Discovery
Understand what happens today.
We ask about customers, call patterns, team capacity, missed inquiries, existing tools and the outcome that would make a difference.
What you leave with: A short business brief and prioritized problems.
Consultation, R&D and custom setup
Your agreed setup scope includes consultation, R&D, configuration, testing and onboarding. Any standalone discovery fee is quoted before booking, with its treatment against a later setup stated in your proposal.
View setup ranges and monthly care ↗CONSULTATION & R&D
First, understand.
Then, build with purpose.
Research and development is how we turn “we need AI” into a useful business workflow. We investigate the fit, design the process and test before asking you to rely on it.
Plan my automationTHOUGHTFUL SETUP. CLEAR EXPECTATIONS.
Your knowledge.
Our process.
You understand your customers and the standards your business needs to meet. We help translate that into conversations, connected tools and practical controls.
Research & feasibility
Find out what can actually connect.
We review the proposed tools, access requirements, integration options and difficult cases. We distinguish a standard setup from work that needs custom development.
What you leave with: A feasibility assessment, assumptions and known limitations.
Workflow & conversation design
Agree what the agent should say and do.
Together we define approved answers, questions, routing, confirmations, permissions and human approval points.
What you leave with: An agreed workflow and conversation scope.
Proposal & configuration
Know the scope and cost before activation.
Confirm setup work, usage pricing, third-party services, responsibilities and the conditions for going live. We then configure the agreed systems.
What you leave with: A scoped proposal and configured test workflow.
Testing & pilot
Prove the ordinary and the unexpected.
Test routine inquiries, unavailable staff, missing information, duplicate actions, low credit and unavailable integrations. Review the outcome with your team.
What you leave with: A pilot review and an activation decision.
Review & improvement
Improve the workflow as your business changes.
Review real calls and exceptions, update approved information and consider the next useful workflow. The scope and cost of ongoing support are agreed in your service arrangement.
What you leave with: A clear next set of improvements, rather than uncontrolled changes.
Bring the real details.
Your business
Services, customers, hours, service area and the most common questions.
Your current process
How inquiries arrive, who handles them, where they get stuck and the tools involved.
Your boundaries
Budget range, important policies, privacy needs and actions you want to approve.
Use business-level examples. Do not send passwords, full payment details, medical records or confidential client files through the initial questionnaire.
Start my business brief