Toolbox
Tools to adopt AI
Forty-two objects to look at, and not one of them is a form. Each one answers a concrete question about AI agents, with no email asked and no call needed. They are ordered by the moment you are in, not by topic.
I am not sure this is for me yet
For before deciding anything: what you already have running, and which tasks of your week an agent could take.
Is it or is not AI
Three questions that name what already runs in your company: agent, copilot, automation or assistant.
Open the toolYour week's exchange map
A grid of counterparties and kinds of exchange, to see which repetitive task belongs to no single department.
Open the toolThe problem rectangle
Cases by minutes, with the side you have not measured yet drawn dotted instead of hidden.
Open the toolYour long tail of customers
How many small customers explain little volume and eat the week, and how many of them nobody is answering.
Open the toolWhat you save a month
Your volume, what resolving one query with a person costs, and what share the agent would resolve.
Open the toolWhether an agent is worth it today
Volume, value proposition and customer type. Sometimes the honest answer is not today.
Open the tool
I know it is, and I do not know where to start
For picking the first process: whether it holds up on what exists today, and how it connects to the systems you already use.
The dependency tower
The conditions a process has to meet before an agent, stacked: pull one out and everything above it falls.
Open the toolCan I automate my prospecting
Six questions about your B2B sales process, with a verdict: an agent can go on top today, or here is what comes first.
Open the toolThe layer that goes in the middle
Which integration your case needs, based on what your system exposes, without migrating platform.
Open the toolThe friction map
An order's route with its gates, separating the friction you chose from the friction you are paying for.
Open the toolThe cadence you cannot run
The follow-ups a week asks for against the ones your team can run, and the cases left untouched.
Open the toolA lead's priority
What you know about the lead turned into a score, with weights worth arguing against your own closed deals.
Open the tool
I have one specific process in mind
Nine everyday processes, each with what doing it by hand costs today and the same case resolved with an agent, step by step.
Attendance
One absence with a certificate across WhatsApp, attendance, Drive and payroll, against the same case with an agent.
Open the toolCard reconciliation
A month of settlements crossed against sales and bank, against the same close resolved by an agent.
Open the toolWhatsApp orders
One order that touches five systems before it can be confirmed, against the same order with an agent.
Open the toolCollections
One overdue invoice chased step by step, against the same collection resolved by an agent.
Open the toolSupplier onboarding
Ten documents and four departments to onboard one, against the same case resolved by an agent.
Open the toolAppointments
One slot that opens at nine and stays empty, against the same slot refilled by an agent.
Open the toolDelivery claims
Four screens and one translation to answer where an order is, against the same claim with an agent.
Open the toolQuotes
Eight steps of which seven need no judgment, against the same quote resolved by an agent.
Open the toolInventory replenishment
One replenishment cycle checked by hand, with its stockouts and rush buys, against the same cycle with an agent.
Open the tool
I have decided and I am building it
For somebody already working in the channel: what WhatsApp asks for, what gets billed, when the 24 hour window closes, and whether the account and the process are ready.
Whether the process is ready for an agent
Eight weighted conditions and three result bands saying what to close before putting an agent on top of it.
Open the toolYour qualifying script
The questions you pick, in the order they would be asked, assembled into a script ready to copy.
Open the toolWhether the chatbot is ready to launch
What it answers, what it does not, who it hands off to and who checks it: what to close before production.
Open the toolWhether the WhatsApp account is ready
The number, the account type, who administers it and the verification, before connecting anything.
Open the toolBillable WhatsApp messages
How many stay billable after the allowance and how far that drops if you group them or use a Flow.
Open the toolWhen the window closes
The customer's last message against your hours, and whether the reply lands or needs a template.
Open the toolWhatsApp app or API
Four questions saying whether the app is enough or whether it is time to move to the API.
Open the tool
It is running and I want to know what it costs
For whoever already operates an agent: the configuration decisions that get paid every month, and the cost that shows up later.
When to say it is an agent
The turn of the conversation where the customer finds out, and what it costs to find out there instead of earlier.
Open the toolThe 24 hour window
When your automatic follow-up actually goes out, against real staffed hours and against WhatsApp's window.
Open the toolThe month fourteen curve
Building against maintaining, over twenty-four months, with your volume and your rate of change.
Open the toolWhat leaves your roadmap
The same arithmetic in product currency: which features fall out of the quarter when the in-house agent comes in.
Open the toolWhat your channel costs
The channel bill split in two: the half that sells and the half that does not, with the average ticket above.
Open the tool
I am about to sign with someone
For the negotiating table: what your company takes with it if it changes provider, and what to ask a partner before signing.
Who owns your agent
The five assets of an agent in production, and which side of the move each one ends up on.
Open the toolThe ground you have not mapped
The ways this breaks that only show up in production, and how many are still unexplored at your team's experience.
Open the toolHow far your platform goes
Channel, flows and execution laid over the real steps of a process, to see where what you are offered stops short.
Open the toolDeflecting is not resolving
The threshold above which an agent removes work instead of adding it, and the number to ask every vendor for.
Open the toolWhich steps are left afterwards
The same message put to a button flow, an assistant and an agent, with what is left for a person in each case.
Open the toolWhich kind of solution fits you
Four questions about your operation and guidance on the category, with no product recommendation.
Open the toolThe six tests
Six things to write to a WhatsApp to find out whether there is a flow or an agent on the other side.
Open the toolA vendor's score
Ten questions for before you sign, and one rule: only what they confirmed in writing counts.
Open the toolWhich kind of agent you need
A platform agent or one of your own, based on what your case actually has to do.
Open the tool
The ones marked in progress have no page yet. The link shows up here when the page does: a card without a link beats a link that goes nowhere.