioning
Wording for each phone menu level, after-hours and holiday messages and voicemail greetings, needed before IVR and Routing Configuration
AI Assist licences for the users who need them (included on the Aircall Professional plan) and agreement to record and transcribe their calls, needed before AI Assist Setup
Partner Admin access to HubSpot and the call outcomes you want to report on, needed before HubSpot Integration
A HubSpot subscription that includes Help Desk, and which number customers should text, needed before Help Desk SMS Connection
A HubSpot Professional subscription, the trigger for each of the 3 workflows and the wording for the automated SMS, needed before Workflow Automations
The metrics you want on the performance dashboard and who should see it, needed before Reporting Framework
Preferred dates and attendees for the admin and supervisor workshops, needed before Workshops

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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