Task and role definition
Agree who the assistant serves, which calls or requests it handles and what a useful response or completed next step should look like.
02 / Automate / AI assistants & agents
AI assistants and agents with a useful job to do.
Give incoming calls and inquiries a useful next step. An assistant can answer agreed questions, capture service and contact details, prepare a handoff and support scheduling where your tools and approved rules allow it.
A useful assistant needs a clear role. It should know the sources it can use, the actions it is allowed to take and when it should ask for help. We shape the assistant around that role and review it against realistic examples before handover.
What we can include
The work behind this service.
The final deliverables are confirmed in your project scope.
Knowledge and source preparation
Review the approved documents or data sources. Identify gaps, ownership and how information will be updated.
Instructions and boundaries
Define how the assistant responds, what it may act on and when it should ask a question, decline an action or involve a person.
Call, lead and scheduling handoffs
Connect supported phone, CRM or calendar actions where included. Capture details, route requests and offer approved availability, with a clear distinction between appointment requests and confirmed bookings.
Scenario-based review
Try representative questions, incomplete requests and agreed edge cases. Refine the behavior against the expected outcomes.
Handover and improvement plan
Explain the setup, source updates and operating responsibilities. Agree any ongoing review, usage or support separately.
Scope and fit
Make the right decision before work begins.
A useful starting point if…
- You have a repeated information or assistance task with a clear purpose.
- There are approved sources or rules the assistant can work from.
- Your team can review examples and take over cases that need a person.
What we agree separately
- The assistant supports the agreed tasks; it is not an unrestricted decision-maker.
- Model, platform and usage costs are confirmed separately from implementation.
- Voice, additional channels, complex actions and ongoing evaluation are included only when scoped.
Let’s talk
Let’s talk about AI assistants & agents.
Tell us what is in place, what needs to improve and who the work needs to serve.
How we work
From a clear brief to working detail.
The schedule and review points are agreed around the requirements.
- 01
Define
Choose a useful role
Agree the user, task, permitted information and the point where human help is needed.
- 02
Prepare
Organize the sources
Review the content and build the instructions, tools and handoffs in scope.
- 03
Review
Test realistic scenarios
Check ordinary requests, missing information and agreed exceptions with your team.
- 04
Introduce
Set up ongoing ownership
Prepare the rollout, source maintenance and review responsibilities for the agreed use.
Illustrative example
A service call while the contractor is on a job
An assistant can greet the caller under agreed rules, collect the service needed, contact details and location, then create a lead and prepare the next step. Where calendar access and booking rules are included, it can offer approved availability or send an appointment request to the team. Urgent, uncertain or out-of-scope requests go to the agreed human handoff.
Example workflow or project approach. This is not a client case study or a promise of results.Packages & pricing
A clear starting point for your project.
Explore packages, deliverables and pricing for this service. Need something different? Request a custom quote.
Common questions
The detail before you decide.
Will an AI assistant always be correct?
No. AI can make mistakes. We limit the task and sources, test representative scenarios and define where a person should review or take over.
Can it use our business documents?
Approved documents can be considered during scoping. We review the source format, access, sensitivity and update process before deciding how they should be used.
Can an assistant answer calls and schedule appointments?
Yes, when phone and calendar connections are supported and included in the scope. We agree the greeting, questions, hours, booking rules and handoffs. The setup defines whether the assistant can confirm a booking or only submit a request for your team to review.
Can the assistant be updated after launch?
Yes. Instructions and sources can be reviewed as the business changes. Ongoing evaluation, updates and support are agreed as part of the operating plan.