We do not start with a rate card. We start by mapping one real workflow, proving the automation in your stack, and deciding together whether the broader rollout is worth doing.
We map the current process: where requests enter, which tools hold the data, where people copy and paste, and which handoffs cause delays or missed follow-up.
We build the narrowest useful version of the digital teammate against your real systems. Shadow mode comes first, then controlled execution with approval gates where they matter.
After the pilot review, you get the operating data, recommended next scope, rollout path, and commercial terms. If the case is not strong, we say so.
We agree on the pilot outcome before build starts. If the pilot does not meet that agreed outcome and you choose not to continue, the pilot is refundable. If you do continue, the pilot fee is credited into the broader implementation.
The right pilot has a painful workflow, enough repeat volume, clear systems access, and an owner who can make decisions quickly. That is what tells us whether implementation will pay off.
Lead intake, estimate prep, CRM updates, renewal tracking, document assembly, routing, QA, or follow-up that happens every week.
Your CRM, inbox, spreadsheets, document storage, messaging channels, and line-of-business tools already contain the context.
The teammate can act on deterministic rules and route edge cases to a person instead of guessing on sensitive decisions.
Which workflow is narrow enough to ship quickly but important enough to prove the model.
The operational evidence we need to see: time recovered, turnaround time, fewer missed steps, cleaner handoffs, or faster customer response.
When we review the pilot, what the next implementation would include, and whether the business case is strong enough to continue.
Do not buy anything yet. We audit your current workflows, flag what is manual, and show you which processes a digital teammate could handle first.
Because the work depends on your systems, workflow complexity, approval rules, and rollout path. We would rather give you a concrete pilot scope and decision gate than anchor the conversation to a generic package.
No. The pilot is designed to leave you with a live workflow and a clear sense of what it is like to operate with a digital teammate. If you continue, the pilot becomes the foundation for V1.0.
Human-in-the-loop. Agents can run autonomously for internal ops like channel alerts, docs, CRM updates, and status tracking. External-facing actions get staged for approval before sending.
We review the evidence together. If the agreed pilot outcome was not met and you choose not to continue, the pilot is refundable. If the case is strong, we define the next scope with real operating data instead of assumptions.
We monitor production workflows, handle upstream API changes, and design graceful fallback paths so the system alerts the right people instead of silently failing.
We will map your current process, identify the best pilot lane, and show you what a digital teammate would do inside your actual operating stack.