What happens between signing and go-live — workflow documentation, agent training, parallel deployment, and the gradual handover that eliminates disruption risk.
The core principle: parallel deployment
We never switch workflows over cold. Agents work alongside your human team until they're demonstrably better — then take the lead, with humans shifting to oversight. At every stage, your team maintains control and the ability to intervene. There are no cliff edges in our implementation.
Implementation phases
Phase 1·Days 1–5
Workflow documentation
1
Kickoff call with your operations team
Systems access provisioned and tested
Workflow documented step-by-step with screenshots
Edge cases and exceptions catalogued
Success metrics agreed in writing
Phase 2·Days 6–12
Agent training
2
Agent trained on documented workflow
Test runs in isolated environment
Edge cases validated against real examples
Escalation paths configured
Internal review and sign-off
Phase 3·Days 13–21
Parallel deployment
3
Agent deployed alongside your human team
Both human and agent process same items independently
Results compared; discrepancies investigated
Additional training on real-world edge cases
Daily check-ins to resolve issues quickly
Phase 4·Days 22–30
Handover & scale
4
Agent takes primary responsibility for workflow
Human team shifts to oversight and exception handling
Performance metrics reviewed weekly
Additional workflows identified for expansion
Full deployment plan prepared
What your team needs to do
Implementation is designed to be low-burden for your team. Here's what you'll actually need to provide:
2–3 hours for the initial kickoff and workflow documentation session
System credentials and access for the workflows in scope
A point of contact for daily check-ins during the first week
Access to 20–30 historical examples of the workflow for agent training
Sign-off on the documented workflow before training begins
Ongoing maintenance
After full deployment, agent maintenance is included in your monthly fee. When your processes change — a new software update, a modified form, a new edge case — we update the agent training. You don't manage this. We do.