Six steps, and nothing skipped
From a thirty-minute call to a live system, then the part most people leave out — watching real conversations and tightening what they reveal.
- DiscoveryA thirty-minute call
- ScopingWe define exactly what gets built, which systems it connects to, and what the agent should and shouldn't handle
- BuildThe agent, automation, and integrations are built, grounded in your content and connected to your systems.
- TestingTested against real scenarios, including the awkward ones, before it touches live traffic.
- LaunchThe system goes live and your team knows how handoffs and escalations work.
- RefinementReal conversations reveal gaps
The process, step by step
01Discovery
A thirty-minute call. We map how inquiries reach you, what happens to them, where time is lost, and what tools you already run on.
You’ll need: Thirty minutes and an honest account of where inquiries go today.
02Scoping
We define exactly what gets built, which systems it connects to, and what the agent should and shouldn't handle. Pricing and timeline are set here.
You’ll need: A decision on scope, and the list of systems we'll connect.
03Build
The agent, automation, and integrations are built, grounded in your content and connected to your systems.
You’ll need: Access to those systems, and whatever content already exists — intake scripts, FAQs, policies, service descriptions.
04Testing
Tested against real scenarios, including the awkward ones, before it touches live traffic.
You’ll need: Someone on your side to try to break it.
05Launch
The system goes live and your team knows how handoffs and escalations work.
You’ll need: A short walkthrough with the people who take the handoffs.
06Refinement
Real conversations reveal gaps. We monitor and tighten as they surface.
You’ll need: Anything your team notices in the first weeks.
Two things we won’t do
We don't quote before we understand the work
A chat agent on a website and a voice agent wired into a property management system with multi-step automation are different projects with different costs. Pricing is scoped after discovery, not before it.
We don't let an agent improvise
Agents answer from a knowledge base built out of your own material. Scope boundaries are set during the build, and escalation paths to a person are defined before launch.
Book a discovery call
Thirty minutes. We’ll map where your inquiries are going and tell you plainly whether this is worth building.