Brief Discussion
Brief Discussion
AI Agents & Automations
AI Agents & Automations
AI Agents & Automations
Outcomes
Faster response times
Cleaner data and fewer manual tasks
Clear visibility into conversions and SLAs
Voice/chat agents for intake, FAQs, bookings CRM enrichment, lead scoring, handoffs Ticket triage, knowledge-base replies Marketing automations: drips, retargeting, win-backs Data pipelines (forms → CRM/Sheets/Slack) with retries & logs Governance: human-in-the-loop, audit trails, opt-outs
What’s Included
Process
Discovery Workshop: Map top 3 high-impact flows.
Design: Dialogs, guardrails, edge-case handling.
Build: Integrations, testing, staging.
Launch: Pilot, measure, iterate.
Scale: Add channels and workflows.
Tools
Orchestration (no/low-code): n8n, Make, Zapier, Airflow (data), Temporal (workflows)
LLM/Agents (as needed): LangChain, LlamaIndex, OpenAI API, local LLMs (Ollama)
Voice & Telephony: Twilio, WhatsApp Business API, Vonage, WebRTC
Chat Channels: Chat widgets, WhatsApp, Messenger, Instagram, Slack, MS Teams
NLP/NLU & Speech: Whisper (ASR), Vosk (on-prem ASR), ElevenLabs/TTS alternatives
CRMs & Calendars: HubSpot, Salesforce, Pipedrive, Zoho; Calendly, Google Calendar
Datastores: Postgres, Redis, Pinecone/Weaviate (vector), BigQuery/Snowflake
Observability & Guardrails: Arize, Langfuse, Phoenix, OpenTelemetry
Engagement Models
Pilot (2–3 flows): Fast proof-of-value.
Growth: Multi-channel agents + reporting.
Enterprise: Custom governance & SSO.
Content