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Pilot programs

Five proven pilot programs

Each pilot has a repeatable shape — problem, solution, workflow, and expected outcomes — scoped in weeks and measured at 30/60/90 days.

Customer support automation

AI intake, triage, and routing so agents handle judgment calls, not categorization.

Pilot details

Document intelligence

Extract, classify, summarize, and review recurring document-heavy workflows.

Pilot details

Follow-up automation

Consistent, personalized follow-up routing and timing without manual tracking.

Pilot details

Knowledge assistant

A trusted answer layer over your policies, playbooks, docs, and decisions.

Pilot details

Reporting automation

Turn recurring metrics into a plain-English operating brief with recommended actions.

Pilot details

Not sure where to start?

Run the readiness checklist, then bring the results to the first conversation.

Readiness checklist

Ready to pick a pilot?

Tell us which workflow should change first — the first conversation ends with a concrete path to audit, pilot, or modernize.

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Smart Biz AI Hub

Practical AI pilots for small and mid-sized businesses — scoped in weeks, measured at 30/60/90 days.

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Pilots

  • Customer support automation
  • Document intelligence
  • Follow-up automation
  • Knowledge assistant
  • Reporting automation
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