Get Your AI Agent — Fast, Smart, On-Brand

development begins with a short but intense discovery sprint where we define the problem space, the target users, the KPI’s (e.g., increase conversions by X%, reduce first-response time to Y minutes), and the exact funnels you want — sales, donation/charity, support triage, etc. we capture example dialogs, key product/FAQ pages, typical user intents, compliance needs, and integration requirements (crm, pos, payment processors). this phase also sets the “personality” and escalation rules: when the agent must hand-off to a human and how it should behave when uncertain.

next we gather and structure the knowledge sources the agent will use. that includes product catalogs, menu items, property listings, bylaws, pricing sheets, past chat transcripts, and your public website content. for “reads-your-website” capability we crawl (or accept a site export) and extract semantic chunks (headers, paragraphs, tables, metadata). those chunks are normalized, cleaned, and fed into a vector store so the agent can retrieve exact, contextual answers rather than hallucinating.

the agent uses a hybrid design: lightweight task-specific modules + a retrieval-augmented generation (rag) layer. the rag layer searches the vector store for the most relevant website/product/faq passages and feeds them to the generator so answers are grounded in your content. for actions (booking, charging a card, creating a CRM lead) the agent calls secure connectors and webhooks — never inventing transactions locally. this architecture supports both conversational Q&A and funnel-driven flows.

building funnels starts with conversation design. we map user journeys into flow charts: discovery questions, qualification, handling objections, upsell/cross-sell nodes, payment collection, and follow-up. for charity funnels we design donation tiers, suggested amounts, gift receipts, and donor opt-in flows. each node includes success/failure transitions, metrics to capture (lead captured, donation completed, email collected), and fallbacks. we instrument A/B variants to test different phrasing, CTA timing, and offer structures to optimize conversion rate.

you asked for branding and avatar controls — we deliver a control panel where you can change the agent’s display name, avatar image (or animated avatar), brand colors, and greeting tone. the language model’s style is adjusted with prompt templates and response filters so the agent speaks as your brand — friendly, formal, humorous — and the visual UI matches your design system for a seamless brand experience.

to achieve the 10-day SLA we use a standardized accelerator: prebuilt connectors (shopify, square, hubspot), templated conversation modules (faq, booking, checkout), and an automated pipeline for ingestion and vectorization of your website. day 1–2: discovery & data ingestion; day 3–5: core integration + funnel wiring; day 6–7: conversational tuning and persona setup; day 8: security, compliance, and access control; day 9: qa & stakeholder review; day 10: deployment to your control panel and website. this timeline assumes content and credentials are provided promptly.

your control panel shows daily visitor counts, conversions by funnel (sales, donation, support), top intents, average resolution time, and sentiment trends. it offers access to every individual chat transcript with search and export, plus bulk reporting for mass chat data: topic frequency, common objections, and ROI metrics. from the same panel you can update the agent’s greeting, swap avatars, tweak response templates, and push new knowledge (e.g., updated menu or SKU) without redevelopment.

we perform multi-tier testing: unit tests for APIs, synthetic dialogue tests for flows, and human-in-the-loop testing where staff role-play edge cases. safety filters prevent the agent from giving legal/medical advice unless routed to human experts; payment flows always require explicit confirmation and are processed through PCI-compliant gateways. escalation rules are configurable (send to human when confidence < X%, or when specific keywords are detected).

the agent integrates with your CRM (create leads, update contact records), POS (check inventory, reserve items), calendar systems (book viewings), and email/marketing automation (trigger drip campaigns after a sale). integrations are implemented via OAuth-backed API connectors or secure webhooks; logs are centralized so actions are auditable. we also provide a low-code interface for non-technical staff to create simple flows and triggers.

once live the agent is monitored in real time. we track confidence scores, fallbacks, and user satisfaction. low-confidence interactions are flagged for review; reviewed transcripts feed supervised fine-tuning and prompt adjustments. this continuous retraining loop refines accuracy, shortens fallbacks, and adapts funnels to user behavior. trend alerts (e.g., sudden spike in “refund” queries) notify managers so you can act fast.

all data is encrypted in transit and at rest; role-based access controls let you restrict who sees raw transcripts. for GDPR/PIPEDA compliance we include data-retention rules and one-click data deletion. sensitive payments flow through tokenized gateways and never land in plain text on our servers. audit logs and SSO/MFA options support enterprise governance and compliance needs.

after deployment we provide a clear handoff: admin training for the control panel, a playbook for common updates, and an SLA for uptime and response times. optional managed services are available — we can own the model tuning, analytics reporting, and funnel optimization so your team focuses on business outcomes. we also schedule periodic business reviews where we present growth metrics and suggest next experiments to improve conversion and retention.

because funnels and actions are instrumented, you can measure conversion lift, average order value uplift, reduction in human support cost, and donation completion rates. compare pre- and post-deployment KPIs (e.g., % decrease in response time, % increase in leads captured) to calculate ROI. these metrics drive the business case for wider rollout across locations, product lines, or languages.

imagine a grocery store: the agent answers “is almond milk in stock?” by checking POS in real time, guides the user to the aisle, recommends complementary items, and adds them to a cart — then hands off to checkout. for a charity funnel, the agent explains impact tiers, handles recurring donation setup, issues a receipt, and triggers a thank-you email — all while tracking conversion drop-off so messaging can be optimized.

we design the agent with modularity so new capabilities (multi-modal images, loyalty-program rewards, generative product bundles) can be added without rebuilding. periodic model upgrades and data migration tools ensure that as LLM technology evolves, your agent inherits improvements with minimal friction.