AI Installs and Integration

Pricing

Price depends on the number of tools, triggers, and users. You get a clear quote before work starts.

Popular AI Workflows

• AI reply helper inside the CRM for email and text
• AI website or chat widget assistant that answers common questions
• AI call or meeting summary that writes notes into the CRM
• AI inbox triage that drafts replies and tags messages
• AI lead notes that turn free text into clean fields and tags

You pick one or more workflows. Ooyo installs, connects, and tests them inside your stack.

What You Get

Execution

• AI tools installed inside your CRM, chat, or email system
• Templates written in plain language your team understands
• Buttons and triggers labeled so staff uses them on day one

Audit

• Review current tools, forms, and message flow
• Check where staff repeats the same manual work
• Identify the safest places to drop in AI replies and summaries

Setup

• Connect AI provider accounts to your CRM or platform
• Install standard prompts for replies, summaries, and data cleanup
• Set triggers for new leads, tickets, calls, or chats
• Map AI outputs to fields, notes, and tags

Fix

• Remove old or broken AI widgets and scripts
• Clean conflicting triggers and tags
• Shorten long prompts and messages
• Adjust routing so AI never sends messages to the wrong contact

Quality Check

• Run test leads and tickets through each workflow
• Check response quality and tone against your brand
• Verify notes and tags land in the right place
• Confirm staff can edit AI text before it goes out when needed

Process

1. Short intake form gathers access, goals, tone, and tools.
2. Ooyo installs AI workflows inside your CRM or platforms.
3. A checklist prevents missed steps and conflicts.
4. You receive a short guide and a report with screenshots and changes.

Best Fit Platforms

• GoHighLevel
• HubSpot
• Pipedrive
• Zoho
• Keap
• Google Workspace
• Microsoft 365
• Slack
• WordPress
• Shopify

Other tools are possible when you provide admin access and a clear goal.