01
Assess
Define the task
We clarify the data, systems, risks and measure of success.
You receive
Clear scope, key risks and a proposal for the pilot.
An AI assistant with your information. Actions under your rules.
It answers from approved company sources, works in permitted systems and hands over to a person when needed.
Best for questions and tasks with a clear source
The assistant helps when a team repeatedly searches documents, then copies the answer or action into another system.
Example
checking a client contract
- question"When does the Acme contract expire, and what is the notice period?"
- sourcefinds the approved contract and exact section 9.2
- answer"It expires 31 March. The notice period is 60 days."
- actioncreates a CRM reminder; sends non-standard clauses to legal
The assistant finds the source, answers and performs a permitted action.
Where it can help
- 01
Customer support
Answer from company documents and hand over when needed.
- 02
Sales and inquiries
Qualify inquiries and prepare the team for the conversation.
- 03
Company documents
Find answers in documents, wikis and tickets.
- 04
CRM and other systems
Create records, draft replies and start permitted processes.
How you stay in control
You choose the sources, access and permitted actions.
- Answers can show the source used.
- The assistant sees only approved information.
- Uncertain or unauthorised tasks go to a person.
One clear first task
We start with one frequent, measurable question or action with a clear owner.
We start with one clear task.
We assess the risk, test a pilot and deploy only the solution you approve.
02
Pilot
Test the solution
We build and test a solution for one task.
You receive
A working pilot, results and a recommendation on whether to proceed.
03
Deploy
Deploy the approved solution
We prepare the pilot for daily use and agree how it will be supported.
You receive
A working release, monitoring and documentation.
Worth knowing
Describe the assistant’s task — we will assess the first step
Tell us which question it should answer or which action it should perform. Two sentences are enough.
- Talk directly to an engineer
- We will assess whether the task is a good fit
- No obligation
Or contact us directly:
A selection of organisations we have worked with
