Discover & Plan
We review your task, tools and data, then agree on scope, success measures and where human review is needed before development begins.
Answering the same questions, checking documents and searching for information can take hours out of a working week. OptivSoft builds AI automation around these everyday tasks. We start with your process, identify where AI can help and define what needs human review. Your solution has a clear purpose, whether that means handling enquiries, finding answers or preparing information for the next step.
Choose the support your business needs: customer-facing assistants that answer from approved information, internal knowledge assistants that search company documents, or AI agents that carry out defined tasks across your tools. Document processing can extract and organise information for review. Custom LLM applications and enterprise AI integrations connect these capabilities to your existing systems, with access and approval requirements agreed for your project.
Start with a task that creates a clear bottleneck. An AI assistant could prepare replies to common enquiries, help staff find information or organise incoming documents. We define how success will be measured before development, using factors such as time spent, response speed and output accuracy. This gives your team a practical way to judge the system and decide what to improve next.
We review your task, tools and data, then agree on scope, success measures and where human review is needed before development begins.
We build a focused AI solution around approved information and connect the tools it needs, with access requirements defined for your project.
We test realistic examples, check answer quality and review failures, then refine the system against the success measures agreed with your team.
We launch the agreed solution and help your team use it confidently, with documentation, training and ongoing support defined in your project proposal.
Common starting points include routine enquiries, searching company documents and extracting information from files. We assess which tasks suit automation and which need human judgement.
We assess your systems, available APIs and access requirements. The connections we can build depend on the platforms and permissions available.
We test against approved information and representative examples. AI can make mistakes, so important outputs need suitable checks and human review.
Before development, we agree on data access, service providers and retention requirements. These choices depend on your project and the systems involved.
Scope, data readiness, integrations and testing determine the estimate. Your proposal sets out deliverables, timing and payment terms.
Handover, training and ongoing maintenance can be included in the agreed scope. Your proposal defines the support available after launch.