01
Start with the buyer
Ask what the person knows now and what a thoughtful salesperson would naturally ask next.
THE SATORID APPROACH
How we build your AI Concierge.
From the first review to live use: we agree on the task, prepare the conversation, and test the handoff with your team.
SATORIDAI Concierge
01Inquiry
02Knowledge
03Conversation
04Systems
05Handoff
06Improvement
FROM FIRST REVIEW TO ONGOING IMPROVEMENT
Seven phases. One connected sales process.
Each phase has a practical deliverable. The scope and sequence follow your actual project needs.
- 01
Define the task
Choose the inquiries to handle and the outcome your team needs.
- Inquiry types and priorities
- Your current teams, tools, and bottlenecks
- A defined outcome for each channel
DELIVERABLEAgreed goals, channels, and service scope.
- 02
Design the conversation
We shape questions, buying signals, and human handoffs around real customer situations.
- Common buyer paths and intent
- Qualification and decision rules
- Escalation and incomplete-information cases
DELIVERABLEA conversation flow that fits your sales process.
- 03
Ground it in your business
Your approved offers, answers, and brand voice define what the Concierge can say.
- Approved knowledge and FAQs
- Tone and terminology
- Clear boundaries for advice and promises
DELIVERABLEAn approved knowledge base and response boundaries.
- 04
Connect your tools
Set up agreed systems for appointments, routing, and documentation.
- CRM, calendar, and phone requirements
- Fields, owners, and destinations
- Alternatives when a system isn't available
DELIVERABLETested data paths and clear ownership.
- 05
Test the hard conversations
We test interruptions, unclear requests, unavailable systems, and edge cases—not just ideal scripts.
- Realistic calls and chats
- Answer quality and brand tone
- Booking, routing, and error handling
DELIVERABLEA jointly reviewed release candidate.
- 06
Launch with a plan
We confirm ownership, connected tools, and what to watch before live conversations begin.
- Final launch checks
- Confirmed calendars and team owners
- Review of agreed conversation paths
DELIVERABLEA controlled move from testing to live use.
- 07
Keep improving
Real questions and changing business needs inform focused updates within the agreed service scope.
- Review relevant conversation patterns
- Update knowledge and routing
- Prioritize agreed improvements
DELIVERABLEA Concierge maintained around the work it actually does.
OUR PRINCIPLE
Ask only what the next step needs.
The inquiry determines the questions. We leave out details that don't help the answer or handoff.
02
Prove the essentials
Test the agreed capabilities against realistic situations before trusting them with live inquiries.
03
Know when to hand off
Bring in a person when expertise, trust, or an individual decision matters more than automation.
THE TOOLS BEHIND THE CONVERSATION
Agree on each connection before setup.
We check supported interfaces, fields, and owners. An unavailable system needs a defined alternative, not an assumed success.
CRM
Fields and lead ownership
Send needs, timing, and outcomes to agreed fields in your supported CRM.
Calendar
Availability and appointments
Book with a suitable integration. Without booking access, capture a request for confirmation.
Phone
Hours and call routing
Configure forwarding, service hours, and simultaneous capacity for your phone setup.
Knowledge
Approved information
Use your agreed offers, policies, and FAQs as the source for answers.
Automation
Agreed follow-up actions
Set up notifications and information delivery for defined workflows.
People
Personal handoffs
Route complex or sensitive requests with context under your agreed rules.
FAQ
Questions about the build and rollout.
How do you learn our business?
We review your offers, buyer questions, approved knowledge, brand voice, sales process, and the points where a person needs to step in.
Do we need to replace our CRM or calendar?
No. We assess the tools you already use and connect supported systems where they serve the agreed process. A meeting is booked only when calendar access supports it.
How do you test it before launch?
We test realistic inquiries, unclear answers, interruptions, handoffs, integrations, and failure cases together with your team.
What happens after launch?
Within the agreed service scope, we review relevant conversations and refine knowledge, dialogue, or routing where the evidence calls for it.
LET'S TALK
Start with one inquiry worth handling well.
We'll discuss the goal, current workflow, and boundaries before choosing the first implementation step.