How It Works
Stage 1
Discover
We map the exact workflow the agent will handle — where it starts, what decisions it needs to make, and what “done” looks like. This is where scope gets locked so the build phase has no surprises.
Typical timeline: [PLACEHOLDER — confirm, e.g. “3–5 business days”]. Who’s involved: your team lead for the workflow being automated + our discovery lead.
Stage 2
Build
We build the agent and wire it into the real systems it needs — your CRM, calendar, inventory, whatever the workflow touches. You see progress checkpoints, not a black box that reappears weeks later.
Typical timeline: [PLACEHOLDER — confirm, e.g. “1–4 weeks depending on tier”]. Who’s involved: our build team + your systems admin for access/permissions.
Stage 3
Deploy
We test the agent against real scenarios before it ever talks to a customer, then ship it live and hand you documentation on exactly what it does and how to adjust it.
Typical timeline: [PLACEHOLDER — confirm, e.g. “2–5 business days”]. Who’s involved: our build team + your rep who’ll work alongside the agent day-to-day.
Stage 4
Support
If you’re on Managed AI Support, we review agent performance monthly, tune it as your systems evolve, and respond fast if something breaks — so performance doesn’t quietly drift after launch.
Ongoing: monthly cadence, incident response as needed. Who’s involved: our support team + whoever owns the agent’s workflow on your side.