AI assistant for business: preparing your task
For an estimate, describe a recurring task and share examples of enquiries with personal details removed. We identify which answers an assistant can handle and where a member of your team is needed.
What to tell us first
Tell us who asks the questions, where conversations happen and which step takes up the most staff time. For example, customers ask about a service but leave out the scope, or new starters cannot find a request form.
Our guide to AI assistants for business helps you choose a format. If menus and prepared answers are enough, we can discuss a chatbot.
What to prepare for a first version
Gather current instructions, price lists, forms and examples of correct answers. Mark outdated materials and appoint someone to keep sources current. Your first message does not need passwords or personnel files.
We usually start with one task and one channel. We agree documents, user access and a way to reach a person. Development typically takes 2-4 weeks; the exact timeline depends on scope and material readiness.
Where an answer becomes an action
Explaining a service, calculating an estimate and submitting an enquiry need different rules. Prices come from your price list or calculator. Enquiries are submitted after the customer confirms the details; automatic CRM entry is agreed separately.
For incoming documents, we first define the fields to extract and how a person will check them. Employee records and staff requests belong in an HRM system.
Checking the result and agreeing ongoing work
Before launch, we check your examples, questions without answers in the documents, restricted materials and external service failures. Answers can contain mistakes: a person checks important conclusions and prepared documents.
We agree who updates sources, who can read conversations and how they are deleted. For external services, we define permitted data and check storage terms. Support, feature changes and monthly running costs are estimated separately from development.