How to Choose the Right AI Agent Package
Match your automation needs to the right package - workflows, integrations, and support level.
Step-by-step guide
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Count your workflows
List every task you want automated. One workflow = one trigger-to-action sequence. Most businesses start with 2-5.
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Assess complexity
Simple workflows (data sync, notifications) need basic packages. Complex workflows (multi-step reasoning, approval chains) need professional.
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Count your integrations
Each tool connection (Gmail, HubSpot, WhatsApp) is one integration. More tools = higher package tier.
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Decide on managed care
Do you want ongoing optimization and support, or a one-time setup? Managed care includes monthly tuning and priority support.
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Calculate your budget
Compare the package cost against the hours currently spent on these tasks. Most businesses see 3-5x ROI within 3 months.
Key takeaways
- Start with the package that covers your top 2-3 workflows
- You can always upgrade as you identify more automation opportunities
- Managed care pays for itself in ongoing optimization and time saved on maintenance
Workflow Counting Framework
A simple method to identify and count your automation needs so you pick the right package size.
Complexity Assessment
Evaluate whether your workflows need basic automation or advanced reasoning to determine the right tier.
Integration Inventory
Map your tool stack to understand how many integration connections you need.
ROI Calculator Context
Understand how to evaluate package cost against the value of automated hours.
Growth Planning
Choose a package that fits today while leaving room to grow as you discover more use cases.
Managed Care Decision
Understand when ongoing managed support is worth the investment vs one-time setup.
FAQ
Can I change packages later?
Yes. Upgrades are seamless - your existing configuration carries over. Downgrades are also possible if your needs change.
What's included in managed care?
Monthly optimization reviews, priority support, configuration updates when your tools change, and proactive recommendations for new automation opportunities.
What if I'm not sure how many workflows I need?
Start with the package that covers your top 2-3 use cases. Most businesses discover additional automation opportunities after the first month.
Find your fit
Explore packages and configure your setup.