A Light Path

From scattered tools to one hub, without the heavy lift.

No fixed engineering programme to buy into. We start with a 30-minute demo, configure your hub from a short intake, switch on AI a layer at a time, and keep improving it monthly.

0130-minute demo

Assess

We review your current tools, channels and team routines in a short call and sketch what your hub should do for you.

  • Current tool audit and consolidation opportunities
  • Lead flow and inbox walkthrough
  • A plain-English recommendation for the right plan
02Short questionnaire

Intake form

You complete a short intake covering services, pricing, service area, email domains and phone numbers — the raw material for your hub.

  • Services, prices and service area captured
  • Email domain and UK number details noted
  • Brand tone and must-say / must-not-say notes gathered
03From your snapshot

Configure the hub

We configure your branded Agentic Clarity hub from that snapshot — CRM, inbox, diary, pipelines, automations and UK phone lines.

  • Branded login on agenticclarity.ai
  • Pipelines, inbox and diary set to your stages
  • UK phone line connected and tested
04Per your plan

Switch on AI

Depending on your plan, we turn on Conversation AI first, then Voice AI and agents — with guardrails tuned to your approved price sheet.

  • Conversation AI grounded in your knowledge base
  • Speed-to-lead and booking workflows wired up
  • Voice AI and agents added as your plan allows
05Optional extras

Walkthrough & go-live

A short walkthrough gets your team comfortable, then we go live. Data migration and deeper staff training are available as optional extras if you need them.

  • Desktop and mobile walkthrough for your team
  • First live enquiries handled together
  • Data migration and training retainers available on request
06Ongoing

Improve monthly

We review usage and prompts each month, tighten the guardrails, and switch on the next layer when you're ready.

  • Monthly prompt and workflow review
  • Guardrail adjustments as your offer changes
  • Next AI layer unlocked when it suits you
No disruption

Your existing phone lines, email addresses and website keep working throughout onboarding.

UK company, UK support

You work with Plumb Computers Ltd (04522027), a UK company, with UK-based support and UK GDPR obligations.

Monthly calibration

Monthly reviews keep your conversation prompts, voice settings and booking rules in step as your business grows.

Ready to see your hub mapped out?

Book a 30-minute demo. We will review your current setup and show you how your hub comes together.