Understand the work
We map the incoming conversations, recurring tasks and next steps that matter to you and your clients.
The result: a focused first workflow.FROM POSSIBILITY TO PRACTICE
A clear path
to your first workflow.
Start with a meaningful job for Hanna. Build the connections and knowledge around it. Then test the whole experience before expanding.
Define the boundaries
Confirm supported products, relevant information, approved knowledge and the decisions that stay with you.
The result: a shared implementation scope.Connect and configure
Set up Hanna’s introduction as your assistant, conversation guidance, data connections and workflow actions around the agreed process.
The result: a testable system.Rehearse the real journey
Walk through inquiries, corrections, supported plan links, customer selections, phone requests and opt-outs with approved test contacts.
The result: evidence you can review.Launch, observe, refine
Agree on acceptance and the initial rollout. Review how the workflow behaves before adding more scope.
The result: a deliberate path forward.