Getting started

Your first two weeks: from sources connected to agent live

In brief: Week 1 is for connecting knowledge sources, the helpdesk, and CRM, then configuring Audiences and compliance settings. The documented Fixed plan path uses a four-week pilot to prepare and assess the Customer Agent before a go-or-no-go decision.

Getting from connected systems to a live Customer Agent involves more than connecting tools. The available rollout details cover the first week and the four-week Fixed pilot, but do not provide a separate week-two checklist or describe a two-week route to go-live. Here is what the documented timeline does establish.

Week 1: Connect your systems

The first week focuses on connecting the systems and setting up the initial configuration. The listed tasks are:

These steps prepare the foundation for the next documented stage: the pilot.

The four-week pilot

For the Fixed plan, the pilot runs for four weeks on your own data. Unless configures the Customer Agent for the moment you want to start with, runs it on your content, and reports the results.

The pilot ends with a go-or-no-go decision. If you stop, you owe nothing; if you continue, the 12-month term starts at go-live, not at pilot kickoff. The pilot is the documented path to go-live, and Visma Group reached its first deployment in four weeks.

What to expect in your first two weeks

The available rollout details do not specify what happens in week two, or say that the Customer Agent will be live within the first two weeks. They describe the week-one connection and setup work, followed by a four-week pilot, so a more detailed week-by-week schedule cannot be provided from this information.

Use the documented steps to understand the start of the rollout, then treat the pilot’s go-or-no-go decision as the point for deciding whether to continue toward go-live.