What you sign. Where your data sits. Who fixes it.
Every answer is open on the page. No form, no gate, no call required to read them.
Fixed feeagreed before the work begins
You speak directly with Chris.
No prepared deck is required.
If there is no useful fit, we will say so.
Twelve answers, all open.
The work
- What are agentic AI operations?
- They are governed AI agents carrying defined operational jobs across the systems a service firm already uses. The agent prepares or completes agreed work, surfaces exceptions and preserves a record of what happened.
- What work can an AI agent carry?
- Good candidates have repeatable inputs, a clear operational result and explicit exceptions. Quoting, follow-up, reconciliation, onboarding, filing and compliance monitoring are common patterns, but the fit depends on the actual process.
- Do we need to replace our existing systems?
- Usually not. The design begins with the CRM, accounting, communication and operating systems already carrying the work. An integration must be safe and supported before an agent depends on it.
The money
- How is the work priced?
- A fixed fee agreed in writing before the work begins. The audit is scoped first, because what a pilot involves depends on what the audit finds, so the pilot fee is set once the work is named rather than guessed at on the first call. Ongoing support is priced by the monthly hours and the scope it covers. Part of the audit fee credits a pilot, or the full fee credits your first month of retainer, if you start within 60 days. Credited once, not both. If the acceptance criteria are not met, we extend by up to two weeks at no extra cost. If they are still not met, the full pilot fee is refunded, less reasonable third-party costs.
- What am I committing to when I start?
- To the audit only. Fixed fee, fixed scope, and you keep the record and the recommendations whether or not anything follows. The pilot is a separate decision you make after the audit, not a step you are signed up to. Every retainer carries a 12-month minimum. After that it continues month to month with 60 days exit notice. It is written here rather than discovered in a contract.
The risk
- How are agent actions governed?
- Each agent has an explicit job, rule boundary and exception path. Proposed actions remain visible, approvals follow the agreed operating rule and the source, decision and result remain logged.
- Will people still make decisions?
- Yes. Routine work can move under agreed rules. Ambiguity, sensitive decisions and professional judgement return to the responsible person with the relevant source information attached.
- Where does our data go and who can see it?
- Your operational data stays where it already lives: your CRM, your accounting file, your mailbox. An agent reads and writes through connections you approve, and you can revoke them. No new subprocessor touches your data without your prior written approval, and the approval request names the subprocessor, what it will process and where that processing happens. What SynergAI itself holds is the enquiry and engagement record: bookings through Cal.com, internal records in Notion, this site on Vercel, Google Analytics 4 for page usage. Access is limited to the SynergAI team, which today is one person. Each scope document names the subprocessors proposed for the build before a system is connected.
- What happens when an agent gets it wrong?
- It gets stopped, or it gets found in the log. Anything outside the agreed boundary waits for a person, so a wrong call becomes a queued exception instead of a sent email. Every action carries the source it read, the rule it followed and the result, so when something does slip through you can see which rule produced it. The rule gets changed, you get told, and I fix it. There is no ticket queue between you and the person who built it.
Starting
- How does an engagement begin?
- It begins with the operational work, not a software catalogue. We map the job, systems, current handoffs, useful result and decisions that people must retain before recommending a build shape.
- Who owns the build if we stop working together?
- The deployed system, your data and the configuration built for you remain with you. Reusable internal delivery methods remain SynergAI material. The agents run inside your own accounts, under your logins and your billing, so if we stop they keep running.
- What is the next step?
- Bring one operational job that repeats, slips or waits to the qualification call. The first conversation tests whether an agent can carry it usefully and where a person should remain responsible.
Still not sure it fits your firm?
Direct with Chris. No deck required. If there is no useful fit, we will say so.
Run the operations diagnostic