Step 1
Discover
What we doWe talk through what you want help with, review the tools involved and check what can really connect.
What we need from youTell us how the work gets done today, and what should stay off limits.
Done-for-you setup
AI assistant installation, done for you.
Getting an AI assistant to work well takes more than signing up for an app. It has to be configured, connected, given the right permissions, tested and explained to whoever will use it. We do that for individuals and businesses, step by step.
Request a consultationThe process
What happens at each step.
Step 2
Configure
What we doWe choose a suitable AI model and framework, then set up its instructions, tone and rules for when to ask.
What we need from youShare examples of good work and answer a few questions about your preferences.
Step 3
Connect
What we doWe link the approved tools and limit access to what the job needs.
What we need from youApprove each connection. Nothing gets connected without your say-so.
Step 4
Train
What we doWe test it on realistic examples, correct what it gets wrong and show you or your team how to use it.
What we need from youTry it, tell us what’s off and learn how to correct it.
Step 5
Manage
What we doWe hand it over with notes, and can look after monitoring, updates and support from there.
What we need from youDecide whether you want ongoing management, and keep reviewing what matters.
What an install usually covers
- A written note of what it does and doesn’t do
- Its model, instructions and preferences
- Connections to the tools you approved
- Permissions and review points
- Testing on realistic examples
- A walkthrough for you or your team
What it depends on
We scope each installation individually, because the work varies with which integrations you need, what the assistant has to do and how it’ll be managed afterward.
Not every tool can be connected, and not every setup should act on its own. If something won’t work dependably, you’ll hear it from us during discovery, before you commit.
Which installation?
The steps are the same. The scope isn’t.
A personal install
One person, their own accounts and their habits. Usually centers on email, calendar, reminders and research. Read about personal AI assistants.
A business install
Shared systems, several people and role-based permissions, plus employee training. Usually centers on one defined process. Read about AI agents for small businesses.
Questions
Good questions to ask
How long does installation take?
It depends on what it has to do and how many tools it connects to. We’ll give you an estimate after discovery, once we know what’s involved.
Can you install an assistant I’ve already started?
Possibly. We’d look at what you have first, then tell you whether to keep it, fix it or start over.
Do I have to give you my passwords?
Please don’t send passwords through our contact form or by email. If setup needs access to an account, we’ll agree the safest way to do it, use only the access the job requires and show you how to remove it.
Who owns the accounts and the setup?
We’ll go through which accounts are in your name, what third-party services are involved and how a handover would work, so it’s clear before you commit.
Can you install it and leave the rest to me?
Often, yes. We’ll show you what upkeep it needs so you can decide. If you’d rather not do that yourself, managed service is available.
Related services
Where this fits with everything else.
For individuals
Personal AI Assistants
A done-for-you assistant for your inbox, calendar, reminders, research and follow-ups.
For businesses
Business AI Agents
Agents that help with customer inquiries, lead follow-up, scheduling, documents and reporting.
For both
Managed AI Agents
Monitoring, updates, integration upkeep, permission reviews and support after setup.
Compare all servicesExamples for home service businessesExamples for distributors
Let’s get to work
Ready to get yours installed?
Tell us what you’d like it to do and which tools you use. We’ll talk through what setup would involve.
Request a consultation