Comprehensive, expert onboarding
Our delivery process identifies goals, designs custom experiences, deploys your solution, trains your users and evaluates KPIs.

Enterprise-grade platform
Uptime and availability
Our digital assistant offers 99% uptime and multiple redundancy systems to it's always available.
Data security
We have robust data security protocol to ensure your customer's data is protected.
ADA compliance
Our team ensures digital assitant compliance with ADA regulations, from font size to color contrast.
Deferred loading
We keep our systems, and your website, optimized by loading code only when necessary.

Our technology is sophisticated and complex. Deploying it is not.
If you are deploying our web digital assistant, we will provide you with a JavaScript snippet used to enable the AI.
Simply place this snippet on each page where you would like the assistant to appear.
Our digital assistants are context-aware, meaning the AI will greet a visitor differently depending on which page they are on.
Ready. Set. Go. Repeat.
While some projects may fall outside of the typical timeframes below, all implementations follow the same proven four-stage process.

Ready
We begin onboarding by understanding the current business challenge we are trying to solve, quantifying success and outlining the solution.

Set
During this stage we design the customer experience, handle integrations with existing tech stacks and build the program.

Go
This is where we stage and validate the solution, enable and train users, deploy a “soft launch” of the program and monitor performance.

Repeat
We never stop optimizing our digital assistant. Our client delight team will review performance metrics, test optimization tactics, and analyze conversations with you.
Ready
PROBLEM
- Review the existing customer journey
- Understand what is currently happening – the status quo
- Confirm the pain points we are trying to alleviate
- Understand how significant the problem is to the organization
SOLUTION
- Understand existing tools and processes
- Confirm understanding of how Atlas will help
- Understand how teams will use Atlas
- Map implementation timeline
SUCCESS
- What we consider a win
- Define KPI targets relative to current metrics
- Discuss when we will see initial results
- Establish clear roles and responsibilities for all stakeholders
Set
DESIGN
- Specify what elements of the customer journey are required
- Produce initial conversation flows
- Identify customizations and integrations
- Create conversational responses
CONFIGURE
- Begin work on integrations
- Determine user permission
- Configure CRM integration
- Configure Atlas testing environment
BUILD
- Develop snippets to support validation testing
- Apply brand theming and tone
- Determine initial testing teams
Go
VALIDATE & STAGE
- Demo test product environment internally
- Start working on client live readiness
- Prepare documentation for internal users
- Set training dates and groups
TEAM TRAINING
- Internal user group demo and training
- Confirm the go-live rollout
- Ensure client has enabled required mechanisms
SOFT LAUNCH
- Final checklist of process completion and adherence
- Execute launch with full stakeholder notification
- Immediate conversation monitoring
- Initial KPI success shared
Repeat
EVALUATE
- Conversation analysis
- Traffic analysis
- Engagement analysis
OPTIMIZE
- Flow
- Content/Copy
- CTA
AI TRAINING
- New topic training
- Higher confidence level
- Increased IQ
Integration with your existing tech stack
We proudly support integrations with today’s top systems, plus our generic CRM adapter allows clients with a custom or otherwise not-yet-supported CRM to create their own custom integration.
With SFTP integration, data is synced between Atlas and your systems on a preset timed schedule.
CRM Integrations:




Ecosystem Integrations:




Experiential Integrations:



Call Center Integrations:


The most exceptional introduction of a new technology I've ever encountered.
"I have been a member of numerous technology implementation teams, and this has undoubtedly been the most exceptional introduction of a new technology I've ever encountered. Furthermore, it has significantly reduced the sales process timeframe —from website visit to registration to engaging in one-on-one conversations or text exchanges with a sales associate. While many worry about AI replacing jobs, AtlasRTX serves as a prime example of how it enhances and improves people's work."