Internal or customer questions
Consider an assistant for a defined knowledge or customer task, using approved information and appropriate access limits.
AI assistants and workflow automation
Explore assistants for internal or customer tasks and automation for repeatable workflows. Team training is included in the engagement scope, with data, access, exceptions, and human review considered along the way.
Ways to apply the work
Consider an assistant for a defined knowledge or customer task, using approved information and appropriate access limits.
Map routine work, identify exceptions, and consider where selected tools could support routing or other repeatable steps.
Prepare the people who will use the chosen tools, review outputs, and take ownership of the workflow.
Illustrative example
An assistant could answer routine customer questions using information your team approves, collect a request, and send exceptions to staff. A team member reviews and confirms the next step. This is an example, not a customer result.
Bring the current workflow, approved information, and the points where people must review an answer or handle an exception. Team training for the selected tools and workflow is included in the engagement scope.
Questions and answers
An assistant may support defined customer questions, internal knowledge tasks, or data retrieval, depending on the approved content, tools, and scope.
It uses selected tools to support repeatable steps in a process, with ownership, exception handling, and review points considered as part of the design.
Existing tools can be considered during scoping. Any connection depends on available interfaces, permissions, and the agreed project scope.
Yes. Team training for the selected tools and workflow is included in the engagement scope.
No. The appropriate review and exception steps depend on the task, its information, and the consequences of an incorrect result.
We discuss the task, information, access, expected result, exceptions, and ownership before agreeing on a scope for the work.
Start with the workflow
We will discuss the tools, information, training, and review needs before agreeing on the project scope.