Did You Know You Can Bundle Custom-Trained AI Agents Into Your SaaS Plan?

Introduction to Bundling AI Agents in SaaS Plans

If you’re looking to boost the value of your SaaS offerings and increase your monthly recurring revenue, HighLevel has an exciting feature you should know about. You can now bundle custom-trained AI agents directly into your SaaS plans. This means your clients get immediate access to Voice AI or Conversation AI agents as soon as they purchase your plan—streamlining onboarding and delivering instant value.

Here’s how you can do it in just four easy steps:

Set Up Your Voice AI Agents

First, navigate to the sub-account where you’ve already created your AI agents. Make sure each agent has a knowledge base, custom prompts, and bot actions in place. This foundational setup ensures your agents are fully trained and ready to go.

Create a Snapshot with AI Agents

Head over to the Agency View and open the Account Snapshots section. Create a new snapshot using the sub-account with your AI agents. Include the relevant assets: Voice AI agents, knowledge bases, and optionally, Conversation AI bots, funnels, dashboards, and more. This snapshot captures everything you’ll need to bundle.

Configure Your SaaS Plan

In the SaaS Configurator, choose the plan where you want to include the AI agents (like your Premium plan). Click “Edit Details,” go to “Features,” and attach the snapshot you just created. Once linked, this ensures new clients who purchase the plan receive these AI tools instantly.

Deliver Enhanced Value Automatically

With the snapshot linked to your SaaS plan, clients will get pre-trained AI agents deployed into their sub-account automatically upon signup. This boosts the perceived value of your plan and justifies a higher price point—all while simplifying delivery on your end.

Bundling AI agents into your SaaS plan is a smart way to scale value without increasing workload. Start offering more with less hassle today!

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