Discovery & Audit: Requirements review, success metrics, and tech stack assessment.
Solution Design: Architecture, data flow, and integration plan with milestones.
Custom AI Agent: Trained on provided PDFs/docs/KB; prompt/behavior design.
Integrations: APIs, webhooks, CRM/tools hookup, auth, and environment setup.
Prototype & Tests: Agent-setup page, test runs, and validation against real data.
Deployment: Secure, monitored production release with roll-back plan.
Handover: Docs, walkthrough video, admin access, and basic team training.
Optional Add‑Ons: Analytics, scheduling/booking flows, payments/subscriptions.