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Services & solutions

Fixed-scope AI pilots with written acceptance criteria and measurable monthly reporting.

Every engagement has a price, a timeline, and a written acceptance bar before any code is written. After the pilot ships, monthly Impact Reports give you the numbers to show a partner, a CFO, or a board.

Every agentic workflow ships with audit trails, prompt versioning, cost budgets, and loop guards, governance controls that regulated buyers need before sign-off, not bolted on after.

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AI Readiness Assessment

The safest first step before committing to a pilot.

10 business days. Scorecard across data, workflows, risk, and team readiness. A prioritized opportunity register with ROI estimates. A 1–6 month roadmap you own and can act on with or without us. Everything a pilot needs to be scoped correctly.

  • Readiness scorecard across 7 dimensions
  • Opportunity register with ROI estimates
  • 1–6 month roadmap, yours to keep
  • No pressure to continue, fixed scope, fixed price

Fixed price

$5,000

10 business days

Apply for an assessment →Book a call first
Document Intelligence

Document Intelligence Pilot

Turn policies, SOPs, support docs, project knowledge, and client corpora into queryable, cited assistants.

Ingests PDFs, markdown, and structured documents; retrieves context with sensitivity-aware filters; and generates grounded answers with full citations. Deployable as an internal knowledge assistant or a client-facing co-pilot.

Capabilities

  • Chunked ingestion with metadata tagging
  • Embedding-backed retrieval with managed or self-hosted vector store
  • Source citations with sensitivity labels
  • Prompt guardrails and injection checks
  • Conversation memory across turns
  • Evaluation with golden datasets and quality gates

Deliverables

  • Configured knowledge base and ingestion pipeline
  • Acceptance: faithfulness ≥ 0.90, hallucination < 2% on the engagement's golden eval set
  • Deployment documentation and handoff materials
  • Deployment as Docker or Kubernetes chart

From

$25,000

Time to value

4 weeks

Fixed-scope implementation + optional retainer

Scope a Document Intelligence pilot
Workflow Automation

Workflow Automation Pilot

Automate multi-step business processes with approval gates, retries, and full audit trails.

Orchestrates email sends, CRM updates, calendar actions, and document routing through a state-machine engine. High-risk steps require human approval before execution. Every action is audited and retryable.

Capabilities

  • Multi-step state machine with approval pauses
  • Integrations with email, CRM, calendar, and storage
  • Idempotent execution with error handling
  • Per-step audit events and trace correlation
  • Sandbox mode for safe testing before deployment
  • Configurable retry and escalation policies

Deliverables

  • At least one end-to-end workflow live in production
  • Approval and escalation playbook
  • Monitoring dashboard for workflow health
  • Acceptance: task completion rate ≥ 95% on the engagement's regression set

From

$35,000

Time to value

6 weeks

Fixed-scope per workflow + retainer for iteration

Scope a Workflow Automation pilot
Voice Intake

Voice Intake Pilot

Structured intake from inbound calls, transcripts, extracted fields, and auto-created tickets with human review.

An inbound voice agent that takes a caller's request, transcribes the conversation, extracts structured fields (intent, sentiment, ticket type), invokes lookup tools, and creates a ticket in your helpdesk. Sensitive responses route to human review before any outbound reply. Per-call eval coverage on transcript accuracy and field extraction.

Capabilities

  • Real-time STT with provider abstraction (Deepgram / Whisper / equivalent)
  • Structured intake schema with typed field extraction
  • Sentiment + urgency classification with escalation routing
  • Tool calls (CRM lookup, order status, knowledge-base retrieval)
  • Auto-ticket creation in Zendesk or your existing helpdesk
  • PHI / PII redaction before logging (healthcare profile)

Deliverables

  • Inbound voice agent live with one structured intake schema
  • Acceptance: transcript accuracy ≥ 0.90 on the engagement's golden call set
  • Acceptance: field-extraction accuracy ≥ 0.85 on the same set
  • Per-call cost dashboard
  • Operator playbook for the review queue

From

$20,000

Time to value

4 weeks

Fixed-scope pilot + retainer for tuning

Scope a Voice Intake pilot
Support Automation

Support Automation Pilot

Assist tier-1 support with safe escalation, KB retrieval, client portal sessions, and measurable containment.

Helps operators handle inbound support queries using knowledge base retrieval, classifies escalations by urgency and sentiment, and creates tickets in your helpdesk. Includes a client-facing support portal for status, replies, and follow-up confirmation. Every unsupported query reaches a human, nothing is silently dropped.

Capabilities

  • KB retrieval with citation-backed answers
  • Sentiment and urgency classification
  • Escalation to human agents with full context
  • Client-facing support portal with secure session access
  • Zendesk and external ticket creation
  • Transcript redaction for sensitive-data environments
  • Containment rate and CSAT metrics

Deliverables

  • Acceptance: containment rate ≥ 60% on the engagement's golden eval set
  • Acceptance: escalation accuracy ≥ 90% on the same set
  • Client-facing support session access and follow-up visibility
  • QA sampling process and quality dashboard
  • Channel integration guide

From

$30,000

Time to value

5 weeks

Fixed-scope pilot + retainer for ongoing operation

Scope a Support Automation pilot
Decision Support

Decision Support Pilot

Generate executive briefings, engagement reports, and sourced recommendations on demand.

Combines structured data access with retrieval to produce source-backed recommendations, weekly delivery reports, and executive summaries. Every recommendation is traceable to the data it came from.

Capabilities

  • Report generation from structured and document sources
  • Source attribution on every recommendation
  • Customizable report templates
  • Review-before-delivery workflow
  • Archival with secure retrieval
  • Reproducibility and consistency evaluation

Deliverables

  • Weekly or monthly report template in production
  • Acceptance: source-attribution coverage ≥ 95% on the golden report set
  • Reviewer approval workflow
  • Acceptance: report generation < 60 seconds p95

From

$30,000

Time to value

5 weeks

Fixed-scope setup + per-report or retainer billing

Scope a Decision Support pilot
Agentic AI, Multi-Agent Orchestration

Multi-Agent Workflow Pilot

Decompose complex objectives into planner-led steps, specialized sub-agents, and tool calls with budgets, checkpoints, and loop avoidance.

Uses supervisor patterns over specialized sub-agents and approved external tools so long-running work stays bounded: explicit plans, structured outputs on decision points, end-to-end traceability, and cost attributed per client, project, and agent. Suited when a single RAG pipeline or workflow is not enough, but still governed by the same evaluation gates and production-readiness path as other offers.

Capabilities

  • Supervisor / worker graphs with pause, resume, and human handoff
  • Tool allow-lists and approval gates on any side-effecting action
  • Token and cost budgets per task with spike alerts
  • Loop detection and max-iteration guards
  • Shared state with typed schemas at every agent boundary
  • Golden-path evals for end-to-end task completion

Deliverables

  • At least one production orchestration pattern with runbook
  • Acceptance: end-to-end task-completion threshold (set per engagement) with regression evals in CI
  • Cost and latency dashboard for the agent system
  • Handoff checklist and operator playbook for approvals

From

$60,000

Time to value

8 weeks

Fixed-scope multi-agent pilot + retainer for tuning

Scope a Multi-Agent pilot

Solution kits

The repeatable offers the firm can sell and deliver

Kits summarize how work is packaged; the service lines above spell out capabilities, deliverables, and commercial shape in full.

Jump to first service line →

Document Intelligence

Turn policies, SOPs, contracts, support histories, and client knowledge bases into cited assistants with evaluation gates.

Faster lookupCited answersReusable ingestion pipeline

Workflow Automation

Orchestrate CRM updates, emails, calendar actions, approvals, and retries through auditable business workflows.

Approval gatesRetryable stepsIntegration-ready handoff

Support Automation

Help operators contain routine support questions, classify escalation risk, preserve transcript context, and keep humans in the loop.

Measured containmentEscalation visibilityClient support portal

Decision Support

Generate source-backed reports, executive briefs, QBR inputs, and monthly Impact Reports from structured and document data.

Traceable recommendationsReview workflowImpact reporting

Multi-Agent Orchestration

Supervisor-led agent graphs for objectives that need planning, multiple tools, and sub-agents - with the same packaging, evals, and deployment profiles as other service lines.

Bounded autonomyApproval gatesEnd-to-end completion acceptance bar

Use cases

What we’re delivering to our clients

Real solutions we build and operate across industries, from document intelligence and support deflection to voice intake, agentic research, and transaction automation. Expand the list to find the problem that looks like yours.

Browse all 24 use casesacross 8 solution areasShow

Document Intelligence & Knowledge

4

Contract Obligations Assistant

The pain today: Legal reads every contract line by line to catch the clause that bites later: uncapped liability, an auto-renewal nobody flagged, an SLA you can't actually meet. It's slow, it doesn't scale, and the one clause that slips through is the one that costs you.

How we solve it: Surfaces high-risk clauses before signature and hands legal a clause-cited obligation brief, targeting up to 80% less first-pass review time while a human keeps the final call.

Healthcare Document Intelligence

The pain today: Staff dig through policy binders, SOP folders, and clinical documents to answer a single question, and in a PHI environment a wrong or unsourced answer is a compliance problem, not just a delay.

How we solve it: Makes policies, SOPs, and clinical documents instantly queryable with cited answers under PHI-aware controls, turning a minutes-long lookup into seconds.

Policy Knowledge Assistant

The pain today: HR and IT answer the same policy questions over and over (PTO, expense rules, access requests), and every interruption pulls an expert off real work while the employee waits for an answer that's already written down somewhere.

How we solve it: Deflects repetitive HR and IT policy questions to a self-serve assistant that grounds every answer in cited source passages, no fabricated guidance, no expert needed for the routine majority.

Listing Intelligence Copilot

The pain today: Listing quality swings with whoever wrote it, pricing is a gut call, and agents burn hours on prep instead of selling, so inconsistent listings quietly undersell the property.

How we solve it: Generates consistent premium listing copy and a pricing-confidence signal on every submission, aiming to cut listing prep time by ~70% across all agents.

Workflow Automation

4

AP Invoice Approval

The pain today: AP keys in invoices by hand, chases approvers for sign-off, and still catches the duplicate or over-budget payment only at reconciliation: slow cycles, late-payment fees, and money that's hard to claw back.

How we solve it: Touchlessly clears 40–60% of low-value invoices and stops duplicate, over-budget, and unmatched payments before they ever reach an approver.

Employee Onboarding

The pain today: Every new hire kicks off a scramble of accounts, access grants, and equipment requests across teams: steps get skipped, elevated access lingers unaudited, and the new hire sits idle on day one.

How we solve it: Provisions every new hire through one audited workflow with approval gates on elevated access, no missed steps, targeting ~60% faster time-to-productive.

Receivables Copilot

The pain today: Collections runs on spreadsheets and manual reminders, disputes stall for weeks, and risky settlements get approved without a second look. Cash sits uncollected while DSO creeps up.

How we solve it: Shortens collection cycles, cuts dispute-escalation time, and automatically gates high-risk settlements for human review.

Recruiting & Onboarding

The pain today: Recruiters hand-screen every résumé and HR fields the same new-hire questions all week. Strong candidates go cold while the team drowns in repetitive triage.

How we solve it: Speeds candidate screening and answers most new-hire policy questions without HR intervention, reducing onboarding friction end to end.

Customer & Support Automation

4

E-commerce Support Deflection

The pain today: Tier-1 is buried in 'where's my order' tickets, response times slip, and cost-per-ticket climbs, while the genuinely urgent issue waits in the same queue as the routine ones.

How we solve it: Contains the majority of Tier-1 contacts and routes the real escalations to a human in seconds, so cost-per-ticket falls sharply on contained volume.

After-Hours Dispatch

The pain today: After hours, calls drop to voicemail or land on an overwhelmed on-call tech. Real emergencies wait, and easy leads are gone by morning.

How we solve it: Captures every after-hours lead and escalates true emergencies instantly, targeting roughly half the dispatcher workload.

IT Helpdesk Deflection

The pain today: IT spends its day on password resets and access requests instead of real engineering, and under that volume, privileged-access asks get rubber-stamped.

How we solve it: Deflects routine Tier-1 IT tickets to self-service while holding every privileged-access request behind an auditable approval gate.

Support Ticket Triage

The pain today: Tickets pile up unsorted, first responses lag, and reply quality depends on which agent happens to grab it. Customers feel the inconsistency.

How we solve it: Cuts median first-response time and lifts agent capacity by standardizing reply tone, without losing the personal touch.

Decision Support

3

Board-Prep Briefer

The pain today: Board and QBR prep eats days of pulling numbers from a dozen systems into slides, and one stat nobody can source becomes the question that derails the meeting.

How we solve it: Turns board and QBR prep from days into minutes, with a verifiable source behind every executive claim the board sees.

Deal Screening Memo

The pain today: Every analyst screens deals a little differently, memos take days to assemble, and a score nobody can defend sinks the conversation with the investment committee.

How we solve it: Standardizes the screening rubric across the team and produces a defensible memo that traces each score back to a sector benchmark.

Market Expansion Brief

The pain today: Market-entry research takes weeks of manual digging, every brief looks different, and go/no-go calls end up resting on stale or inconsistent data.

How we solve it: Compresses market-entry research from weeks to hours, with standardized go / investigate recommendations across every market.

Agentic & Multi-Agent

2

Competitive Intelligence Swarm

The pain today: Competitive research is a multi-day manual slog across sites and filings. By the time the brief lands it's stale, and there's no way to tell a well-evidenced claim from a guess.

How we solve it: Compresses a multi-day research cycle into a single observable run, bounded by a cost budget and a confidence gate that stops low-evidence briefs.

Incident Response Swarm

The pain today: When an incident hits, responders juggle triage, root-cause hunting, and the status update all at once. Under pressure, the comms slip and the timeline gets fuzzy.

How we solve it: Turns incident triage-to-comms into one observable run: severity, an evidence-cited root cause, a remediation plan, and a drafted status update.

Sales & Revenue

3

Lead Intelligence Robot

The pain today: Reps copy-paste prospect data from directories and niche sites into the CRM by hand (hours of research per list), and half the records are stale before they're ever used.

How we solve it: Turns directories, niche sites, and documents into structured, CRM-ready lead APIs, targeting ~70% less prospect-research time.

Buyer Journey Assistant

The pain today: Inbound buyer leads sit for hours before anyone replies, qualification depends on who picks them up, and agents lose evenings to follow-up drafting, while the fast-mover wins the deal.

How we solve it: Responds to every inbound buyer lead within minutes and qualifies consistently, freeing agents from hours of weekly follow-up drafting.

Sales Proposal Drafter

The pain today: Proposals take days, the voice drifts with each author, and senior staff burn hours on boilerplate instead of the parts that actually win the deal.

How we solve it: Drops proposal turnaround from days to ~30 minutes in a consistent house voice, freeing senior staff for the customization that moves deals.

Voice & Transaction

3

Buyer Offer Automation

The pain today: Drafting an offer packet means picking the right form, filling fields by hand, and hoping nobody grabbed the wrong WB form, slow, error-prone, and the mistake surfaces at the worst possible time.

How we solve it: Drafts ready-to-review real-estate offer packets within minutes of intake, and eliminates offer-form selection errors.

Voice FNOL Intake

The pain today: First-notice-of-loss calls get logged inconsistently, simple claims wait behind complex ones, and fraud signals only surface much later in the process.

How we solve it: Takes first-notice-of-loss calls, fast-tracks low-severity claims, and surfaces fraud signals to SIU at intake, humans stay in the loop on high-severity claims.

Voice Patient Intake

The pain today: Front-desk staff capture intake while juggling a full waiting room, details get missed, and an urgent caller can slip through without anyone clinical noticing.

How we solve it: Captures structured intake on every patient call, and never lets an emergency-band caller through without a clinician laying eyes on the case.

Legal & Compliance

1

Contract Review & Redline

The pain today: Lawyers redline every agreement from scratch, first-pass review drags on, and turnaround time becomes the bottleneck the business keeps complaining about.

How we solve it: Aims to cut first-pass contract review time by ~60% and produces client-ready redline drafts that lawyers approve rather than write from scratch.

Outcomes describe the target each solution is built and measured against on the engagement’s golden eval set, not a guaranteed per-client result. Every engagement still starts with fit, scope, and a written acceptance bar.

Ops Retainers

Keep the shipped pilot operating

After a pilot ships, an ops retainer keeps the system meeting its acceptance bar, handles drift, rotates evals, runs the monthly Impact Report, and absorbs small change requests without re-scoping. Three tiers so the retainer matches the workload, not the contract size.

Small

$5,000 / mo

Light advisory, monitoring, and a monthly Impact Report. Right-sized for a single live workflow under steady load.

Best for: Single pilot in production, predictable volume.

Mid

$10,000 / mo

SLA-tier support, prompt + eval tuning, and quarterly business-review materials. Covers multiple workflows or higher-stakes adoption.

Best for: 2–4 workflows live; needs faster response than ticket cadence.

Large

$20,000 / mo

Priority response, multiple workflows, regulated or higher-stakes support with a named on-call engineer.

Best for: Healthcare / financial profile; mission-critical workflows.

Retainers run monthly with 30-day notice. Tier upgrades / downgrades take effect on the next billing cycle. Single-tenant onboarding, healthcare / financial controls, and named on-call escalation are scoped per engagement.

Industry profiles

Controls are selected per engagement

Profiles keep the platform broad by default while still supporting stricter delivery contexts. Pick the smallest profile that satisfies the client, data, and contract requirements.

Next step

Choose an assessment, demo, or sales conversation

Kits describe how work is packaged; engagements still start with fit, scope, and measurable acceptance criteria.

Client support portal

As our client you get full visibility into your support sessions

Every support engagement includes a secure, token-based portal where you can check status, read responses, send follow-up messages, and confirm resolution - all within a controlled, auditable session boundary.

Engagement model

  • Every engagement starts with a paid AI readiness assessment and scored opportunity map.
  • Implementation follows a fixed-scope model with clear milestones and written acceptance criteria.
  • Assessment findings that don’t fit a pilot as shipped - a specific integration, a domain rubric, an extra data source - are delivered as a named fixed-price addendum on the pilot’s SOW, under the same eval acceptance contract. Repeat addenda become new productized offers.
  • Ongoing support is available via retainer with defined response times and escalation paths.

Not sure where to start?

Every engagement begins with a paid AI readiness assessment - a scored opportunity map, risk register, and recommended roadmap that converts directly into a fixed-scope implementation.

Request an assessment
Services & Solutions | Aago AI & Automation Consulting