A practical checklist to launch your first AI employee pilot.
You don’t need everything on day one. Start small, prove value, then expand.
Define the process: trigger, steps, decision rules, required data, and the final outcome.
Pick the first channel (often WhatsApp), then add email/webchat later.
Choose the systems the agent must read from or write to (CRM, ERP, ticketing, etc.).
Gather the top documents the agent will rely on (SOPs, policies, product docs).
Define what the agent must never do and when it must escalate.
Track what matters: deflection, resolution time, escalation rate, and customer satisfaction.
Send your workflow description and we’ll propose the fastest path to launch.