Methodology

6 stages to transform your customer service

Implementing conversational AI is not just installing software. It is transforming how your company communicates with its customers. Our 6-stage methodology guarantees a successful implementation, without disruptions and with results from the very first month.

Stage 1: Communication Audit (Week 1)

We analyse all your current communication channels: call volume, emails, chats, WhatsApp. We identify bottlenecks, response times, conversion rates and automation opportunities. Deliverable: diagnostic report with prioritised recommendations.

Stage 2: Solution Design (Week 2)

We design the architecture of your AI agent: channels, integrations, conversational flows, escalation rules and target KPIs. We define the tone of voice, the agent’s personality and the boundaries of action. Deliverable: design document validated by your team.

Stage 3: Agent Training (Weeks 3-4)

We train the AI agent with your business-specific knowledge: products, services, prices, processes, policies and FAQs. We configure integrations with CRM, calendar, ERP and other systems. Deliverable: AI agent configured in a staging environment.

Stage 4: Testing and Validation (Week 5)

Your team tests the agent in real scenarios. We simulate edge cases, complex conversations and escalation situations. We adjust responses, flows and thresholds until the target quality is reached. Deliverable: agent validated and approved for production.

Stage 5: Gradual Launch (Week 6)

We deploy the agent to production gradually: first one channel, then we expand. We monitor every conversation in real time during the first week. Your team and ours work in parallel to ensure the transition. Deliverable: agent in production with active monitoring.

Stage 6: Continuous Optimisation (Month 2+)

Implementation does not end at launch. We analyse metrics weekly, adjust responses, add new capabilities and optimise flows. Monthly review meetings with detailed performance reports. Deliverable: monthly reports and continuous improvement.

Total timeline: 6-8 weeks

From the first meeting to the agent in production, the average timeline is 6 weeks. Enterprise projects may require 8-10 weeks due to integration complexity.