AI Agent Implementation Guide
A technical guide to scoping AI agents, defining knowledge, connecting actions, handling edge cases and validating production behavior.
Read the guide →Technical guides
Technical Guides for Connected Business Systems
Practical architecture guides for AI agents, automation, CRM integrations and SEO/AEO launches. Each guide focuses on implementation decisions, failure paths and production readiness.
Implementation library
Start with architecture before choosing tools
These guides are written for business owners, operators and technical teams who need a clear framework before implementation begins.
Automation Workflow Design Guide
Learn how to map triggers, data, actions, ownership, retries and exception paths before building a business automation workflow.
Read the guide →CRM Integration Architecture Guide
A technical guide to customer matching, field ownership, lead routing, appointment outcomes, webhooks and CRM integration reliability.
Read the guide →SEO & AEO Website Launch Checklist
A technical launch checklist for crawlability, canonicals, metadata, schema, sitemaps, IndexNow, performance and AI search readiness.
Read the guide →How to use these guides
Turn the checklist into a testable implementation plan
Use the guides to document scope, data ownership, system boundaries, escalation and validation. Then convert the decisions into a project plan with measurable acceptance criteria.
Define scope
Write down the job, systems and business outcome before selecting a model or automation platform.
Design failure paths
Plan what happens when data is missing, a vendor is unavailable or the AI is uncertain.
Validate outcomes
Test the downstream business result, not only whether a tool returned a successful response.