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1
Overview
2
About you
3 The automation 4 Handoff & data 5 Access & assets 6
Review & send
Client onboarding
Let's scope your bot or automation.
Every useful automation is specific: it does one job, on one channel, with a defined handoff to a human. Tell us the job and where it lives, and we'll come back with the build plan — not a vague AI strategy deck.
Takes about 4–6 minutesHave these ready
- A plain-English description of the job you want automated
- Which channels your customers actually use to reach you
- The tools it needs to talk to (CRM, calendar, inbox, helpdesk)
- Where finished leads or results should end up
Something needs attention.
Onboarding received.
Your answers are with the production team. Here's what happens next:
- We review everything and flag any open questions within 1 business day.
- You'll get secure access links by email for any platforms we listed - no passwords needed.
- Production kicks off with a visible queue, typically within 5 business days.