Implementation Tiers

Start simple. Scale to full autonomy.

Choose a phase that fits your readiness today and grow into a full AI co-worker when you're ready.

Explore tiers Compare features

Three phases of integration

From FAQ chatbot to fully autonomous agents embedded in your stack.

Phase 1 — Service & Product Chatbot

Answers general questions about your services, products, policies and docs.

• RAG over public/knowledge-base content
• Basic intents, FAQ coverage, multilingual
• Website widget & analytics dashboard
• No PII handling by default

Get Phase 1

Phase 2 — Personalized Assistant (PII-aware)

Understands and uses customer-specific data securely to personalize help.

• Secure PII gateways & consent flows
• CRM lookups, ticketing, account status
• Identity-aware actions & guided flows
• Role-based access & audit trails

Get Phase 2

Phase 3 — Full AI Agent (Operator/Task Execution)

Executes end-to-end tasks: purchasing, organizing, data processing, reporting and analytics.

• Tool use across ERP/CRM/Payments/APIs
• Queue handling, SLAs, multi-step workflows
• Analytics generation & auto-reports
• Human-in-the-loop & guardrails

Get Phase 3

Feature comparison

What you get in each phase-at a glance.

Capability	Phase 1	Phase 2	Phase 3
RAG over product/service docs	✔︎	✔︎	✔︎
Multi-language intents	✔︎	✔︎	✔︎
PII/consent & identity	—	✔︎	✔︎
CRM/Helpdesk integration	—	✔︎	✔︎
Transactional actions (e.g., purchases)	—	Limited	Full
Workflow orchestration	—	Guided	Autonomous w/ guardrails
Analytics & auto-reports	—	Basic	Advanced
Security & audit	Standard	RBAC + audit	RBAC + audit + runtime policies

FAQs

Quick answers about scope and security.

How long does Phase 1 take?

Typical pilots launch in weeks, not months, depending on content readiness.

How do you handle PII?

We implement consent, masking, RBAC and audit. Data access is least-privilege and fully logged.

Can we jump straight to Phase 3?

Yes, for mature stacks. We still validate guardrails and human-in-the-loop before autonomy.

What integrations are supported?

CRM (HubSpot, Salesforce), Helpdesk (Zendesk, Freshdesk), Payments, custom REST/GraphQL APIs and data lakes/warehouses. We also build bespoke connectors.

Ready to pick a phase?

Tell us your goals-we'll recommend the lowest-effort, highest-impact starting point.