Agree the business case
Map the current process, volume, failure points and baseline cost. Choose one outcome we can measure: completed appointments, handling time, qualified opportunities or order throughput.
Delivery & security
Know what you’re buying.
Know how it will run.
An AI system earns its place when it works inside your business, has clear limits and can be operated by your team. These are the decisions we work through before production.
Discuss your requirements →Review our implementations →From scope to acceptance
A delivery process you can inspect.
Approve the scope and data flow
Define the tools, accounts, permitted data, model providers, approval points and exclusions. Agree acceptance tests, access requirements and the implementation quote before the build.
Test the difficult cases
Test representative inputs, ambiguous requests, missing data and provider failures. Check output quality, duplicate prevention, access boundaries, escalation and recovery against the agreed criteria.
Launch, hand over and measure
Validate with a limited rollout before expanding. Agree who monitors the system, what triggers an alert and how to pause or roll back. Compare outcomes against the original baseline.
Data and access
Your accounts. An explicit data boundary.
Owning the hosting account does not mean no data leaves it. If an external voice, AI or integration provider processes information, that path must be part of the design and your approval.
Map where data goes
Identify source systems, model requests, voice streams, storage, logs and third-party tools. Agree what can be transmitted, redacted or retained for the use case.
Limit what agents can do
Use scoped credentials and separate testing from production. Define which actions are read-only, which require confirmation, and which must always be escalated to a person.
Agree your compliance requirements
Residency, retention, contractual terms and regulated-data requirements vary by provider and deployment. Review the specific architecture and required agreements before sending sensitive information. We do not represent every configuration as compliant by default.
Commercial clarity
Clear ownership, costs and responsibilities.
The free first workflow
The audit and first workflow are free. During discovery, we agree a bounded workflow, integrations, test data, deliverables and acceptance criteria in writing. We identify any provider charges, support requirements and additional work separately, before you approve.
What you own
You own the custom code, workflows and business data we deliver under your agreement. Third-party products, models and reusable licensed dependencies remain subject to their own terms. We document the accounts and access needed to operate the system.
What support covers
Monitoring, response hours, incident handling, provider changes and further development belong in the support agreement. Discuss coverage and service levels before launch; a one-time build does not imply unlimited ongoing engineering.
Before you decide
Bring your technical and business questions.
On a discovery call, we can walk through a relevant architecture, discuss acceptance criteria and identify the due-diligence material needed for your project. Client-specific material is shared only where permitted.
A useful first-call agenda
- The workflow, its volume and current cost.
- The tools and data we need to connect.
- Failure cases, approvals and security requirements.
- Success criteria, scope, timeline and ongoing costs.