Define the role
Identify the task, users, knowledge sources and success criteria.
Start a projectBuild assistants that retrieve information and support defined tasks using approved tools and permissions.
Discuss this serviceBusinesses with a repeatable support or internal task that needs guided assistance, information retrieval or controlled tool use.
Help customers find answers and next steps.
Retrieve information from approved sources.
Support tasks across connected applications.
Define permissions, review and escalation.
The proposal records the exact deliverables and acceptance criteria for your project.
Identify the task, users, knowledge sources and success criteria.
Agree permissions, approvals, escalation and data handling.
Connect sources and tools, then test realistic requests.
Roll out to agreed users and plan feedback and maintenance.
Agent capabilities are limited to the agreed tools, data and permissions.
AI output can be incorrect. Human review, evaluation and usage costs are considered in the implementation plan.
Pricing and delivery schedule are confirmed after discovery. Work beyond the agreed scope is reviewed before proceeding.
Where supported and explicitly scoped. We define which actions are allowed and which require approval.
Only selected, approved sources are connected. Access and updates are configured for the agreed use case.