Review answer quality, appropriate escalations and the volume of routine enquiries handled using an agreed evaluation set.
A clearly defined scope
What’s included
6 deliverables
01
One agreed AI chatbot or voice-agent channel
02
Answers grounded in your approved FAQs and support content
03
Customer enquiry classification and routing
04
Integration with one agreed CRM or ticketing system
05
Human escalation and fallback flows
06
Support reporting, response testing and team handover
Scope & boundaries
Channel, content sources and integrations are agreed at discovery. The agent supports approved service enquiries; financial advice, autonomous account actions and automated eligibility decisions are outside scope.
From first conversation to handover
A clear path to delivery
01
Define the scope
Review your challenge, systems and dependencies. Agree deliverables and acceptance criteria.
02
Build together
Implement the agreed workflows, with regular reviews and feedback from your team.
03
Validate & hand over
Test the agreed journeys, support deployment and hand over to your team.
The details that matter
Before we get started
A few things to know about scope, timing and working together.
Is this a fixed-price package?
The displayed range is indicative. We agree a defined scope, acceptance criteria and a project quote before work starts. Requests beyond that scope are estimated separately.
What do you need from our team?
A product or operations contact, access to the agreed systems and documentation, representative test data, and timely feedback. We confirm access and integration dependencies before scheduling delivery.
When does the delivery timeline begin?
The target delivery window is 2–3 weeks, starting once scope, access and dependencies are ready. Third-party approvals or changes to the agreed scope can affect timing.
What happens after delivery?
We hand over the agreed deliverables and documentation with a walkthrough for your team. Further features, monitoring and ongoing maintenance can be scoped as a separate engagement.
Prices are indicative GBP project ranges. Final scope, deliverables, acceptance criteria and price are agreed before work starts. Timelines assume defined scope, available technical access and compatible third-party integrations. Vendor, infrastructure, regulatory and licensing costs are excluded.
Let’s make progress
Start with a conversation. Leave with a clear next step.
Tell us about your product and what’s slowing you down. We’ll help define the right scope for Fintech AI Support Agent.