Our strategy process begins with understanding your business inside and out so we can develop agents that truly deliver value. This involves a deep dive into your operations, goals, and challenges to ensure we build the right solution for your needs. Here’s how we approach strategy and what you can expect when working with us:

1. Discovery: Getting to Know Your Business

Before we build anything, we take the time to learn about your business. We’ll ask questions like:

• What are your key workflows and operations?

• How is your team structured, who does what?

• What’s working well, and where are the pain points?

• What are your short-term and long-term goals?

This phase is about getting a clear picture of how things currently work and your motivations going forward.

2. Needs Assessment

Our goal here is to understand where agents can deliver value and fit into your existing processes and tools. Including:

• Map out workflows to see how tasks move through your organization.

• Analyze your current tech stack and data organization to identify integration opportunities.

• Identify inefficiencies, bottlenecks, or gaps where agents could step in.

• Evaluate data availability and quality.

3. Solution Design

Once we have a full understanding of your business, we move into designing agents.

• Agent Functions: Define what the agents will do — whether that’s handling customer communication, managing data, ect.

• Tools & Extensions: Layout the framework to accomplish tasks in your systems.

• Data Needs: Ensure the data agents will need to operate effectively is accessible.

• Goal Alignment: Make sure the agents align with your objectives and delivers measurable results.

4. Implementation Plan

After the design phase, we create a proposal that serves as a roadmap to bring the solution to life. The plan includes:

• Detailed walkthrough of the agents to clarify the scope and capability.

• Timeline and milestones of deployment.