Scope one workflow
Choose a sales, support, collections or recruiting workflow where AI agents could reduce routine work. Define the result you want to measure.
Request trial access
Start with a defined process, the tools it needs and a result your team can assess. Tell us what you want to evaluate so we can agree the scope and access needed.
Choose a sales, support, collections or recruiting workflow where AI agents could reduce routine work. Define the result you want to measure.
Define AI agent roles, knowledge, tools and workflow steps. Set what runs autonomously and what needs approval, then test with representative sample data.
Agree the supervision and review needed for the selected workflow. Evaluate the results against your baseline before deciding whether to expand.
Request trial access
We’ll review your workflow and contact you to agree the evaluation scope, systems and access.
Already have an account? Sign in. To set up a workspace separately, Create a workspace. Workspace creation does not grant the evaluation scope requested here.
Plan with clear expectations
Agree the scope, access and success criteria before the evaluation begins.