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Example Project Scope

AI Agent Deployment & Secure Backend Integration

Prepared by: BizDriver.ai

 

1. Project Objective

The objective of a typical BizDriver.ai engagement is to deploy a production-grade AI Agent that improves customer experience, reduces operational workload, and drives measurable business outcomes — while maintaining strict security, ownership, and architectural clarity.

Each project is designed around real business workflows, not generic chatbots. The AI agent is configured to answer questions, guide users, and securely execute approved actions when appropriate.

 

2. Typical Solution Overview

Most projects include one or more of the following AI agents:

🔐 Authenticated Support Agent

A secure, logged-in agent integrated with internal systems to help customers:

  • Retrieve account or order information
  • Track orders and deliveries
  • Request cancellations, refunds, or updates
  • Follow guided workflows with built-in validation

All actions are strictly permissioned and audited.

🌐 Public AI Agent

A customer-facing agent for unauthenticated users that:

  • Answers product and policy questions
  • Helps visitors discover products or services
  • Acts as a 24/7 sales and support layer
  • Reduces bounce rates and support inquiries

Both agents share a consistent brand voice and user experience.

 

3. Architecture & Design Principles

BizDriver.ai projects follow a clear separation of responsibilities between AI interaction and backend systems.

Core Design Principles

  • No direct AI access to internal systems
  • Explicitly approved actions only
  • Customer-owned infrastructure for sensitive integrations
  • Extensible by design, not hard-coded

High-Level Data Flow

User

 ↓

BizDriver.ai Agent Interface

 ↓

Secure Integration Agent (Customer-Owned)

 ↓

Backend Systems (Orders, CRM, ERP, etc.)

 

 

4. Secure Integration Agent

For projects involving backend actions, BizDriver.ai delivers a dedicated integration agent:

  • Purpose-built for the customer’s systems
  • Runs inside the customer’s cloud environment
  • Exposes only approved operations
  • Enforces business rules and validation logic

Common Supported Operations

  • Order lookup and tracking
  • Refund eligibility checks
  • Order cancellation
  • Address or profile updates
  • Account-level queries

This ensures enterprise-grade security without slowing development.

 

5. Deployment & Ownership Model

To avoid vendor lock-in and ensure long-term control:

  • Integration services are deployed inside the customer’s cloud account
  • Delivered as containerized services
  • Full source code ownership for customer-specific components
  • Clear separation between:
  • BizDriver.ai platform
  • Customer-owned integrations

BizDriver.ai handles setup, configuration, and deployment.

 

6. Functional Scope (Typical)

AI Agent Capabilities

  • Natural-language understanding
  • Multi-step conversation handling
  • Context retention across interactions
  • Graceful error handling and fallbacks

Support Workflow Automation

  • Guided workflows for common requests
  • Validation before executing actions
  • Intelligent escalation to human teams when needed

Website Chat Widget (Included)

  • Fully responsive (desktop & mobile)
  • Brand-customizable UI
  • Multilingual support
  • Supports both public and authenticated experiences

 

7. Custom Data Ingestion

Projects typically include ingestion of structured and unstructured data such as:

  • Product catalogs
  • FAQs and policies
  • Documentation and guides

Supported formats commonly include:

  • PDF
  • CSV
  • DOCX
  • TXT

This data is indexed into the agent’s knowledge base for accurate, grounded responses.

 

8. Implementation Phases

A typical project is delivered in structured phases:

  1. Discovery & API Review
    Understand business goals, workflows, and system capabilities
  2. Agent Configuration
    Branding, tone, instruction tuning, and knowledge setup
  3. Integration Agent Development
    Secure tool definitions and backend workflows
  4. Deployment & Hardening
    Cloud setup, security validation, and monitoring
  5. Testing & Validation
    End-to-end testing with real scenarios
  6. Pilot Launch
    Controlled rollout with KPI monitoring

 

9. Pilot & Ongoing Usage Model

Projects usually begin with a pilot phase to:

  • Validate answer quality
  • Measure latency and reliability
  • Confirm support deflection and conversion impact
  • Fine-tune workflows before scaling

Ongoing usage is typically priced on a predictable, per-message basis, covering:

  • AI reasoning
  • Evaluation and quality checks
  • Tool execution
  • Workflow orchestration

This ensures transparent costs with no surprise fees.

 

10. Why This Approach Works

Business-First AI

Designed around real workflows, not demos.

Secure by Default

AI never directly touches sensitive systems.

Scalable & Future-Proof

New systems and workflows can be added without re-architecting.

Ownership & Transparency

Customers own what matters — integrations, infrastructure, and data.

 

11. What This Document Represents

This document is an example reference to help customers understand:

  • How BizDriver.ai projects are structured
  • What a typical scope includes
  • How security, ownership, and pricing are handled

Actual proposals are customized based on business needs, systems, and goals.