07 How we work
Five stages for a useful assistant. Its role, sources, boundaries, and handoff model are defined before the full experience is built.
01Understand the conversationsStudy who is asking, what they need, where they ask, what information exists, and how people handle the difficult cases now.Including the unresolved questions and informal workarounds.Conversation map
02Define the assistant's roleSet what the assistant may answer, ask, retrieve, prepare, complete, refuse, and hand over.Written down before interface or model choices are made.Role and boundaries
03Prototype realistic exchangesTest priority journeys using representative questions, source material, account states, and handoff scenarios.The hardest and highest-risk exchanges first.Evidence
04Build and connectDevelop the assistant experience, prepare its knowledge, connect required systems, and validate the full service path.Permissions, source handling, logging, and fallbacks included.Working assistant
05Launch and improveIntroduce the assistant carefully, review conversations and feedback, close knowledge gaps, and refine its behaviour over time.Usually one audience, channel, or journey before expansion.In service