Implementation
Configured for your business. You stay in control.
We connect the agreed data and tools, set up workflows and prepare your team to work with them. Your AI system works with your templates, language and processes. We check which connections are possible before committing to them.
What would you like to take on?
Use and maintain your own working environment
We configure the AI Business Management System, train your team and hand over the agreed workspace. You can request assistance afterwards as needed.
Have a phone workflow implemented and managed for you
Vertriebex handles setup, testing and agreed support for the phone workflow. You define the purpose, contacts, permitted information and approvals; a responsible person on your team takes over callbacks and decisions.
Both approaches start with a clear purpose and an agreed scope. A new connection or another workflow is not automatically included.
Your AI Business Management System in five steps
- Choose the first workflowTogether, we select a workflow intended to reduce your team’s workload and agree how to measure its success.
- Set upWe establish the working memory, rules, responsibilities and agreed data sources. We check connections before committing to them.
- TestWe test the workflow with agreed cases from your day-to-day work and clarify where people make decisions. We use real data only after access and data protection requirements have been clarified.
- Train and hand overYour team learns to work with the agents, maintain knowledge and give approvals. We then hand over the configured workspace.
- Expand, if you want toFurther workflows, knowledge areas and tested automations build on what is already in place.
What you receive
- The configured workflow with rules and responsibilities within the agreed scope.
- Your working memory with templates, rules and scripts, with usage rights as agreed in the contract.
- The training agreed for your project, for management and employees.
- A handover with documentation, agreed test cases that have passed and a named responsible person.
Learn to run your phone workflow yourself
If you want to run phone workflows yourself, this can form part of your implementation project. We agree the specific phone process, required tools and related training. Your team learns to work with the agreed conversation rules, information, approvals and results, and to monitor the workflow. The technical connection is tested before use.
Setup and training cover the agreed phone platform and selected workflow. Extensions are agreed separately.
Managed AI phone workflows in four steps
- Define the taskAgree the purpose, data, consent and desired result together.
- Set upConfigure the agent, conversation rules and approved information for the agreed workflow.
- Test and approveCheck functionality, quality and limits; use starts only after the agreed approval.
- Run with supportReview results within the agreed scope, deliver structured outcomes and agree adjustments.
For the Proposal Follow-up Sprint, we work with existing B2B enquiries or proposals already sent, using an agreed contact list. The smaller Validation Sprint has its own reduced scope. Continuation applies to the existing, unchanged workflow; new processes, languages or integrations are agreed separately.
Preparation together
- Define the purpose, responsible people and permitted information.
- Agree access rights, limits and handover to your team.
- For outgoing calls, provide evidence of the recipient’s prior explicit consent; clarify further requirements for data processing and any recording.
- For managed phone workflows, provide your own telephony account and phone number, and name a person for callbacks and next steps.
Starting a phone campaign requires suitable inputs, available access, approval of the conversation flow and clarified data and contractual requirements. An initial conversation alone does not launch a campaign.
After handover
There is no mandatory ongoing support fee payable to Vertriebex for the system handed over to you. Without contracted support, your team is responsible for operation, monitoring and responding to faults. You commission assistance and extensions as needed. The managed phone service is a separate offer.