AI consulting
How we test and hand over
Before we build
- Suitability first. We confirm the tools you use support the access and connections the workflow needs. If they don’t, we tell you before you pay for implementation.
- A written scope. One workflow, written down: what starts it, what should happen, what’s not included, and the tests that show it works. You approve it.
- Access you control. You invite us as a user or approve an app connection. We never ask for passwords, card numbers or sign-in codes by email. Sign-in codes stay on your phone.
How we test
- Test cases from your real day. For example: a normal inquiry, an after-hours inquiry, one with missing details, an urgent one, and what happens if a notification fails.
- Test data, not live customers, until you approve going live.
- We fix what doesn’t match the scope and re-run the test.
- You run the tests with us before you accept. Each one is marked pass or fail on a checklist you sign.
What you get at handoff
- A one-page how-to: what it does, what to check, what to do if it stops.
- A setup list: every tool, its plan, who owns the account (you), and its monthly cost.
- For Growth and Custom: a map of how the tools connect.
- An "if it breaks" sheet: how to switch the automation off and fall back (for example, forwarding calls to your cell), and where to get provider support.
Access after handoff
- No maintenance: we remove our access and confirm in writing, system by system.
- With maintenance: we keep only the limited access you authorize in writing for maintenance, and remove it when the plan ends.
After handoff
- Starter: a check about a week later. Growth and Custom: a 30-day check-in.
- If something we configured doesn’t do what the scope says during the short window after acceptance in your agreement, we fix it at no charge.
- AI tools can make mistakes and providers change things. Please check the workflow’s results, especially in the first weeks.
