Workflow design
Map your current process, handoffs, bottlenecks and approval points.
A tailored Stephanie built around your industry, terminology, knowledge, approval rules and existing systems.
Map your current process, handoffs, bottlenecks and approval points.
Configure company terminology, SOPs, templates and a private business knowledge base.
Create the exact lead, client, matter or service stages your team uses.
Define owners, staff, clients and external users with appropriate permissions.
Connect APIs, webhooks, Gmail, Calendar, CRM and selected third-party systems.
Create a branded assistant experience for your company or client offering.
Workflow audit
Process map and assistant specification
Prototype and controlled pilot
Launch, measure and optimize
Basic
For solo professionals, small practices and initial pilots.
Advanced
For growing firms, partners and serious owner-led businesses.
Enterprise
For high-volume, custom and multi-department deployments.
Meta WhatsApp messaging fees and third-party API charges are separate. Enterprise scope is confirmed after a workflow audit.
It begins with a workflow audit and process map before configuration and prototype testing.
Yes. Private knowledge, templates, SOPs and custom prompts can be configured with suitable controls.
Enterprise projects can include a white-label experience, subject to scope and deployment requirements.
We will map the process, identify quick wins and recommend the right package.