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How it works

From discovery to monitoring

A clear, testable path — you approve before anything faces your customers.

1

Discovery

We learn your business, tools, inquiry flow, and where manual work happens today.

2

Workflow map

We document how inquiries become appointments, and where handoffs and approvals sit.

3

Build / configuration

We build the website, configure the assistant, and connect permitted providers.

4

Client testing

You approve test cases before any live customer-facing actions run.

5

Launch

We go live on agreed scope, with confirmations and notifications where providers are connected.

6

Monitoring

We watch usage, health, and follow-up, and notify you before limits are reached.

Test cases & approval

Before launch, we define test cases for inquiry capture, qualification, booking, escalation, and notifications. You approve each before any live customer-facing action. If a provider isn't connected, the related feature stays in a clearly labeled pending state.

30-day post-launch evaluation

After launch, we review coverage, accuracy, and usage over 30 days. This is an evaluation — not a money-back or revenue guarantee. We adjust approved answers and workflows based on what we observe.