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  1. Step 1

    You give one line

    You write one line about the agent you want to build.

    It looks wider than your first idea.

    You see places to build start to appear.

    We reply within a day. Your first board is free.

  2. Step 2

    Where you could build

    You read each place, with the honest case against it.

    You take one. It starts the research from there.

    Sample

    Handovers that close wrong between ops and finance

    Who is stuck
    Ops leads who close loads that finance invoice a week later.
    Money
    Teams already pay for close-out tools.
    The honest case against it
    The platform they already pay for could add this in one release.

    Depot capacity nobody can see until Friday

    Who is stuck
    Planners who quote on Monday and learn the cost on Friday.
    Money
    Not yet. Nobody pays for this today.
    The honest case against it
    Depots run on habit. A new screen is one more thing to ignore.
  3. Step 3

    Who is stuck, in their own words

    Inside the place you took, you see the struggles people voice.

    Each one says who said it, or that nothing backs it yet.

    You pick the one to pursue.

    Sample
    • Finance finds the wrong step a week late

      “I keep my own sheet because the system is a week behind by the time finance looks at it.”
      A finance lead, in a conversation
    • Nobody owns the handover between two teams

      Nothing backs this one yet.

  4. Step 4

    The agent worth building

    You pick the agent to build first.

    It comes as a blueprint with five plain parts.

    You also see who is already there, and the gap each one leaves.

    Sample
    1. What it remembers. Every handover, and who closed it.

    2. How it decides. It flags a line when ops and finance disagree.

    3. What it may touch. It reads the handover. It never changes it.

    4. How you know it did well. Finance accepts the close the first time.

    5. What happens when it fails. It holds the handover and asks a person.

  5. Step 5

    A plan of tests

    You say what you want to build.

    It writes the tests, the questions, who to ask and the order, riskiest first.

    You see a plan you can start today, and the date you will know by. On that day, it checks in on how it went.

    Sample

    Three tests, about two weeks. Riskiest first.

    1. Will they hand over real handovers, and act on what comes back?

      5 to 7 days

    2. Does it name the right line, often enough?

      2 to 3 days

    3. Will they pay for a 45-day pilot?

      5 to 7 days

    On the day you named, it checks in.

  6. Step 6

    A test, with a bar you set first

    Before you ask anyone, you write the result that would make you believe it.

    You can try your questions on simulated people first, to catch the leading ones.

    Nothing a simulated person says counts as evidence.

    Then you ask real people and keep what they said, in their own words.

    Sample

    What result would make you believe it is real?

    Three of five forward a real handover in week one and act on the line we send back.

    Set before the first conversation.

    Rehearse your questions

    Three simulated people answer first, and the leading questions are flagged.

    Nothing a simulated person says counts as evidence.

  7. Step 7

    What happened

    You say how it went: it worked, mixed, or it did not.

    You say how sure you are.

    Then you take one of four roads.

    Sample

    How did it go?

    • It worked
    • Mixed
    • It did not

    How sure are you?

    • Very sure
    • Quite sure
    • Not so sure
    • Not at all

    Then take one road

    • Test it again, properly
    • Change one thing
    • Right people, wrong idea
    • Stop here
  8. Step 8

    What comes next

    If it held, you hand the blueprint to whoever builds it.

    If it did not, you change one thing, or stop here.

    Either way, you checked before you built.

    Sample
    • If it held

      Hand the blueprint to a builder.

    • If it did not

      Change one thing, or stop here.