Quick Start

What’s included in the package:

01 — AI Agent Design & Strategy

 

Where you are now: you know AI can automate interactions and processes in your business, but you don’t know where to start — which use case to pick, which AI model fits, and how to define the agent’s boundaries.

 

What you get:

🔹 Business use case analysis and conversation flow mapping

🔹 AI model selection: Microsoft Copilot Studio, Claude (Anthropic), or Azure OpenAI

🔹 Agent persona definition: tone, purpose, knowledge boundaries, and escalation rules

 

02 — Knowledge Base & MCP Integrations

 

Where you are now: your AI agent only responds from generic memory — it has no access to your company’s actual documents, procedures, and data, and cannot interact with your existing systems.

 

What you get:

🔹 Knowledge base setup: SharePoint, uploaded documents, internal wikis

🔹 MCP (Model Context Protocol) connectors to internal systems: ERP, CRM, HR, DMS

🔹 Secure data access: read/write actions via MCP tools on existing business systems

 

03 — Deployment & Security

 

Where you are now: an AI agent without proper security and access configuration can expose sensitive data or respond outside the permitted perimeter — without SSO, RBAC, and end-to-end testing you can’t launch with confidence.

 

What you get:

🔹 Deployment on Teams, web embed, or internal portal

🔹 SSO, RBAC, and data loss prevention (DLP) configuration

🔹 End-to-end conversation testing and validation of fallback and escalation flows

 

04 — Go-Live & Hypercare Support

 

Where you are now: after launch an AI agent can drift — incorrect responses, missed escalations, or low team adoption if there is no active monitoring and post go-live support.

 

What you get:

🔹 AI agent go-live with monitored rollout and user adoption session

🔹 Compliance, security, and business process alignment verification

🔹 Hypercare support: 10 hours / 2 weeks