The starting point
Discovery selects one process, one CRM and an owner. The baseline and acceptance criteria are documented.
The paid pilot uses a limited dataset. The planning target is 2–4 weeks after access is available; the schedule is confirmed against scope. Plan a pilot The agreed workflow is tested for sources, duplicates, permissions, failures and recovery. Results are accepted jointly.
The selected workflow
- External messages and documents are sent after human approval. Commercial decisions belong to authorised people.
- CRM and ERP integrations are implemented per project. APIs, licences and compatibility are reviewed before estimation.
- Data regions, providers, retention and support access are agreed before launch. A DPA is prepared where applicable.
EEA hosting alone does not cover external model processing. Data flows and authorised processors are documented.
Human approval
Integrations and permissions
Implementation includes agreed integrations, training, operating instructions and acceptance. The client appoints an operational owner. Support hours, language, response times and spending limits are agreed separately. Around-the-clock support is not included automatically.
Quotes are itemised: delivery, licences, hosting, calls and model usage. Taxes and VAT are confirmed for each agreement.
Testing and acceptance
The pilot verifies the agreed process. Lead volumes, meetings, sales and revenue are not guaranteed. Paid pilot: one process, 2–4 weeks, agreed scope and acceptance criteria. This guide uses Kaarna Components data to show how to scope and test a workflow. Human approval .
All examples show typical AITEHO implementations. Example Discovery selects one process, one CRM and an owner. The baseline and acceptance criteria are documented.
Launch and training
The paid pilot uses a limited dataset. The planning target is 2–4 weeks after access is available; the schedule is confirmed against scope.
- The agreed workflow is tested for sources, duplicates, permissions, failures and recovery. Results are accepted jointly.
- External messages and documents are sent after human approval. Commercial decisions belong to authorised people.
- CRM and ERP integrations are implemented per project. APIs, licences and compatibility are reviewed before estimation.
Data regions, providers, retention and support access are agreed before launch. A DPA is prepared where applicable.
EEA hosting alone does not cover external model processing. Data flows and authorised processors are documented.
Support and development
Implementation includes agreed integrations, training, operating instructions and acceptance. The client appoints an operational owner. Plan a pilot Support hours, language, response times and spending limits are agreed separately. Around-the-clock support is not included automatically. Finland · B2B Quotes are itemised: delivery, licences, hosting, calls and model usage. Taxes and VAT are confirmed for each agreement.
The pilot verifies the agreed process. Lead volumes, meetings, sales and revenue are not guaranteed. Plan a pilot This guide uses Kaarna Components data to show how to scope and test a workflow.
Data handling
- Plan a pilot All examples show typical AITEHO implementations.
- Discovery selects one process, one CRM and an owner. The baseline and acceptance criteria are documented. Explore the example
