Setup Process

From first consultation to production in weeks — not quarters

Eiffels AI is designed to fit into the systems and communication channels your teams already use. We listen first, map your operational needs, design the workflow with you, integrate safely, test in sandbox, and move toward production with measurable ROI.

Six steps · ~1 month

A predictable, low-risk rollout

Each step is reviewed with your team. No surprises, no big-bang launches — just a steady path from kickoff to live KPIs.

  1. Step 1

    Discovery and consultation

    We start by listening to your team. Usually, we run 2–3 focused consultations to understand your workflows, reporting needs, communication channels, integrations, security requirements, and business goals.

    • Operational pain points
    • Channels used today
    • Reporting requirements
    • Teams and roles
    • ERP / CRM / CMS / SAP / Microsoft stack
    • Security and data residency needs
  2. Step 2

    Custom workflow and interface design

    We create a custom workflow design for your organization and review it with your team. You see how the WhatsApp, Teams, AI call, dashboard, reporting, and integration flows will look before full implementation.

    • Workflow map
    • User roles
    • Reporting flow
    • AI summary logic
    • Escalation rules
    • Dashboard requirements
    • Design review and revisions
  3. Step 3

    Integration or API handoff

    We integrate Eiffels AI into your system or provide our API for your IT team. A typical integration path takes around two weeks depending on system access, APIs, authentication, and security review.

    • API integration
    • CRM / CMS / ERP / SAP
    • Microsoft Azure
    • Power BI
    • Webhooks
    • Secure exports
    • Custom data mapping
  4. Step 4

    Sandbox testing

    Before production, we test everything in a sandbox environment. We check workflows, data mapping, AI summaries, routing rules, notifications, reporting outputs, and error cases.

    • Test users
    • Test data
    • Sample WhatsApp flows
    • AI call simulations
    • Report generation
    • Alert routing
    • Integration QA
  5. Step 5

    Worker onboarding and optional pre-installation

    If needed, we help prepare workers and operational teams. For some customers, we can preconfigure access, flows, phone numbers, WhatsApp templates, or worker-ready environments before rollout.

    • Optional worker setup
    • WhatsApp access
    • User role preparation
    • Training material
    • Support guides
    • Launch checklist
  6. Step 6

    Production and first-month ROI

    Most deployments can move from setup to production readiness within about one month. After launch, customers can already start measuring efficiency, reporting speed, visibility, case handling, and ROI in the first production month.

    • Manual reporting time
    • Response time
    • Unresolved cases
    • Report completion rate
    • AI summaries generated
    • Operational visibility
    • Adoption rate
Integration architecture

How Eiffels plugs into your stack

Inputs

  • WhatsApp / Teams
  • AI call & voice
  • Forms & uploads
  • Field photos

AirLayer ©

  • AI classification
  • Routing & escalation
  • Summaries & sentiment
  • Audit trail

Outputs

  • CRM / CMS / ERP / SAP
  • Power BI / Tableau
  • Microsoft Azure
  • Webhooks & secure exports
Sandbox checklist

Tested before a single user goes live

Test users

Real roles, real permissions, isolated data.

WhatsApp flows

Sample inbound and outbound conversations.

AI call simulations

Voice routing, transcription, summary.

Report generation

KPI calculations against fixture data.

Alert routing

Escalations to the right people.

Integration QA

End-to-end checks into your systems.

Error cases

Failure modes and graceful fallbacks.

Security review

GDPR, residency, RBAC, audit.

First-month ROI

What customers measure in production month one

−40%
Manual reporting time
2× faster
Response time
−30%
Unresolved cases
+25%
Report completion rate
100%
AI summaries on cases
Live
Operational visibility
>80%
Adoption rate
~1 month
Setup to production
FAQ

Setup Process

Do you take in-person meetings?+

Yes. Helsinki and Dublin are our default meeting locations. For senior procurement, enterprise pilots, or strategic implementation planning, we can travel on request.

How long does the full setup take?+

Most deployments move from kickoff to production readiness within about one month. Larger integrations or complex compliance reviews can extend integration by 1–2 weeks.

Can our IT team integrate using your API instead?+

Yes. We provide a documented API and webhook layer. Many enterprise customers run integration internally with our team supporting design, security review and QA.

Where does the data sit?+

EU data residency by default. Hosted on Microsoft Azure with GDPR-aligned controls, role-based access, and full audit trails.

Do we need to replace existing systems?+

No. Eiffels AI augments your stack — feeding cleaner, faster operational data into your CRM, ERP, BI and project tools.

Ready to plan your setup?

Book a demo or talk to us about your setup process.