How It Works — AgentScott
The process

From discovery call to live AI.

A straightforward, transparent process that takes the guesswork out of getting AI working for your business. We handle the technical details, you provide your business expertise.

In short

How the process works

Four simple phases: discovery, build, launch, and continuous improvement. We start with a free 30-minute call to understand your business and recommend the right fit. Then we create your AI agent or website, get your approval, and bring it to life. After launch, we keep refining based on real usage.

Our process is built around clarity. You’ll always know what’s happening, what we’re working on, and what you need to provide. No black boxes, no surprises.

— SCOTT · FOUNDER, AGENTSCOTT · 2026
Step through it

The four phases of working with AgentScott

Hover or tap a phase to see what happens at each stage.

FIG.01 — ENGAGEMENT PIPELINE
01
PHASE 01 · FREE · 30 MIN

Discovery

We learn about your business, customers, and goals. You walk away with a clear recommendation and transparent price, no obligation, no hard sell.

  • Understand your customers and their top questions
  • Discuss compliance needs and goals
  • Clear recommendation and transparent price
  • SoCal: in-person follow-up meeting available, LA to San Diego
02
PHASE 02 · BUILD

Build & customize

Your AI chatbot knowledge base or website pages are built and tailored to your business. You review everything before it goes live. Nothing ships until you are satisfied it is right.

  • Knowledge base trained on your content
  • Reviewable demo before anything ships
  • Feedback incorporated until it is right
03
PHASE 03 · LAUNCH

Go live

Your chatbot activates on your website or your new site launches. Everything is verified: answers correct, site loads fast, analytics tracking. You are in business.

  • One snippet pasted on your site
  • Full verification pass before launch
  • Analytics and dashboard connected
04
PHASE 04 · ONGOING

Continuous improvement

Performance is monitored, chat logs and site traffic reviewed, AI knowledge kept current. Monthly reports show what is working, and refinements are driven by real data.

  • Ongoing knowledge base updates
  • Monthly performance reporting
  • Data-driven refinement over time
Division of labor

What you provide. What we handle.

[ YOUR ROLE ]

You provide

Your knowledge of the business. No technical work required from you.

  • Your business goals and customer knowledge
  • Access to your current website or content
  • Feedback during the review stage
[ AGENTSCOTT ]

We handle

Everything technical, from setup through ongoing optimization.

  • All technical configuration and setup
  • Design, copywriting, and optimization
  • Hosting, analytics, and dashboard
  • Ongoing monitoring and updates
After launch

Your first 30 days

You’ll receive a live Looker Studio dashboard connected to your analytics. We check in regularly to review performance, answer questions, and fine-tune the AI or site based on actual usage. By the end of the first month, you’ll have a clear picture of how your investment is performing, and what’s next.

Honest estimates

Realistic timelines by service

One of the most common questions before a discovery call is how long things take. Here’s what to expect, honestly.

1–2 WEEKS

AI Chatbot · Small KB

Up to 10 pages

Discovery call, knowledge base setup, a working demo you review, feedback incorporated, then the embed snippet to paste. Most time goes to setup and testing, not waiting on approvals.

2–4 WEEKS

AI Chatbot · Medium KB

11–30 pages

Discovery, document collection, knowledge base configuration, first demo, a feedback round, refinement, launch. More pages means more content to train, test, and verify before going live.

4–6 WEEKS

AI Chatbot · Large KB

31–75 pages

Larger knowledge bases need multiple rounds of testing across topics. We verify edge cases, unusual questions, and escalation routing before launch. A large KB done right outperforms a rushed one.

2–6 WEEKS

SEO & AEO Website Services

Depending on page count

Discovery, content review, build or modernization, client review round, launch. A 5-page new build takes ~2–3 weeks; a 20-page modernization ~4–6 weeks. You always see the work before it goes live.

The difference

What makes working with AgentScott different

Most agencies have account managers, project managers, developers, and a queue. With AgentScott you work directly with Scott, the person who builds and manages your AI. No handoffs. No junior staff.

[ 01 ]

Direct access

You communicate directly with the person doing the work. Questions get answers the same day. Changes happen quickly. You’re never left wondering what’s going on.

[ 02 ]

No black boxes

Everything is reviewable before it goes live, your chatbot demo, your website pages. Nothing launches without your approval. You always know what you’re getting.

[ 03 ]

Honest recommendations

If a simpler solution solves your problem, Scott recommends it. The goal isn’t to sell the biggest package, it’s the right AI for where your business is today.

FAQ

Frequently asked questions

Yes. We deliver a working demo before launch. You interact with it, ask the questions your customers ask, and flag anything that needs adjustment. Nothing goes live until you’re satisfied, this review step is built into every engagement.

Your monthly retainer covers ongoing knowledge base updates. When your website changes, products are added, or policies are updated, we update the chatbot to match. It stays accurate as your business evolves, a primary reason the retainer is a managed service rather than a flat software fee.

It depends on scope. A chatbot can be up and running very quickly; a full website takes longer. During the discovery call we give you a clear, honest timeline based on your specific project.

We keep it light. You provide your business knowledge and review the result, but you don’t manage anything technical. Most clients spend a couple of hours total across the entire process.

We’re built for that. All retainer plans include content updates and continuous optimization. Just reach out, we turn around most requests quickly.

Get started

Ready to start?

Your first step is a free, no-pressure discovery call. We’ll listen to your needs and map out a clear path forward.