AI Packages — production-grade AI, scoped and shipped
Productized AI engineering for businesses past the experiment phase. Each package is a fixed-scope, fixed-price engagement with a defined timeline and a working production system at the end. CAD pricing.
Spark
Validate one AI use-case
First production AI deployment for a single, well-defined workflow.
+ $750 CAD / mo support & ops
Book a callPick one
- AI Chat Agent (web + 1 channel)
- OR AI Voice Agent (inbound, single use-case)
- OR AI Workflow Automation (single end-to-end process)
- Discovery + scoping workshop
- Production deployment
- 30 days hyper-care
Engage
Full client-facing AI front door
Replace the inbound experience — chat, voice, lead capture, qualification — end to end.
+ $1,750 CAD / mo retainer
Book a callIncludes
- AI Chat & Call Agents (omni-channel)
- AI Client Acquisition System
- Booking, qualification & routing
- CRM/Calendar integration
- Branded persona & voice training
- Reporting dashboard
- Monthly tuning + iteration
Operate
Automate the back office
Move the operational layer — HR, market research, content, design, BI — onto AI.
+ $3,500 CAD / mo retainer
Book a callChoose 3 of
- AI HR Automation & Talent Acquisition
- AI-Powered Market Research
- AI Content Marketing Automation
- AI Design Studio & Social Automation
- AI Analytics & BI Dashboards
- AI UGC + Video Production pipelines
- Cross-system integration & QA
Bespoke
Custom AI agents & proprietary systems
Multi-system AI architecture engineered to your specific stack and IP.
+ retainer scoped per engagement
Book a callIncludes
- Custom AI Agent Development
- Multi-agent orchestration
- Proprietary data pipelines & fine-tuning
- Production MLOps + observability
- SOC2/HIPAA-aligned configuration
- Dedicated engineering pod
- Quarterly executive review
The full AI Services catalogue
These are the building blocks the four packages above draw from. Any of them can also be bought à la carte — talk to us about scope and price.
AI Chat & Call Agents
Inbound + outbound conversational AI, omni-channel, branded persona.
AI Client Acquisition System
Lead capture → qualification → booking, fully automated.
AI Market Research
Competitive monitoring, trend detection, opportunity mapping.
AI HR & Talent Acquisition
Sourcing, screening, scheduling, onboarding workflows.
AI UGC Automations
Programmatic creator-style content at scale.
AI Video Production
Scripted, edited, brand-consistent video pipelines.
AI Design & Social Automation
Brand-consistent creative + scheduled distribution.
Custom AI Agent Development
Bespoke agents engineered to your specific workflows and data.
AI Analytics & BI
Executive dashboards on top of your operational data.
AI Content Marketing Automation
End-to-end content production and distribution.
AI Workflow & Process Automation
Cross-system automations replacing manual handoffs.
AI CRM & Sales Automation
Predictive scoring, next-best-action, pipeline intelligence.
What you actually get at each package
Each package is a fixed scope with a defined deliverable. Here is who buys it, what ships, and the ROI signal that tells you it worked.
Validate one AI use-case in production.
Spark — $4,500 + $750/mo
Who it’s for: The operator who has heard the AI pitch a hundred times and now wants a single working production system to prove the ROI before scaling. Typically: replace a high-friction manual process or capture leads after hours.
Pick one of these scopes
- AI Chat Agent — web chat + one additional channel (SMS, FB Messenger, or WhatsApp), with FAQ knowledge base and lead capture.
- AI Voice Agent (inbound) — single phone number, single use-case (e.g., after-hours intake, appointment booking, or tier-1 support).
- AI Workflow Automation — one end-to-end automated process replacing a manual handoff (e.g., proposal generation, intake-to-CRM, invoice reconciliation).
What ships
- Discovery + scoping workshop (half-day)
- Configured agent or workflow in production
- Integration with your existing CRM or comms tool
- Reporting on conversations / actions / conversions
- Knowledge base seeded from your existing content
- 30 days of hyper-care + monthly retainer for tuning
You graduate to Engage when: Spark has paid for itself, and you want to extend AI across all client-facing touchpoints, not just one.
Replace the entire inbound experience with AI.
Engage — $12,500 + $1,750/mo
Who it’s for: The growth-stage business where inbound volume now exceeds the team’s capacity to respond fast, qualify well, and book consistently. Typically deployed alongside Planext OS Growth or Pro tier.
What ships
- AI Chat & Call Agents — omni-channel (web, SMS, voice inbound, social DMs)
- AI Client Acquisition System — capture, score, qualify, route, book
- Branded persona + voice training (your tone, your script)
- Calendar integration with smart routing rules
- CRM bidirectional sync (Planext OS or HubSpot/Salesforce)
- Reporting dashboard — conversations, conversions, cost per booking
- Monthly retainer: ~10 hrs iteration + ops + retraining
Common deployment patterns
- Healthcare: after-hours booking, recall campaigns, no-show recovery
- Real Estate: instant property inquiry response, buyer qualification, showing scheduling
- Pro Services: discovery call qualification, retainer renewal outreach
- Finance: compliance-aware intake, document collection, tax-season triage
- Retail / E-com: pre-purchase Q&A, abandoned cart recovery, post-purchase support
You graduate to Operate when: the inbound front door is solved, and the next constraint is operational throughput — recruiting, content production, market research, internal reporting.
Move your operational layer onto AI.
Operate — $28,000 + $3,500/mo
Who it’s for: The mid-market firm whose growth is now constrained by hiring, content velocity, market intelligence, or executive visibility. Typically deployed alongside Planext OS Pro or Elite tier, or alongside an existing enterprise CRM.
Choose 3 of these tracks
- AI HR & Talent Acquisition — sourcing, screening, scheduling, onboarding
- AI Market Research — competitive monitoring + trend detection + briefing
- AI Content Marketing Automation — end-to-end content pipeline at brand-portfolio scale
- AI Design Studio & Social Automation — brand-consistent creative + distribution
- AI Analytics & BI Dashboards — executive reporting layered on operational data
- AI UGC + Video Production — programmatic creator-style content
What also ships across all tracks
- Cross-system integration so the tracks talk to each other (e.g., research feeds content)
- QA + governance framework — what AI is allowed to do, what requires human approval
- Adoption playbook for each affected team
- Monthly retainer: ~25 hrs iteration across all tracks + ops + model upgrades
- Quarterly executive review
You graduate to Bespoke when: off-the-shelf packages cannot reach the IP-specific or compliance-bound workflows you need automated.
Custom AI agents engineered to your stack and IP.
Bespoke — From $60,000
Who it’s for: The enterprise or category-leading operator with proprietary workflows, compliance constraints (SOC2, HIPAA, PIPEDA), or unique data assets. Typically deployed alongside Planext OS Elite tier or a dedicated enterprise stack.
What this includes
- Custom AI agent design + engineering (single agent or multi-agent orchestration)
- Proprietary data pipelines, embeddings, and (where appropriate) fine-tuning
- Production MLOps — versioning, observability, evaluation harness, rollback
- Compliance-aligned configuration (SOC2, HIPAA, PIPEDA, sector-specific)
- Dedicated engineering pod (PM + ML eng + integration eng)
- Milestone-billed delivery with executive checkpoints
- Retainer scoped per engagement — typically covers ongoing pod capacity
Typical engagements
- Healthcare network: multi-clinic patient triage agent with EHR integration
- Financial services: client portfolio analysis agent with compliance-aware output
- Multi-brand operator: brand-aware agent orchestration across portfolio
- Professional services firm: matter-aware research assistant with privilege controls
- Franchise group: franchisee-facing operations copilot with rollup reporting
This is the terminal AI Package tier. Above this, work moves into ongoing fractional CTO or AI-leadership engagements scoped separately.
How an AI Package engagement runs
Discovery
Half-day workshop to map current state, define success metric, and lock scope.
Build
Engineering, training, integration. You see weekly demos against the locked scope.
Launch
Production deployment, team training, hyper-care window for live tuning.
Operate
Monthly retainer covers ops, retraining, model upgrades, iteration.
Common questions before you buy
Direct answers to the objections we hear most often.
Why fixed-price packages instead of time-and-materials?
Time-and-materials engagements transfer scope risk to you. We absorb that risk on packaged scope so you know the cost before you start — and so we are incentivized to ship, not to bill hours. Truly novel scope (the Bespoke tier) is milestone-billed instead because the work itself is being defined as it progresses.
Do I need to be on Planext OS to buy an AI Package?
No. Packages integrate with HubSpot, Salesforce, Pipedrive, Zoho, Shopify, and most major operational systems. Planext OS clients get faster integration and lower retainer cost because the integration surface is smaller — but it is not a prerequisite.
What’s the retainer actually for? Is it a maintenance contract?
It is not a maintenance contract. AI systems degrade without active tuning — your business changes, your customer language changes, and the underlying models get upgraded. The retainer covers ongoing iteration on the deployed system, model upgrades when better ones ship, and a defined number of iteration hours per month. Without it, the system you launched becomes the system you have a year from now — and that is not what you bought.
What if I want to leave? Do I own the AI agents you built?
Yes. Custom-built agents, prompts, knowledge bases, and integration code are yours under a perpetual license. We hand over documentation, source, and credentials on exit. Standard production infrastructure (model API accounts, hosting) transfers to your accounts. We do not lock you to our retainer.
Why are these prices so much higher than buying ChatGPT Team or hiring a freelancer on Upwork?
ChatGPT Team is a chat interface, not a deployed production agent integrated to your CRM, your phone system, your calendar, and your knowledge base. A freelancer can build a demo. We ship a system that runs in production, handles real customer volume, has observability and rollback, and someone is accountable for it 90 days from now.
If your need genuinely is a chat interface for your team, buy ChatGPT Team. If you need a production AI system the business depends on, that is a different category of work.
Pair with the right software floor
AI Packages run great standalone. They run even better on top of a unified CRM and operations layer. Two adjacent product lines feed in.
SaaS Packages — Planext OS
Recurring software platform — unified CRM, pipelines, funnels, and AI-powered automations. Four tiers from $197 to Elite.
Explore SaaS Packages →IT Automation (Build)
Custom one-time builds with monthly retainer — bespoke workflows, integrations, and infrastructure engineered to your stack.
Explore IT Automation →