Selected workflow map
Define the incoming requests or documents, users and expected output. Agree the assistant's tasks and where a person must remain involved.
Configure an assistant for handling requests, working with documents and searching company knowledge. Start with one workflow whose output an employee can check.




Define the incoming requests or documents, users and expected output. Agree the assistant's tasks and where a person must remain involved.
Review available exports, interfaces and data requirements. Choose an approach to TMS, WMS, CRM or 1C after the technical review.
Agree representative examples and criteria before starting: field completeness, reconciliation accuracy or answers grounded in sources. Review errors and omissions separately.
Use the pilot results to review the checks and propose the next scope. Agree roles, support and handover for the specific project.
Describe who handles requests or documents today, which tasks repeat and what you want to change.
Clarify the data, access and output format. The first discussion does not require a production database, passwords or customer documents.
An employee compares the output with agreed examples. Review errors, difficult cases and review time before deciding whether to expand.
Record the pilot findings, changes needed and rollout conditions. Confirm integration feasibility and scope for your environment.
We estimate cost and timing after reviewing the workflow, data and technical constraints. Start with a short task description; pilot scope is agreed separately.
Request and document types, their volume, the users and required output.
Available exports and interfaces, the quality of examples and data-hosting requirements.
Acceptance criteria, specialist involvement, team onboarding and the agreed support process.
In the proposed pilot, the assistant prepares a review, discrepancy list or draft for an employee to check. Sending customer messages, changing accounting data and automated decisions require separate agreement. After the technical review, choose an integration approach and test it in the agreed pilot.
Choose a recurring task with a describable good result: reviewing a request, reconciling selected fields or searching approved documents. Agree examples and acceptance criteria before the pilot.
First review your workflow, interfaces and exports. A technical review determines the integration approach and any changes needed; compatibility is not assumed in advance.
The proposed default is a draft for an employee to review. Automated sending, permissions and actions in other systems require separate agreement.
A task description is enough for the first discussion. Agree the examples and how to share them separately.
Use agreed examples in the pilot and compare output with a specialist's review. Record errors, omissions and handover cases; define the criteria for further rollout in advance.
The estimate depends on the workflow, available data, integrations and acceptance criteria. Agree the project scope and terms after clarifying the task; there is no single timeline for every system.
Documents, data search and agreed integration with 1C.
More about this solution →Organising request handling: roles, tasks and discussion history.
More about this solution →Reports and work interfaces for data analysis.
More about this solution →Open the form, select “AI implementation” and describe one workflow. We will clarify the task, constraints and a possible pilot.