Scoping your first CRM pilot

This guide uses Kaarna Components data to show how to scope and test a workflow.

All examples show typical AITEHO implementations.

Finland · B2B
Plan a pilot

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.

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. Plan a pilot CRM and ERP integrations are implemented per project. APIs, licences and compatibility are reviewed before estimation. Paid pilot: one process, 2–4 weeks, agreed scope and acceptance criteria. Data regions, providers, retention and support access are agreed before launch. A DPA is prepared where applicable. Human approval EEA hosting alone does not cover external model processing. Data flows and authorised processors are documented.

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.

The pilot verifies the agreed process. Lead volumes, meetings, sales and revenue are not guaranteed. Plan a pilot .

The starting point

This guide uses Kaarna Components data to show how to scope and test a workflow.

All examples show typical AITEHO implementations.

Discovery selects one process, one CRM and an owner. The baseline and acceptance criteria are documented.

Example

The selected workflow

The paid pilot uses a limited dataset. The planning target is 2–4 weeks after access is available; the schedule is confirmed against scope.

Human approval

The agreed workflow is tested for sources, duplicates, permissions, failures and recovery. Results are accepted jointly. Plan a pilot 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.

Integrations and permissions

Pilot measurements

  • 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.

Testing and acceptance

  • 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.

Launch and training

The pilot verifies the agreed process. Lead volumes, meetings, sales and revenue are not guaranteed.

Support and development

This guide uses Kaarna Components data to show how to scope and test a workflow.

All examples show typical AITEHO implementations.

  • Finland · B2B Discovery selects one process, one CRM and an owner. The baseline and acceptance criteria are documented.
  • Paid pilot: one process, 2–4 weeks, agreed scope and acceptance criteria. The paid pilot uses a limited dataset. The planning target is 2–4 weeks after access is available; the schedule is confirmed against scope.
  • Human approval The agreed workflow is tested for sources, duplicates, permissions, failures and recovery. Results are accepted jointly.
  • Example External messages and documents are sent after human approval. Commercial decisions belong to authorised people.

Data handling

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. 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.

Scope and terms

Quotes are itemised: delivery, licences, hosting, calls and model usage. Taxes and VAT are confirmed for each agreement. Plan a pilot The pilot verifies the agreed process. Lead volumes, meetings, sales and revenue are not guaranteed.

The starting point

This guide uses Kaarna Components data to show how to scope and test a workflow.

The selected workflow

All examples show typical AITEHO implementations.

Human approval

Discovery selects one process, one CRM and an owner. The baseline and acceptance criteria are documented.

Integrations and permissions

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.

Pilot measurements

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.

Finland · B2B Data regions, providers, retention and support access are agreed before launch. A DPA is prepared where applicable.

Testing and acceptance

EEA hosting alone does not cover external model processing. Data flows and authorised processors are documented. Paid pilot: one process, 2–4 weeks, agreed scope and acceptance criteria. 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. Plan a pilot 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.

Launch and training

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. 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. Finland · B2B 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.
  • 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. The pilot verifies the agreed process. Lead volumes, meetings, sales and revenue are not guaranteed.

This guide uses Kaarna Components data to show how to scope and test a workflow. Paid pilot: one process, 2–4 weeks, agreed scope and acceptance criteria. All examples show typical AITEHO implementations.

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.

Support and development

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.

Data handling

EEA hosting alone does not cover external model processing. Data flows and authorised processors are documented. Plan a pilot 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.

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. Plan a pilot All examples show typical AITEHO implementations.

Human approval
Example

Scope and terms

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.

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.

Launch and training

Finland · B2B
AITEHO · VOICE ASSISTANT

Talk to our AI assistant

Explore how a voice assistant can help your business processes. The conversation starts in English.

Ready when you are

Audio is sent to xAI. No phone calls or CRM actions are performed.