How It Works

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From First Call to Full Deployment

A clear, structured process that gets AI working for your business in days — not months. Here’s exactly what to expect.

1

Discovery Call

We start with a 30-minute conversation to understand your business, your team structure, and the workflows that are eating up the most time. No sales pitch — just listening.

By the end of this call, we’ll have a clear picture of where AI can deliver the biggest impact for your specific situation.

What you’ll need: Just 30 minutes and an idea of which tasks slow your team down most.
2

Bot Selection & Scoping

Based on our discovery call, we recommend the right combination of preconfigured bots — or scope a bespoke solution if your workflows require it. You’ll receive a detailed proposal with timelines, integrations, and pricing.

For preconfigured bots, this step is fast — often same-day. Custom projects get a full scoping document within 48 hours.

Typical timeline: Same day for preconfigured bots, 1–2 business days for custom scoping.
3

Integration & Setup

Our team handles the technical work. We connect your bot to your existing tools — calendar systems, CRMs, accounting software, email, phone systems, and more. You’ll have a dedicated implementation specialist who coordinates everything.

We configure conversation flows, train the bot on your specific terminology and processes, and run thorough testing before anything goes live.

What we integrate with: QuickBooks, HubSpot, Salesforce, Slack, Google Workspace, Microsoft 365, Calendly, BambooHR, and 40+ more.
4

Go Live

Your bot goes live — typically within 3–5 business days for preconfigured solutions. We do a gradual rollout: starting with a subset of interactions, monitoring closely, and expanding once we confirm everything is performing as expected.

Your team gets a walkthrough of the monitoring dashboard so you can see exactly what your bot is doing, how it’s performing, and where it’s making an impact.

Typical timeline: 3–5 business days for preconfigured, 2–4 weeks for bespoke deployments.
5

Optimize & Evolve

AI gets smarter over time — and so does your setup. We conduct regular performance reviews, refine conversation flows based on real interaction data, and help you expand your AI team as your business grows.

Monthly performance reports, quarterly strategy reviews, and priority access to new bot releases keep you ahead of the curve.

Ongoing support: All plans include email support. Growth and Enterprise include priority support and dedicated success managers.
FAQ

Frequently Asked Questions

Preconfigured bots typically go live within 3–5 business days, including integration and testing. Bespoke solutions take 2–4 weeks depending on complexity. Enterprise deployments are scoped individually but usually complete within 4–8 weeks.
No. Our bots are designed for non-technical teams. You get a simple dashboard to monitor performance, and our team handles all technical maintenance, updates, and optimizations. If you do have technical staff, we provide API access and advanced configuration options.
We integrate with 50+ common business tools including QuickBooks, Xero, HubSpot, Salesforce, Slack, Microsoft Teams, Google Workspace, Calendly, BambooHR, Gusto, ADP, and many more. If you use a tool we haven’t connected to yet, our team will build the integration as part of your setup.
Absolutely. All data is encrypted in transit and at rest. We operate on SOC 2 compliant infrastructure, and your business data never trains public AI models. For Knowledge Base deployments, we offer on-premise and private cloud options so your data never leaves your control. We’re happy to complete your security questionnaire.
Every bot has intelligent escalation built in. When a bot encounters something outside its confidence threshold, it seamlessly routes the interaction to a human team member with full context — so the customer never has to repeat themselves. You control the escalation rules.
Yes. Even preconfigured bots can be tuned for your brand voice and terminology. Our Bespoke Configuration service goes deeper — we’ll match your exact communication style, industry jargon, and customer interaction patterns. White-labeling is available so the bot appears as your own.
Preconfigured bots are ready-to-deploy solutions built for common business functions (reception, AR/AP, HR, etc.). They work great out of the box with standard customization. Bespoke bots are built or heavily modified for unique workflows — proprietary processes, complex decision trees, or specialized industry needs that don’t fit a standard template.
We offer a free 30-minute demo so you can see exactly how a bot would work for your business. Once deployed, all plans include a 30-day satisfaction period — if you’re not seeing value, we’ll work with you to fix it or refund your first month. We succeed when you succeed.
Absolutely — that’s how most of our clients start. Begin with the bot that addresses your biggest pain point, see the results, and expand from there. Our Growth and Enterprise plans make it easy to scale your AI team over time with volume pricing and shared infrastructure.
DIY chatbots are typically basic decision-tree tools that frustrate users. CoreShift AI bots are powered by advanced language models, preconfigured with real business logic, deeply integrated with your tools, and backed by ongoing optimization. The difference is between a scripted FAQ page and a genuinely intelligent team member.

Have More Questions?

Our team is happy to walk you through the process and answer anything specific to your business.

Schedule a Free Call
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