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Start with the people who know your business. Turn their experience into a reviewed picture of today’s work and a practical roadmap to working with agents.
Animated voice bars represent an interview. The film has no spoken audio. The map and roadmap use a fictional service-request workflow.
Discovery combines agent-led interviews with analysis and review. It is a structured engagement, not a promise that software can infer your entire business from a single conversation.
Choose a business area, process owner and outcome. Identify the leaders, specialists and people doing the work who can explain it. Agree the source material and access needed.
AiAx Interview uses role-specific questions to explore real tasks, decisions, tools and exceptions. Leaders explain priorities. Process owners explain dependencies. People doing the work explain what happens in practice.
Combine the findings with the material in scope. Map the steps, roles and systems involved. Keep gaps and disagreements visible instead of treating every account as a confirmed fact.
Review the draft with the people responsible. Confirm the sequence and responsibilities, clarify contradictions and arrange follow-up where evidence is missing. Reviewers decide what is ready to publish.
Assess candidate workflows together. Balance expected value against data readiness, access, dependencies and risk. Choose a first pilot with a named owner and a measurable outcome.
Use the reviewed findings to define a role or team agent, its context and its limits. Plan how people direct and review the work in Workspace and the app. Pilot delivery is scoped separately.
A useful map connects an action to the person and system involved. Exceptions and missing information belong in the picture too.
Here, a fictional service request passes from intake to allocation, field work and review. It gives people something concrete to correct together.
The agreed scope determines the deliverables. The aim is a decision your team can act on.
Roles, process steps, systems and the points where work gets stuck.
Candidate workflows, expected value, dependencies and open questions.
A sequence of work, a responsible owner and a result to measure.
For the service-request example, start by preparing an intake draft for human review. Record how much correction it needs and whether it reduces handling time. Expand only when the results and required integrations justify it.
Discovery identifies the opportunity. The pilot tests whether it holds up in real work.
A sponsor or process owner, people who perform the work and relevant system or subject specialists. The mix depends on the area being explored.
Scope, participant availability, the number of workflows and the amount of follow-up determine the schedule. Agree the interview plan and review milestones before starting.
No. Start with the material and access needed for the agreed scope. Reviewing a document does not imply permission for an agent to change a source system.
No. Discovery defines the process, opportunities and proposed agent responsibilities. Building integrations, deploying agents and measuring the pilot are implementation work, scoped separately.
Bring one area you want to understand. We can start there.