AI Agent Order and Management Platform
Budget: $250 – $750 USD
Specification of a Platform for Ordering a
Creating AI Agents for Businesses
1. Main Functionalities
1.1. Ordering AI Agents by Clients
● Intuitive Order Form: The client fills out a form specifyin
○ Agent's Purpose: e.g., process automation, data analysis, system
integration, customer service (chatbots).
○ Technical Requirements: e.g., API integration, structured and
unstructured data processing, workflow automation, natural langua
processing (NLP) support.
○ Platform Preferences: The client can indicate a preferred platform
(RelevanceAI, Make.com, n8n), but the final decision is yours to ensu
an optimal solution.
● Order Progress Tracking: The client gains access to a customer panel to track
the order status, communicate with the team, and review progress reports.
● Automatic Quotations: The system generates a preliminary quote based on
the provided requirements.
1.2. Creating Offers for Clients
● Public Offers:
○ Ready-Made Packages: Offers such as "Marketing Automation Agent,"
"Sales Data Analysis Agent," "Customer Service Chatbot."
○ Offer Details: Each offer includes a description, price, estimated
delivery time, sample applications, and business benefit
○ Demos and Case Studies: Each offer comes with examples of
applications and references from previous clients.
● Private Offers:
○ Customized Offers: Ability to create individual offers tailored to specif
clients' unique needs.
○ Client-Exclusive Offers: Each offer is assigned to a specific client and
only visible to them.
● Payment System Integration: stripe.com
● Integration with Upclick.com: For project management.
● Installment or Subscription Payments: Options for clients.
1.3. Team and Project Management
● Adding Users:
○ Ability to add team members (developers, analysts, designers, project
managers).
○ Role and Permission System: Administrator, Developer, Client, Analyst.
● Project Management:
○ Each AI agent is a separate project with assigned tasks, deadlines, and
responsible individuals.
○ Progress Tracking Tools: Kanban, schedules, automatic reports.
○ Integration with Project Management Tools: e.g., Jira, Trello, and
Upclick.com for client management.
● Client Communication:
○ Built-in communication system (chat, comments, notifications
○ Automatic notifications about project change
1.4. Creating and Copying AI Agent Templates
● Template Library:
○ Ready-made AI agent templates from platforms like RelevanceAI,
Make.com, n8n.
○ Templates are modifiable and customizable to client need
○ Template Categories: Automation, data analysis, chatbots, system
integrations.
● Agent Copying:
○ Function to copy existing AI agents for new clients, reducing delivery
time.
○ Ability to quickly adapt copied agents to new requirements.
2. Order Fulfillment Proce
2.1. Order Placement
● The client places an order via the platform's form.
● The system automatically assigns a team and platform (RelevanceAI,
Make.com, n8n) based on the client's requirements.
2.2. Agent Creation
● The team uses templates or creates the agent from scratch.
● Testing and optimizing the agent according to the client's requirements.
● Supporting the client in integrating the agent with their systems.
2.3. Delivery
● The agent is delivered to the client via:
○ RelevanceAI: Link to the agent or integration with the client's system.
○ Make.com: Sharing the scenario with editing capabilities.
○ n8n: Sharing the workflow with import options to the client's n
environment.
● Technical Documentation and Training: Provided to the client.
○ Technical documentation is available to the client only if they choose to
manage the platform independently. In the standard version,
documentation is primarily for the development team to enable
updates and development of AI agents and the platform. If the client is
interested in self-management, dedicated training will also be
prepared.
3. Additional Functionalities Enhancing Business Appeal
3.1. Client Needs Analysis
● AI-Driven Needs Analysis Tool: Suggests optimal solutions based on the
client's form responses.
● Recommendation Report: Provided to the client.
3.2. Pricing Models
● Flexible Pricing Models: One-time fee, subscription, pay-per-use.
● Price Calculator: Shows the client costs based on selected functionalities.
3.3. Post-Implementation Support
● After-Sales Care: Updates, optimizations, technical support.
● Future Expansion: Ability to add new features to the agent.
3.4. Integrations with Other Tools
● Integration with Popular Business Tools: CRM, ERP, marketing tools (to be
considered later unless the cost is low).
● Creating AI Agents: Operating within the client's ecosystem.
3.5. Reporting and Analytics
● Agent Performance Reports: Time savings, cost reductions, efficie
improvements.
● Real-Time Monitoring Tools: For tracking agent activities.
4. Technical Requirements
● Frontend: Modern user interface (React.js, Vue.js). This refers to the modern
look of the panel interface.
● Backend: Scalable architecture (Node.js, Python).
● Database: SQL (PostgreSQL) or NoSQL (MongoDB) depending on needs.
● Integrations: API for RelevanceAI, Make.com, n8n, Upclick, Stripe, PayPal.
● Security: Data encryption, two-factor authentication (2FA), GDPR compliance.
5. Business Value
● For Clients:
○ Faster and cheaper process automation.
○ Access to modern AI solutions without hiring specialists.
○ Flexible cooperation and payment models.
Creating AI Agents for Businesses
1. Main Functionalities
1.1. Ordering AI Agents by Clients
● Intuitive Order Form: The client fills out a form specifyin
○ Agent's Purpose: e.g., process automation, data analysis, system
integration, customer service (chatbots).
○ Technical Requirements: e.g., API integration, structured and
unstructured data processing, workflow automation, natural langua
processing (NLP) support.
○ Platform Preferences: The client can indicate a preferred platform
(RelevanceAI, Make.com, n8n), but the final decision is yours to ensu
an optimal solution.
● Order Progress Tracking: The client gains access to a customer panel to track
the order status, communicate with the team, and review progress reports.
● Automatic Quotations: The system generates a preliminary quote based on
the provided requirements.
1.2. Creating Offers for Clients
● Public Offers:
○ Ready-Made Packages: Offers such as "Marketing Automation Agent,"
"Sales Data Analysis Agent," "Customer Service Chatbot."
○ Offer Details: Each offer includes a description, price, estimated
delivery time, sample applications, and business benefit
○ Demos and Case Studies: Each offer comes with examples of
applications and references from previous clients.
● Private Offers:
○ Customized Offers: Ability to create individual offers tailored to specif
clients' unique needs.
○ Client-Exclusive Offers: Each offer is assigned to a specific client and
only visible to them.
● Payment System Integration: stripe.com
● Integration with Upclick.com: For project management.
● Installment or Subscription Payments: Options for clients.
1.3. Team and Project Management
● Adding Users:
○ Ability to add team members (developers, analysts, designers, project
managers).
○ Role and Permission System: Administrator, Developer, Client, Analyst.
● Project Management:
○ Each AI agent is a separate project with assigned tasks, deadlines, and
responsible individuals.
○ Progress Tracking Tools: Kanban, schedules, automatic reports.
○ Integration with Project Management Tools: e.g., Jira, Trello, and
Upclick.com for client management.
● Client Communication:
○ Built-in communication system (chat, comments, notifications
○ Automatic notifications about project change
1.4. Creating and Copying AI Agent Templates
● Template Library:
○ Ready-made AI agent templates from platforms like RelevanceAI,
Make.com, n8n.
○ Templates are modifiable and customizable to client need
○ Template Categories: Automation, data analysis, chatbots, system
integrations.
● Agent Copying:
○ Function to copy existing AI agents for new clients, reducing delivery
time.
○ Ability to quickly adapt copied agents to new requirements.
2. Order Fulfillment Proce
2.1. Order Placement
● The client places an order via the platform's form.
● The system automatically assigns a team and platform (RelevanceAI,
Make.com, n8n) based on the client's requirements.
2.2. Agent Creation
● The team uses templates or creates the agent from scratch.
● Testing and optimizing the agent according to the client's requirements.
● Supporting the client in integrating the agent with their systems.
2.3. Delivery
● The agent is delivered to the client via:
○ RelevanceAI: Link to the agent or integration with the client's system.
○ Make.com: Sharing the scenario with editing capabilities.
○ n8n: Sharing the workflow with import options to the client's n
environment.
● Technical Documentation and Training: Provided to the client.
○ Technical documentation is available to the client only if they choose to
manage the platform independently. In the standard version,
documentation is primarily for the development team to enable
updates and development of AI agents and the platform. If the client is
interested in self-management, dedicated training will also be
prepared.
3. Additional Functionalities Enhancing Business Appeal
3.1. Client Needs Analysis
● AI-Driven Needs Analysis Tool: Suggests optimal solutions based on the
client's form responses.
● Recommendation Report: Provided to the client.
3.2. Pricing Models
● Flexible Pricing Models: One-time fee, subscription, pay-per-use.
● Price Calculator: Shows the client costs based on selected functionalities.
3.3. Post-Implementation Support
● After-Sales Care: Updates, optimizations, technical support.
● Future Expansion: Ability to add new features to the agent.
3.4. Integrations with Other Tools
● Integration with Popular Business Tools: CRM, ERP, marketing tools (to be
considered later unless the cost is low).
● Creating AI Agents: Operating within the client's ecosystem.
3.5. Reporting and Analytics
● Agent Performance Reports: Time savings, cost reductions, efficie
improvements.
● Real-Time Monitoring Tools: For tracking agent activities.
4. Technical Requirements
● Frontend: Modern user interface (React.js, Vue.js). This refers to the modern
look of the panel interface.
● Backend: Scalable architecture (Node.js, Python).
● Database: SQL (PostgreSQL) or NoSQL (MongoDB) depending on needs.
● Integrations: API for RelevanceAI, Make.com, n8n, Upclick, Stripe, PayPal.
● Security: Data encryption, two-factor authentication (2FA), GDPR compliance.
5. Business Value
● For Clients:
○ Faster and cheaper process automation.
○ Access to modern AI solutions without hiring specialists.
○ Flexible cooperation and payment models.