How It Works - Our Process for Custom AI Automation

LoopTree AI's implementation process has four steps: (1) Free discovery call to map current workflows, (2) Define workflow logic and tool integrations, (3) Review a custom demo built for your specific business at no cost, (4) Go live with full control panel and post-launch support. Most projects are live within 2-4 weeks. The demo phase is always free with no obligation.

Discovery

Book a Discovery Call

We start with a deep dive into your operations. In a 30-45 minute call, we'll map your current workflows, identify bottlenecks, and pinpoint where AI agents can deliver immediate ROI.

What we'll cover:

Your current tools and tech stack
Repetitive tasks eating up your team's time
Specific outcomes you want to achieve
Quick wins vs. longer-term opportunities

Free, no obligation

Prototyping

Review Your Custom Demo

We build a working prototype connected to your real tools, not a generic presentation. You'll test it with real scenarios and see exactly how the agent handles your specific use cases.

What you'll experience:

Live agent handling real messages or tasks
Integration with your actual tools (CRM, sheets, etc.)
Preview of the control panel interface
Opportunity to give feedback and request changes

Free, no obligation

Proposal

Receive a Clear Proposal

Only after you confirm the demo provides value do we present a proposal. You'll see exactly what you're getting (scope, timeline, pricing) before making any commitment.

What's included:

Detailed scope of work
Project timeline and milestones
Transparent pricing (project + any ongoing fees)
Support and maintenance options

Launch

Go Live with Your Control Panel

We deploy the solution to your environment and hand over a custom control panel. You can monitor agent activity, adjust settings, and manage everything without writing code.

What you get:

Fully deployed automation in your environment
Custom control panel for monitoring and configuration
Real-time execution logs and analytics
Training for your team on using the system
Post-launch support and optimization

Common Questions About Our Process

How long does the entire process take?

Most implementations are live within 2-4 weeks from signing. The discovery and demo phases before that typically take 1-2 weeks, depending on scheduling and complexity.

What if I don't like the demo?

No problem at all. The demo phase is free and carries no obligation. If it doesn't meet your needs, we part as friends with no cost to you.

Do I need to provide access to my tools during the demo?

For the most realistic demo, we recommend connecting to your actual tools. However, we can also demonstrate with simulated data if you prefer to evaluate the concept first.

Who should attend the discovery call?

Ideally someone who knows the day-to-day operations you want to automate. This could be an operations manager, team lead, or the business owner themselves.

How LoopTree AI Works