Process
How it
works.
How we go from a first conversation to a live agent inside your stack, and keep improving it after launch.
01
Discovery and architecture
We sit down with your team to map your products, processes and customer journeys, then scope the integration into your existing ERP, CRM and service stack.
- Product, process and journey mapping
- ERP, CRM and service-stack audit
- Integration architecture and data model
- Success metrics and rollout plan
02
Custom build and system integration
We build the agent end-to-end and connect it directly to your ERP, CRM, ticketing and communication systems. No off-the-shelf middleware.
- Custom agent engineering
- Native ERP / CRM / ticketing integration
- Multi-channel deployment (web, WhatsApp, email)
- Brand-matched UX and tone of voice
03
Engage and convert visitors
The agent goes live. It talks with visitors, recommends the right product and builds a profile of every conversation.
- Natural conversation flows
- Product recommendations
- Real-time visitor profiling
- Automatic lead qualification
04
Analyze and optimize
You get a monthly report showing what visitors actually asked for and where they dropped off. The same data flows into your CDP and CRM so you can re-target and improve campaigns.
- Monthly report on visitor questions and gaps
- Customer journey insights
- Conversion funnel analysis
- Marketing attribution data
- Optimization recommendations
