Our Design Process

Often, we can rapidly build a custom solution using existing solution templates. For more complex solutions, we have a proven process for designing, building and deploying custom AI solutions.

1

Scoping Session

We start with a workshop with the Insightflow AI team to identify your AI needs and prioritize use cases.

Timeframe: 1-2 hours
Identify business challenges that AI can solve
Prioritize use cases based on impact and feasibility
Define success metrics and expected outcomes
Outline data sources and integration requirements

Scoping Workshop

1-2 hours

Let's identify the key areas where AI can transform your business operations. What are your biggest pain points?

Our customer support team is overwhelmed with repetitive queries, and our sales team needs help qualifying leads more efficiently.

Perfect! We can create a Customer Support AI and a Sales Qualification AI. Let's prioritize these and discuss what data sources they'll need to access.

2

Design Phase

We design knowledge bases, AI Agents, and integrations based on your specific requirements.

Timeframe: 1-5 days depending on scope
Design knowledge base architecture and data organization
Create AI agent personas and conversation flows
Plan system integrations and data access patterns
Design user interfaces and interaction models

Design Documents

1-5 days

Knowledge Base Design

Support Documentation
Product Information
FAQ Database

AI Agent Design

Support Agent Persona
Sales Qualification Flow

Integration Design

CRM Connection
Ticketing System API
3

Build & Test Phase

We load data into the knowledge base, integrate with your systems if required, and build and train your AI assistants.

Timeframe: Varies based on complexity
Load and structure your data in the knowledge base
Configure system integrations and API connections
Build and train AI assistants with your data
Conduct thorough testing and quality assurance
Refine AI responses and conversation flows

Build Progress

In Progress

Knowledge Base Setup

Completed

System Integrations

In Progress

AI Training

In Progress

Testing & QA

Pending
4

Deploy & Host

We deploy your AI assistants and knowledge base on the Insightflow platform, ready for your team to use.

Timeframe: Continuous service
Deploy AI assistants to production environment
Set up monitoring and analytics
Provide access to management dashboard
Conduct user training sessions
Establish ongoing support and maintenance

Deployment Dashboard

All Systems Operational

Support AI

StatusOnline
Response Time1.2s
Accuracy94%

Sales AI

StatusOnline
Response Time0.9s
Conversion32%

Knowledge Base

StatusOnline
Documents1,248
Last UpdatedToday, 09:45
1

Scoping Session

1-2 hours

2

Design Phase

1-5 days depending on scope

3

Build & Test Phase

Varies based on complexity

4

Deploy & Host

Continuous service

Ready to transform your business with AI?

Join the growing number of businesses that are leveraging Insightflow's AI solutions to drive growth and innovation.