Getting Started

Plan the first Zild implementation: pick the workflow, define the operating rules, and prepare what must be true before go-live.

Plan the first Zild implementation: pick the workflow, define the operating rules, and prepare what must be true before go-live.

Choose the first workflow

Start from a concrete business pain, not from a platform rollout. Good first workflows have volume, repetition, clear ownership, and a visible cost when they are handled manually.

  • Which conversation, call, document, or task consumes the most time today?
  • What outcome must the workflow produce: answer, qualified lead, ticket, appointment, score, summary, or task?
  • Which channel starts the process: WhatsApp, voice, email, webchat, Microsoft Teams, document upload, or API?
  • Who takes over when the AI lacks context, permission, or confidence to continue?

What must be clear

Before you configure an agent, align the objective, inputs, policy, knowledge sources, integrations, human handoff, and metrics. This prevents a demo that looks good but fails inside the real operation.

Read What is Zild? for the platform model, How It Works for the execution loop, and Quickstart Guide for the first implementation checklist.