01
Employee and client experiences
Define employee and client experiences around your users, business rules and existing systems. Your proposal specifies the functionality, permissions and acceptance criteria.
SOLUTIONS / ASSISTANT AI AGENT ADD-ON
A capable assistant. Clear boundaries.
Give employees and clients an optional assistant for portal guidance, permitted project summaries, personal follow-up tasks, service-request preparation and message drafts. Writes stay behind a review-and-confirm step.
Discuss your requirements →Explore customer experiencesSee your assistant in action.
Switch roles, prepare a task or service request and confirm it in a fictional workspace. Choose guided simulation or try live AI when available. Messages remain unsent drafts; payments, refunds, record deletion and permission changes are outside this release.
Try the Assistant AI Agent demo →WHAT WE CAN BUILD
Assistant AI Agent Add-on, tailored to your operations.
02
Permission-aware project help
Define permission-aware project help around your users, business rules and existing systems. Your proposal specifies the functionality, permissions and acceptance criteria.
03
Personal follow-up task drafts
Define personal follow-up task drafts around your users, business rules and existing systems. Your proposal specifies the functionality, permissions and acceptance criteria.
04
Client service-request preparation
Define client service-request preparation around your users, business rules and existing systems. Your proposal specifies the functionality, permissions and acceptance criteria.
05
Human confirmation and action history
Define human confirmation and action history around your users, business rules and existing systems. Your proposal specifies the functionality, permissions and acceptance criteria.
06
Learning Center guidance
Define learning center guidance around your users, business rules and existing systems. Your proposal specifies the functionality, permissions and acceptance criteria.
Less time finding the next step, with users in control of changes. Model usage, knowledge sources, provider/data agreements and additional integrations are scoped separately. No automatic compliance or unrestricted access.
Replace what you no longer need.
Eliminate per-seat licensing for workflows implemented in your own platform. Confirm replacement scope and migration needs before retiring existing systems. Hosting, maintenance and retained third-party services have separate costs.
Explore the comparison center →Can we start with one workflow?
Yes. Discovery identifies a useful first phase and a roadmap for additional modules.
Do we control our data?
Data ownership, export access, hosting responsibilities and software rights are defined in your agreement. Access controls are designed around your team and customer roles.
Is everything shown included?
These are custom development capabilities. Your signed proposal defines included features, integrations, costs and validation requirements.
AVAILABLE AS A SCOPED UPGRADE
AI Agent & Automation. When you’re ready.
Extend your website or platform with approved customer assistance, intake, reminders and staff handoffs. Plan access permissions, knowledge sources, usage costs and human review before activation.
Explore upgrade options →Readiness and compliance requirements are assessed per deployment. Upgrade scope and any provider usage costs are confirmed in your proposal.
REPLACE SUBSCRIPTIONS. SAVE MONEY. TAKE OWNERSHIP.
Let’s map your next platform.
Identify the workflows to replace, the data to migrate, and the capabilities your customers need. Scope, costs and ownership terms are agreed before development.
Plan your platform →