How It Works
A Clear, Guided Process From Assessment to Launch
You stay in control of what the agent knows. We handle the setup, testing, and launch.
- 01
Discovery & support assessment
We review your inquiry volume, most common questions, current tools, and what a good outcome looks like for your team.
What we need from you: A short call and a look at recent support questions.
- 02
Knowledge gathering & preparation
We collect your approved content and organize it so the agent has clear, accurate source material.
What we need from you: Access to your help center, FAQs, policies, or documents.
- 03
AI agent configuration
We set up the agent's instructions, tone, boundaries, and what it should and shouldn't answer.
What we need from you: Feedback on tone and any topics that must always go to a person.
- 04
Website embedding & approved integrations
We add the agent to your website and connect any integrations included in your approved scope.
What we need from you: Website access or a contact who can add a code snippet.
- 05
Testing & human escalation setup
We test with real example questions, refine answers, and set up how customers reach your team when needed.
What we need from you: A quick review of test results before launch.
- 06
Launch & optional ongoing optimization
The agent goes live. With optional management, we review conversations monthly and keep content current.
What we need from you: Your go-ahead to launch.
Let's Make Customer Support Easier.
Start with a free support assessment. We'll review your inquiry volume, existing knowledge, and goals, then tell you plainly whether an AI support agent is a good fit.