How It Works: From First Call to Live AI Agent in 30 Days
A fixed-fee pilot with targets agreed before we start. If it works, you keep it and the pilot fee is credited. If it doesn’t, you walk away.
The 30-day pilot
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Week 1
Discovery
- What we do
- Map your calls, chats and systems; collect FAQs; agree three success metrics and measure the baseline
- What you do
- Two 45-minute workshops; share FAQs and sample calls; grant limited system access
- You get
- Pilot plan with metrics and baseline
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Week 2
Build
- What we do
- Scripts, knowledge base, integrations, handoff rules, disclosure, consent and recording wording
- What you do
- Review scripts; make test calls
- You get
- A tested agent
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Weeks 3–4
Pilot
- What we do
- Live on real traffic (often after-hours first); daily transcript review; fixes within one business day
- What you do
- Take escalations; 20-minute weekly check-in
- You get
- Weekly results report
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Day 30
Review
- What we do
- Results against the agreed metrics, with recommendations
- What you do
- Decide: continue, change or stop
- You get
- Go/no-go; pilot fee credited if you continue
If the pilot misses its agreed targets, we’ll keep working for another 30 days at no charge.
Example success metrics
| Industry | Example success metrics (pick three) |
|---|---|
| Real estate | Median response time under 60 seconds · 95% of inquiries answered · showings and valuations booked |
| Property & FM | Complete work orders first time · emergency escalation under 5 minutes · after-hours calls handled |
| Restaurants | Answer rate above 95% · reservations created by the agent · large-party inquiries captured |
| Corporate offices | Questions resolved without a ticket · time to answer · employee satisfaction |
| Accounting firms | Status calls resolved without staff · documents received by the deadline · staff hours saved |
| Professional services | Inquiries answered · intake completion · consultations booked |
What we need from you
- A pilot owner
- Your FAQs, prices and policies
- Access to your calendar and one core system
- A list of who takes transfers and when
- Sign-off on scripts
Security during the pilot
- Data processing agreement signed before any access
- Least-privilege accounts
- Test data where possible
- Access removed at the end if you don’t continue