First Time WELCOME Page – Business Development Toolkit

Welcome Onboard

Thank you for accepting our proposal and choosing Fastbrand Technologies as your trusted partner for AI-driven customer communication and support solutions.

We are excited to begin our collaboration with you and look forward to contributing to your success.

To help you get started, we’ve outlined the next steps in the onboarding and development process. Our team will work closely with you to ensure a seamless transition, providing guidance and support at every stage.

We manage change with care, implementing new systems smoothly to minimise disruptions and maximise success.

Together, we’ll build a solution that transforms the way you engage with your customers.

BD Toolkit

Business Development Toolkit

BD Toolkit is the online development platform where you can contribute, collaborate, and track the progress of your project

During and after the completion of your project, this portal will serve as your hub for training your iVA, requesting changes, and accessing support.

Development Process

Step 1

Company Discovery

First, we will begin with the discovery of your operations, products, and brand to understand and develop your custom solution.

Step 2

Account
Creation

We will request access and create accounts on various platforms necessary to integrate and successfully run your iVA system.

Step 3

Platform
Setup

Following that, we will set up your dedicated workspace and assign operators to manage your customers and conversations.

Step 4

iVA
Assistant

We will construct your custom iVA with its own personality, tailored to your preferred style, brand, and professional level.

Step 4

Information Scraping

To populate your iVA's initial information database, we will scrape information from platforms and documentation.

Step 5

iVA Soft
Launch

We will initiate an iVA soft launch to test its behaviour and responses and customise the initial greetings, menus and flows.

Step 6

Workflow & Automation

Workflows, automations, shortcuts, and integrations of menus, buttons, URLs, documents, and media will be built where needed.

Step 7

System Integration

We will integrate and/or link your current systems and platforms with ours to form an integrated communication and automation solution.

Step 8

Testing & Bug Fixing

The platform will be opened for public use, and ongoing testing, adjustments, and customization to meet your needs will continue.

Step 10

Training &
Support

We will provide necessary guides, operator training, and support to ensure that the system remains operational and optimized.

My Projects

Track your Progress

This section of BD Toolkit enables you to monitor the entire development process, including deadlines, milestones, and individual tasks performed by our expert team of developers.

Additionally, you can collaborate, upload content, and provide comments on various aspects of the project development.

Development Resources

Let's get to know you

We utilize this section to explore your business, your product, your customers, and in-depth customer communication, engagement, and support needs, as well as process automation. We gather all the essential information required to build your personalized Intelligent Virtual Agent(s).

Develpment forms will be made available as we progress with the project development.

Project Team Members

Your Project Development Team will include a dedicated Fastbrand Project Leader, IT Developers, Business Development Specialists, Conversational Flow Designers, Process Automation Engineers, Graphic Designers, Behavioral Psychologists, Marketing and Sales Experts, and an Administrator.

Successful implementation requires collaboration with key personnel from your institution. A Project Leader will oversee the project and serve as the main contact, supported by Management to guide onboarding and assist Operators. Operators, typically sales agents, will handle daily platform tasks, such as monitoring leads and conversations.

Access to resources and functionalities will be restricted based on roles, ensuring security and efficient task management.

iVA Workspace

The IVA Workspace is the platform where managers and operators will manage leads, conversations, workflows, and all key operational functions. It serves as the central hub for all activities, ensuring streamlined and efficient processes.

During the development phase, we will invite the relevant operators to the platform and provide comprehensive operational training to ensure they are equipped to utilize the system effectively.

The institution may request additional operator access as needed to accommodate their operational requirements. This flexibility ensures that your team has the necessary resources to scale and adapt as the project evolves.

Train your iVA

This section offers a training component for your iVA and is arguably one of our most valuable features that set us apart from our competitors.

Make it Smart

Here, you will have the ability to organize training categories and phrases, upload informational documents, how-to guides, instructions, etc. These resources will contribute to the core knowledge of your Virtual Assistant.

Whatsapp Communication

We’ll primarily use WhatsApp to communicate all aspects of your Project development. Please ensure WhatsApp is installed on your phone, and we have your correct number during the development phase.

Legal Aspects

To ensure transparency and safeguard mutual interests, we prioritize establishing clear legal agreements as part of the next steps.

Company / Institutional NDA

As a first step, both parties will sign a Non-Disclosure Agreement (NDA). This agreement ensures the confidentiality of shared information, protecting sensitive data and intellectual property exchanged during our partnership.

Fastbrand Managed Service Provider Contract

The institution will also be required to sign our Managed Service Provider Agreement. This comprehensive contract outlines the project scope, associated costs, and terms of service, providing a clear framework for the delivery of our solutions. It ensures alignment on expectations and commitments throughout our collaboration.

These agreements form the foundation for a secure and transparent partnership, enabling us to move forward with confidence.

Tutorials & Guides

Throughout and after the development process, we will offer the necessary training to effectively operate the iVA, manage process automations, and handle your customers and support.