GUIDED AI SETUP

AI Employee-level support configured around the way your business works.

Move beyond generic AI responses with a workspace designed to support a real business responsibility.

Guided AI Setup helps organise the relevant business knowledge, workflows and instructions into structured AI support, with clear boundaries for how it should be used.

The result is a configured AI workspace or several coordinated workspaces where the work genuinely requires them.

WHAT YOU'RE WORKING TOWARDS

More than prompts. An AI workspace with a real job to do.

Guided AI Setup brings together the business information, structure and practical guidance needed to support a defined responsibility.

Instead of repeatedly explaining how your business works, you establish a more consistent starting point for relevant AI assistance.

A defined business responsibility

A clear purpose for the workspace, connected to a genuine task or area of work.

Relevant business context

The information the workspace needs to understand your services, customers, priorities and way of working.

Clear instructions and boundaries

Guidance on its role, the information it should rely on, the outputs it should produce and where human review is required.

A practical first task

A representative business task used to demonstrate and check how the workspace behaves, alongside guidance for putting it to use.

The aim is a usable AI workspace, not simply more documents about AI.

The exact materials, installation assistance and workspaces are defined by the agreed scope of your setup.

How It Works

From business knowledge to practical AI support.

Guided AI Setup uses The QonvertiQ Business-to-AI Transformation Method™ to turn how a relevant part of your business works into structured AI context and operating guidance.

At a practical level, the setup journey involves four areas of work.

01

Clarify

Identify the right responsibility

02

Organise

Gather the relevant business context

03

Configure

Structure and configure the workspace

04

Test

Test it on practical work

We clarify the business task or responsibility the AI workspace should support and agree on an appropriate scope.

You don't need to arrive with a perfectly defined AI use case.

Through a guided intake, we establish the workflow, business information, instructions, expected outputs and important limitations.

The focus is on what the selected responsibility actually needs, not documenting your entire business.

The relevant information is organised into AI operating context, instructions, source guidance and human-control boundaries.

That structure is used to configure the agreed workspace or workspaces.

We check the setup against a representative business task, review the output and identify any adjustments needed.

You also receive guidance for understanding and using the workspace according to your agreed implementation scope.

01

Clarify

Identify the right responsibility

We clarify the business task or responsibility the AI workspace should support and agree on an appropriate scope.

You don't need to arrive with a perfectly defined AI use case.

02

Organise

Gather the relevant business context

Through a guided intake, we establish the workflow, business information, instructions, expected outputs and important limitations.

The focus is on what the selected responsibility actually needs, not documenting your entire business.

03

Configure

Structure and configure the workspace

The relevant information is organised into AI operating context, instructions, source guidance and human-control boundaries.

That structure is used to configure the agreed workspace or workspaces.

04

Test

Test it on practical work

We check the setup against a representative business task, review the output and identify any adjustments needed.

You also receive guidance for understanding and using the workspace according to your agreed implementation scope.

The goal is to put relevant business context to work  with people retaining control of important decisions.

It starts with choosing the right business responsibility and giving AI the context, structure and human oversight needed to support that work.

WHAT BECOMES POSSIBLE

One person. Multiple business roles. A very different level of productivity.

Imagine running a growing business where you're responsible for marketing, sales, operations, reporting, website development and several other functions.

With properly configured AI support, you could analyse sales and campaign performance, investigate problems, develop marketing strategies, prepare campaigns and website content, work through technical challenges and turn complex business information into actionable plans.

Work that might otherwise involve several specialists, repeated handovers or hours of preparation becomes far more manageable for one person.

The difference isn't simply faster writing. It's having AI assist with research, analysis, planning, problem-solving and practical production while understanding the relevant business context and following the right instructions.

You remain in control of the decisions. AI helps you handle a much greater range of work.

That's the opportunity behind Guided AI Setup: giving AI a meaningful responsibility within your business, with one workspace or several depending on the work involved.

See the difference

What changes when AI understands your business?

In my own professional work, AI has helped me manage responsibilities across seven different business functions work that would be extremely difficult to handle at the same level without it.

Choosing The Right Scope

One business responsibility or several distinct ones?

Not every business needs the same AI setup. The right structure depends on what you want AI to support and how that work is organised.

Guided AI Setup - Single Workspace

One priority responsibility. One focused AI workspace.

A Single Workspace is configured for one clearly defined business responsibility, with the relevant context, instructions, information boundaries and guidance needed for that work.

It may be appropriate when the task has one coherent purpose and can be supported effectively within a single workspace.

Guided AI Setup - Multi-Workspace

Different responsibilities. Coordinated, specialised AI workspaces.

A Multi-Workspace setup brings together several workspaces where genuinely different responsibilities justify separate structures.

For example, differences in workflows, information access, users, expected outputs or approval requirements may justify more than one workspace.

The number and boundaries of those workspaces follow the agreed responsibilities, rather than a preset package count.

Neither approach is automatically better.

A business may begin with Single Workspace or Multi-Workspace where the responsibilities justify it. You don't need to make that decision before exploring your needs.

CLEAR EXPECTATIONS

Focused implementation, with clear boundaries.

Guided AI Setup is designed to establish practical AI support for an agreed business responsibility or set of responsibilities.

It isn't intended to replace your business systems, redesign your entire operation or introduce unrestricted AI automation.

What the setup focuses on

Depending on the agreed scope, implementation focuses on:

Confirming the business responsibility the workspace will support
Organising relevant business context and information sources.
Establishing operating instructions, output expectations and human-review boundaries.
Configuring the agreed AI workspace or workspaces.
Testing a representative task and providing appropriate usage or installation guidance.

What may require separate work

Some requirements go beyond a focused AI workspace setup, including:

Custom software, API connections or live business-system integrations.
Autonomous agents and automatic high-consequence actions.
Major data cleaning, document reconstruction or wider business-process redesign.
Specialist legal, regulatory, security or compliance work.
Additional workspaces, extensive team training or continuing optimisation and support beyond the agreed engagement.

Where requirements go beyond a suitable standard setup, they need separate consideration and clearly agreed scope.

The aim is practical AI support under appropriate human judgement, not AI operating without boundaries.

IS IT RIGHT FOR YOU?

You don't need to be an AI expert. You do need a meaningful business need.

Guided AI Setup is designed for business owners who want AI to support real work, rather than remain an occasional experiment.

You don't need a perfect process map or a technical understanding of AI workspaces. A genuine business problem and a willingness to explain how the relevant work operates can be enough to begin exploring a suitable setup.

It may be a good fit when…

You have a recurring task or responsibility where relevant business context matters.
You're spending time repeatedly explaining the same information to AI.
You want AI to provide more consistent support for practical work.
You're willing to contribute relevant information and review important outputs.
You're interested in establishing a usable workspace, rather than just collecting prompts.

A closer review may be appropriate when…

Several different business responsibilities could be suitable.
The work involves sensitive, regulated or specialist information.
You need integrations with live systems or automatic actions.
The boundaries, feasibility or responsibilities aren't yet clear.
A more unusual or complex implementation may be necessary.

These situations don't automatically rule out Guided AI Setup. They may simply require a closer look before the right approach can be confirmed.

You bring the business knowledge. We help work out how AI could support the relevant responsibility.

Your Next Step

Ready to put AI to work in your business?

Guided AI Setup helps you establish AI support for a real business responsibility, with relevant context, working instructions and clear human oversight.

Whether your business needs one focused workspace or several specialised ones, the scope should follow the work involved.

The details of any engagement are subject to agreed scope and terms.