Voice agent handoff

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. Plan a pilot 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.


The starting point

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. Paid pilot: one process, 2–4 weeks, agreed scope and acceptance criteria. 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. Human approval 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.

The selected workflow

All examples show typical AITEHO implementations.

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

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. Explore the example Support hours, language, response times and spending limits are agreed separately. Around-the-clock support is not included automatically.

Human approval

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. 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. Finland · B2B

  • The agreed workflow is tested for sources, duplicates, permissions, failures and recovery. Results are accepted jointly. Paid pilot: one process, 2–4 weeks, agreed scope and acceptance criteria.

  • External messages and documents are sent after human approval. Commercial decisions belong to authorised people. Human approval CRM and ERP integrations are implemented per project. APIs, licences and compatibility are reviewed before estimation.


Integrations and permissions

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

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

Pilot measurements

Implementation includes agreed integrations, training, operating instructions and acceptance. The client appoints an operational owner.

Testing and acceptance

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. Plan a pilot .

Finland · B2B
Paid pilot · 2–4 weeks

Launch and training

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.

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.

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

Integrations and permissions

Human approval
AITEHO · VOICE ASSISTANT

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