Move from AI interest to a well-scoped first use case. We help you assess a workflow, identify the data and integrations it needs, and decide where an AI agent can act, and where a person should stay in control.
New enquiry arrives in the CRM
SystemAgent gathers context and drafts a reply
AI agentSales rep reviews and approves
Human approvalReply sent, CRM record updated
SystemAn AI agent is useful when it can work with the right context, follow clear business rules, and handle a defined task. We begin by understanding how the work happens today.
Where the information lives today, and what an agent would need to connect to.
Which calls follow clear business rules, and which need a person’s judgement.
The edge cases that decide where an agent should stop and hand over.
Together, we identify a suitable first workflow and define what a pilot should prove before a wider rollout.
Everything your team needs to decide whether to build, what to build first, and how to evaluate it.
How the work runs today: the steps, handoffs, people involved and where time goes.
Where the information lives, what an agent would need to access, and the integrations required.
Which decisions stay with a person, and when the agent must stop and hand over.
One workflow, what the pilot must prove, and how success will be measured.
Recommended ways to build and run it, with clear next steps.
We assess the process, identify where an agent may help, map the required integrations and controls, then create a practical pilot plan. The assessment takes 1–2 weeks, and you see a live demo before you pay anything.
How the work runs today, who is involved, and where time goes.
Key deliverables
The steps an agent could take on, and the ones that should stay with a person.
Key deliverables
The systems and data it needs, and the approval points around it.
Key deliverables
A practical pilot plan your team can use to decide what to build and how to evaluate it.
Key deliverables
Sixty One Steps works across AI automation, custom software, and business-system integration. We start with your processes and existing tools, then define the data, rules, integrations, and human decisions an implementation requires.
No. We can start with a process that takes too much manual effort, has frequent handoffs, or depends on repeated information gathering.
Yes. If the use case is a good fit, we build it through our custom AI agent development service.
One to two weeks, depending on the workflow and how quickly we can access the people and systems involved.
You see a live demo before any payment.
Zoho, AWS and Microsoft platforms, and other systems that allow integration through APIs. We confirm this during the assessment.
Tell us how the work runs today. We’ll help you decide whether an AI agent is the right fit and what a first pilot should prove.