How long does the full process take?

Most clients have their first AI agent live within 2 to 4 weeks from the initial discovery call. More complex agents involving multiple system integrations or custom data models may take 4 to 8 weeks.

Do we need to prepare anything before the discovery call?

No preparation required. Just bring an open mind and, if possible, one or two team members who are closest to the workflow you want to automate. We will guide the conversation.

What happens if we want to change the scope during the build?

We build flexibility into every project. Minor scope changes are absorbed during the build phase. Significant changes are scoped separately and handled transparently — no hidden fees.

Do we need a technical team to work with you?

No. WorkAgentic handles every aspect of design, integration and deployment. You interact with outcomes, not code. Your team only needs to be available for reviews and approvals.

What systems can you integrate with?

We integrate with virtually any system that has an API — including QuickBooks, Xero, NetSuite, SAP, Salesforce, HubSpot, Shopify, ServiceNow, and hundreds of others. If your system has data in or out, we can connect to it.

Who owns the agent after it is built?

You do. Every workflow, integration and piece of logic we build is yours. There is no lock-in. If you ever want to manage the agent yourself or move to a different provider, we provide full documentation and handover.

What support do we get after go-live?

All clients receive 30 days of post-launch support included. After that, we offer monthly managed support retainers covering monitoring, maintenance, model tuning and continuous improvement.

Can you build agents for multiple departments at once?

Yes. Many clients start with one high-priority workflow and expand to other departments within the first 90 days. We can run parallel builds for multiple departments if needed.

Our Process

From Discovery to Live
in 2 to 4 Weeks

Getting started with WorkAgentic is simple. We follow a clear, proven process that gets your AI agent live without disrupting your current operations.

Book a Free Discovery Call Talk to Our Team

2–4wk

Average time to first live agent

80%

Average cost reduction per workflow

24/7

AI agent uptime, no breaks

Technical team required from your side

Step by Step

How It Works

Every WorkAgentic engagement follows the same four-step process. Clear, predictable and built around your existing operations.

Step 01

Discovery and Workflow Mapping

We start with a free 30-minute call. Our team maps your highest-value workflows across finance, compliance, supply chain, marketing or other departments. No commitment required.

During discovery we document every manual step your team takes — every tool, every handoff, every decision point. We identify where time is being lost and where AI can deliver the fastest, highest-impact results. You walk us through it once. We take it from there.

Process map of your current workflowsAutomation opportunity scorecardEstimated ROI per workflowRecommended agent architecture

Step 02

Agent Design and Blueprint

We design your custom AI agent from the ground up. Every decision point, integration, exception and output is documented before a single line of code is written.

Our team produces a full agent blueprint — logic flows, integration map, exception handling rules, approval workflows and expected outputs. You review and approve everything before build begins. No surprises, no scope creep.

Agent logic and decision flowchartFull integration specificationException handling rulesApproval workflow design

Step 03

Build, Integrate and Test

Our team builds the agent, connects it to your existing systems and runs rigorous testing using real data. You review and approve the agent before it goes live.

We build the agent, connect it to your ERP, CRM, accounting software or any other system in your stack — and test it against real data and edge cases. You get a preview environment to review the agent's behaviour before anything goes live in production.

Fully built AI agentSystem integrations connectedReal-data test resultsPreview environment for your review

Step 04

Deploy and Optimise

Your AI agent launches into production. We monitor performance, handle edge cases and continuously improve the agent so it gets smarter every month.

Once approved, the agent goes live in your production environment. We monitor performance in real time, handle any edge cases that arise and run monthly optimisation cycles. Your agent gets smarter over time — and your team keeps getting more time back.

Agent live in productionReal-time performance monitoringMonthly optimisation reportsOngoing managed support

Your Commitment

What We Need From You

WorkAgentic does the heavy lifting. We just need a small amount of your time at key moments.

30 Minutes for Discovery

One call with the right person — whoever knows the workflow best. That is all we need to start mapping your automation.

Blueprint Review and Sign-Off

We present the agent design before we build. One review meeting to confirm the logic, integrations and expected outputs.

UAT and Go-Live Approval

You test the agent in a preview environment and approve it before it touches production. You stay in control at every step.

FAQ

Frequently Asked Questions

Everything you need to know about working with WorkAgentic.

Ready to Start?

Book a free 30-minute discovery call. No commitment, no pressure — just a conversation about your workflows.

Book a Free Discovery Call Get a Free Workflow Audit

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From Discovery to Livein 2 to 4 Weeks