Start with a bounded job
Common starting points include answering questions from approved business information, collecting the details needed to qualify an enquiry, routing requests and preparing a summary for a staff member. These are examples of possible project scopes, not promises of existing integrations.
We define what the assistant can say or do, when it should ask a question and when it should hand over. Payments, consequential decisions and sensitive changes need the controls agreed during discovery.
Connect the whole workflow
A conversation is only one part of the job. We assess how information reaches your existing tools, how duplicate records are handled and what happens when an integration fails. Access depends on the APIs and permissions available in your systems.
The design can include approved knowledge sources, action logs, staff review, escalation and a visible path for people who want to speak to a human.
Measure performance before expanding
A pilot should track completion, handovers, response quality and the staff time needed to correct mistakes. We test representative cases, including missing information and questions outside the agreed scope.
We can then use the evidence to decide whether to expand, refine the workflow or choose a simpler approach. Book a free consultation to explore a first use case.