A specific job and success criteria.
Map inputs, outputs and exceptions. Agree what the workflow should do, what it should leave to your team and how results will be assessed.
AI implementation / Small business
Bring AI into a workflow your team already uses. Clientelly builds and connects AI agents for small businesses, with a defined job, the right permissions and a person responsible for review.
Remote implementation for small businesses in Nigeria, the United States and Canada.
01 / The right starting point
Start with a recurring task, accessible information and someone who can check the result. We assess whether AI fits before building.
For a process that needs less manual work.Onboarding, enquiry follow-ups, document preparation and support routing are possible starting points. The decision depends on your tools, data and approval requirements.
For agents you already run.If the main problem is failures or ongoing upkeep, start with our managed AI agent operations service instead.
02 / What we deliver
The proposal defines the workflow, integrations, acceptance criteria and handover. Implementation follows that agreed scope.
Map inputs, outputs and exceptions. Agree what the workflow should do, what it should leave to your team and how results will be assessed.
Connect the agreed inbox, CRM or other systems where access allows. Limit permissions to the task and keep account ownership with your business.
Test representative inputs, permissions and approval steps. Define where uncertain outputs and failed runs go, with a named human owner.
Provide handover for the agreed workflow. If ongoing support is useful, prepare a separate managed operations proposal with responsibilities and change limits.
03 / What we need from you
A short description of the process is enough for the first conversation. Keep initial enquiries free of customer data, credentials and confidential documents.
04 / Illustrative workflows
These examples show possible work to explore. They are illustrations, not live demos or customer results; feasibility depends on your setup.
Prepare a checklist from an approved brief, flag missing information and draft a follow-up for your team to review before sending.
Summarize an enquiry, collect available context and propose a CRM update. Your team checks the suggested next step before it is applied.
Group requests and draft replies using approved guidance. Route uncertain or sensitive cases to the person responsible for handling them.
We agree scope and pricing before building. New workflows or substantial changes need a separate agreement.
Subscriptions, model usage and other third-party costs are clarified in the proposal. Ongoing maintenance is quoted separately.
05 / Common questions
We first discuss your process and whether AI fits.
We review your tools, available integrations and permissions before committing. A connection may need a supported integration, API access or a different workflow; compatibility is assessed during scoping.
Pricing follows the workflow scope, integrations, testing and handover requirements. We provide a proposal before implementation and clarify third-party tool and model costs.
We define permissions and review steps together. Your team approves consequential actions, and exceptions go to an agreed human owner. Those boundaries are tested before rollout.
Implementation and ongoing operations are separate scopes. Our managed operations service can cover monitoring, investigation and tested improvements under an agreed support arrangement.