1. Discover
Review your goals, existing systems, priorities and constraints.
Help visitors find answers, identify the service they need, collect details and route qualified opportunities to your team.
A new build, migration, initial cleanup or setup is quoted separately. The monthly package below covers only its listed ongoing services and limits.
Request a project quoteAn AI receptionist can help with service selection, FAQs, lead details, operating information, routing and appointment preparation.
We define clear boundaries so the assistant does not make unsupported promises or provide information it should not.
Review your goals, existing systems, priorities and constraints.
Document deliverables, responsibilities, milestones and the estimate before work starts.
Work through the agreed tasks, review progress and validate the intended outcome.
Receive the agreed documentation and discuss any ongoing support requirements.
We review available APIs, account permissions and data requirements before confirming integration feasibility.
No. The workflow should include evaluation, appropriate human review and a clear escalation path for uncertain or sensitive cases.
We identify the providers, data flows and access controls during scoping. Data retention and provider terms must be reviewed before deployment.
Provider subscriptions and usage charges are separate unless explicitly included in the proposal.
We agree useful measures such as completion rate, time saved and error rate, then test representative tasks before expanding the workflow.
Share your current platform, the outcome you need and any target date. We will review the requirements and propose the next step.