Vertais

What happens during the initial discovery call?

We schedule a 45–60 minute video call (no slides, no hard sell). You explain your current operations, biggest bottlenecks, goals for automation, and any existing tools/tech stack. We ask targeted questions about volume, complexity, compliance needs, and success metrics. Goal: determine whether agentic AI is a good fit and which workflows have the highest ROI potential.

Is there any cost or commitment for the discovery call?

Completely free and zero-obligation. We only move forward if we both see clear value. About 20–25% of discovery calls result in us politely declining because the use-case isn't ready for agentic automation yet.

What does the workflow audit involve?

We perform a 1–2 week deep dive (usually remote screen-share sessions + access to your tools like CRM, ERP, email, Slack, etc. under NDA). We map 5–15 high-potential processes, document current manual effort/time/cost/errors, identify decision points, failure modes, and integration needs. Deliverable: prioritized agent roadmap with estimated ROI per workflow.

Do we need to give full system access during the audit?

No. We usually start with read-only API keys, shared screen recordings, process documentation, or exported sample data. Full access is only needed later during implementation — and always under strict NDA + your preferred security controls.

Can we start with just one agent?

Yes — most clients begin with one high-ROI workflow (e.g., lead qualification, invoice processing, customer onboarding) to prove value quickly before expanding.