Running Siena as a service, AI Agents

Siena Agency Implementation, Building E-Commerce Support Retainers

Learn how to deploy Siena's AI customer service automation across e-commerce clients as a managed retainer service. This course covers bundling the platform license with per-ticket pricing, configuring brand voice across Shopify and Zendesk, setting up native order tracking, and delivering monthly quality reports to justify recurring revenue.

Open the decision record for Siena

What does running Siena for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
Not published (enterprise plan requires contact vendor)
Time to first value
days (published time-to-value)
Payback
Not modeled (no pricing or cost data provided)
Guided implementation
8 hours

Is Siena worth running as a client service?

Siena offers powerful e-commerce CX automation but requires enterprise pricing and integration expertise. The evidence supports its functional value but does not specify agency economics.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • Siena account (enterprise plan)
  • Shopify store access for client
  • Zendesk admin access
  • Yotpo account
  • Recharge subscription management access

People and inputs

  • E-commerce platform API credentials
  • Brand voice guidelines and customer language samples
  • Product catalog data (for recommendations)
  • Trained staff for Siena implementation and AI persona tuning

Estimated investment: Enterprise pricing not published; setup complexity is medium, so plan for several hours of setup per client.

Included with the course

7 working documents for delivering this service.

  • Siena Retainer Pricing Calculator (Shopify + Zendesk)worksheet
  • Brand Voice Configuration Checklist for AI Agentschecklist
  • Monthly Client Reporting Template (Quality Scores + Insights)template
  • E-Commerce Client Onboarding SOP (Order Tracking Setup)sop
  • Conversation Quality Scoring Guide for Client Reviewsguide
  • Review Management Service Proposal Templatetemplate
  • Carrier Integration Verification Checklist (2000+ Carriers)checklist

Listed by name. These documents are not yet published as individual downloads.