FREN
Automation and AI

Your automation and AI project · Stage 3/4

Automation and AI built around your sales work.

We design solutions that help salespeople practise, find the information they need and automate preparation and follow-up. We agree the tasks, reference content and required checks with you, then develop and operate the solution.

Let’s discuss your AI project
Scope

Define the use case and the expected result.

AI can simulate a client, find information in your content or prepare a document. Automation organises the steps of a task and its approvals. We choose the means needed for your use case, the authorised information and the way to assess the result.

  • Retail and luxury

    Prepare voice-based practice, find product information, organise a launch or prepare follow-up after a client meeting.

  • B2B sales

    Prepare a prospecting round, gather account information or prepare follow-up on a proposal.

  • Real estate

    Prepare an appointment, write a viewing report or organise follow-up on a file.

  • Information and access

    Define reference content, authorised access and possible connections to your software.

  • Human checks

    Specify what to check and which actions remain with your team, particularly before sending anything to a client.

Approach

Build a solution, then test it with its users.

We examine the work involved, the available information and the expected result to define an automation or AI use case. Your request can concern another industry or sales process.

  1. 01

    Describe the use case

    Identify the situation, users, available information and expected result.

  2. 02

    Build and test

    Develop an initial version and test it on representative situations.

  3. 03

    Evaluate and refine

    Review the quality of answers, exercises or deliverables with users.

  4. 04

    Put into service

    Support the team and define operating arrangements.

Deliverables

A tested solution with explicit rules for use.

  • A documented use case: inputs, expected output, reference content and required checks.
  • An automation or AI solution developed and configured for the agreed scope.
  • Test scenarios, validation results and known limitations of the solution.
  • User instructions, access arrangements and the information needed to operate the solution.
Evaluation

We review your tools and the checks required.

Connections to your software depend on the scope and available access. We specify what the solution handles, what needs checking and which actions remain with your team.

Output quality
Compliance with the agreed criteria, information reliability and corrections requested by users.
Time and cost
The time needed to obtain the result and the task cost within the tested scope.
Field validation
Users’ ability to complete the task in their working conditions and identify cases that need review.

Don’t see your need here? Describe your situation.

We examine the work involved, the available information and the expected result to define an automation or AI use case.

Let’s discuss your AI project

After validation with your teams, we organise launch, maintenance and results monitoring.

Next stage: Operations and measurement