01
Use-case scoping
Define the agent's job, success metrics, channels, and escalation rules.
02
Knowledge ingestion
Index docs, sites, tickets, and product data into a vector store.
03
Agent design
Prompts, tools, guardrails, and persona tuned to your brand voice.
04
Tool integration
Connect CRM, calendar, billing, and internal APIs via secure tool calls.
05
Eval & red-team
Adversarial testing, hallucination checks, and human review of edge cases.
06
Launch & learn
Ship to one channel first, monitor every conversation, and improve weekly.