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Getting started
Where to start, the Flash Diagnostic and the Scoping Meeting, whether you need an audit, what to prepare and how much time it takes from your teams.
Where should we start with AI?
With what costs you time, not with the technology. The method comes down to five steps:
- list, with your teams, the tasks that come back every week;
- put figures on them: how often, and how long each time;
- hand the heaviest and simplest one to an agent: that is Task Automation;
- measure the gain 30 days after go-live;
- expand only if the result justifies it.
Not sure which one to choose? The free Flash Diagnostic suggests your first use cases in two minutes; the Scoping Meeting puts figures on them with you. If your teams already use AI without written rules, start by setting rules for it: that is what the AI Usage Audit is for.
How much time does it take from our teams?
A contact available two hours a week, real examples, and a decision-maker who can settle a question when one comes up: nothing is left hanging. The rest is on us.
Beforehand, allow two minutes for the online Flash Diagnostic and one hour for the Scoping Meeting. After go-live, depending on the offer, allow a 60 to 90-minute onboarding session, then a few hours a month for the person who keeps the agent alive in your company.
Do we have to start with an audit?
Not always. For one to three tasks, or for a clear process with known rules, the Scoping Meeting is enough to set the price. If a process is complex only because of its connections to your tools, we check them during that meeting. A process that is complex because of its rules, special cases or data goes through the Process Audit first. Business Agents always start with the Domain Audit. If several business domains are competing for priority, with no obvious starting point, the Company Audit reviews them all and tells you where to start.
An audit can also conclude that nothing should be done: you keep the file, usable even with another provider.
How do the Flash Diagnostic and the Scoping Meeting work?
In three steps, all free:
- the Flash Diagnostic, online, in two minutes: seven questions to click, then straight away your level of AI maturity, one offer to start with, one or two other possible routes when relevant, and 3 to 5 use cases to look at first;
- the Scoping Meeting, if you want to go further: one hour, at your premises if you are in our region, by video otherwise; we talk about your work, not about technology;
- within 72 hours of the meeting, a written report: 3 to 5 leads quantified in time saved, what will make the price of each one vary, and one recommendation, only one.
Your detailed quote follows on request, within 7 days: the price agreed with you before we start, running costs included.
Nothing is sent to us until you book your Scoping Meeting: the Flash Diagnostic result is calculated in your browser.
Applies toScoping Meeting
Read moreFlash DiagnosticThe Scoping Meeting
Do the Flash Diagnostic and the Scoping Meeting commit us to anything?
No. Both are free and with no commitment: they are the way to judge us on the evidence, before spending anything. The Flash Diagnostic does not even ask for your contact details: nothing is sent to us until you book your Scoping Meeting.
The Scoping Meeting lasts one hour: enough to know whether we can be useful to you, and to tell you when we cannot. Its written report is yours to keep, and you do what you like with it; it may conclude that an off-the-shelf tool is enough for you. Neither requires access to your data or your tools.
Applies toScoping Meeting
Read moreScoping MeetingThe Flash Diagnostic
Do you have to be a large company to get started?
No. We work with SMEs and mid-sized companies, small organisations included, where one person wears several hats; the Flash Diagnostic takes your size into account. An SME sometimes finds it even easier than a large group: its decision circuits are short, and a single person can lead the approach.
What matters is not size, but work that comes back often and takes up your time. You start with a task, measure, then expand.
Can we start small?
Yes, it is even the safest route. Task Automation takes over a task that keeps coming back, in one to two weeks, with no audit; its price is set after the free Scoping Meeting, and the gain is measured 30 days after go-live.
If the result justifies it, the Process Agent takes over the process the task belongs to, then other independent processes if you wish. Processes from the same business domain (a department, a whole area of your activity) are a matter for Business Agents, always preceded by the Domain Audit.
Which work should we hand to an agent first?
Work that comes back often and is easy to measure, not necessarily the most expensive: that one is sometimes the riskiest or the least documented. A clear first success on an average piece of work is better. Five criteria help you choose:
- it comes back at least several times a week;
- the information is in a tool, not in someone’s head;
- an occasional error can be put right;
- the gain can be measured, from a figure known today;
- it can be stopped tomorrow without damage.
Qualifying incoming requests, meeting minutes, sorting emails or routine customer requests often tick these boxes.
Do we need an IT department or an AI specialist in-house?
No. The technical skills are on our side. Above all, you need someone who knows the work being handed over, its exceptions and its rules: that knowledge is what makes a good agent.
For an SME, hiring an AI specialist is rarely useful at the start: the profile is scarce and expensive, and an isolated specialist soon burns out. Better a business leader who drives the approach and an internal lead, who knows the work and keeps the agents alive. If you have an IT department, its main help is opening access to your tools.
What do we need to prepare before the Scoping Meeting?
Almost nothing. If you can, take the Flash Diagnostic first, two minutes online: your answers reach us with your booking, and the hour is spent deciding rather than discovering. You can also note down one to three activities that take up most of your time, how often and how long, and the one thing you would like to stop doing by hand.
No file to prepare, no access to your data: you describe your work to us, and that is enough. For the meeting: one hour of your time, and a person who knows the processes well, if possible the one who does the work.
What if we are not ready?
It is not a dead end: it is often your real first project. For a first task, your data is often ready enough. If the information is scattered, or only in one person’s head, it is better to start elsewhere, or first to gather it and write down the rules. If nothing is measured, the starting point has to be recorded.
We start from your data as it is: rebuilding or cleaning it up is not included. The Flash Diagnostic gives you a first starting point in two minutes; the Scoping Meeting confirms or corrects it.
Do we need an AI strategy before starting?
Not for a first step. A well-chosen task, measured before and after, teaches you more than a strategy written in advance. A shared AI platform is not a prerequisite either.
What matters is a few shared rules, applied to every agent: who approves what, which access, which records, where your data is processed. A shared memory, the Company Brain, becomes useful when several agents have to work together. And if your teams already use AI without written rules, the AI Usage Audit gives you an AI usage charter and a correction plan.
Applies toAI Usage AuditCompany Brain
Read moreCompany AuditWho decides whatFrom trial to production
What is the Company Audit, and which companies is it for?
The Company Audit is the AI audit of the whole company, in breadth: it surveys the main processes of each of your business domains (sales, administration, customer service…), measures the time they take, shows what AI can do there, with figures, and gives you a roadmap covering 6 to 12 months.
It is designed for a company with several business domains that does not know which one would gain most from AI, wants to measure before investing, or needs a plan to present to its partners. The Scoping Meeting recommends it from three business domains with no obvious place to start; the Flash Diagnostic suggests it from ten people, when several departments are concerned. Three weeks; its price is set after the free Scoping Meeting, based on the scope to examine.
Applies toCompany Audit
What does the Company Audit recommend, and what is in its roadmap?
For each of the most time-consuming processes, the Company Audit recommends the simplest answer that does the job: nothing, an off-the-shelf tool, AI Assistant Setup, Task Automation, a Process Agent or Business Agents.
The roadmap, covering 6 to 12 months, puts these steps in order and gives each one its indicator and the public funding available; it is presented to your management. It recommends a single next step to start with: AI Assistant Setup, Task Automation, a Process Agent, or the Domain Audit before Business Agents. The first stage comes with its quote, one figure per line; the next ones are priced when they start, based on what the first has taught us. We recommend, you decide.
What do we need to arrange on our side for the Company Audit?
For the Company Audit, arrange four things, set out in the proposal:
- your employees informed before we start, and your works council (CSE) from 50 employees;
- a contact for each business domain, available for a one-hour interview, and a few volunteers to keep the time log for five working days;
- read-only access to your tools, or to their exports, so we can read the volumes;
- a decision-maker who can settle questions.
The questionnaire for each business domain and the time log are prepared with you, in the first week.
Applies toCompany Audit
Read moreCompany AuditHow an audit worksPreparing your teams
What do we need to gather before a project starts?
Five things, written into every proposal:
- access to the tools concerned, obtained before the start: it is the first cause of delay;
- a contact who knows the work, available two hours a week;
- real examples, difficult cases included: for a complete process, the agent is checked on 15 to 30 of your cases;
- the process described in writing, or a workshop to capture it with us;
- a decision-maker who can settle a question when one comes up.
Testing is on us: in your software’s test space when the provider offers one, otherwise in observation mode, where the agent proposes without changing anything. No need for detailed specifications: a description of the real work, exceptions included, and the result to check are enough.
How do we know whether our need is a task, a process or a business domain?
Ask yourself whether there is a decision to make along the way. If there is none (receive, extract, file), it is a task. If you have to choose between several next steps depending on the case, it is a process: three to six linked tasks, with special cases; beyond six tasks, it counts as two, for the audit as for the build.
If you describe an entire department (“our customer service is swamped”), it is a business domain: at least two processes that share the same rules, the same vocabulary and the same person in charge. During the Scoping Meeting, we count the tasks in each process with you.
What is the AI Assistant Setup, and who is it for?
The AI Assistant Setup puts in place an off-the-shelf AI tool (ChatGPT, Claude, Copilot or Mistral Vibe) and one assistant per team, tuned to its work, with rules of use: in two to three weeks, with no development, then a 30-day review. It is for SMEs and mid-sized companies where:
- teams already use ChatGPT or Copilot each on their own, often with personal accounts and no rules;
- AI licences are paid for but little used;
- the tool gives answers that are too generic, knowing neither the company, nor its line of business, nor its tone of voice;
- management wants to save time in the coming weeks, with no IT project.
What questions does the Flash Diagnostic ask?
The Flash Diagnostic asks seven questions to click, one per screen, with nothing to write and no contact details to give:
- what sounds most like you: a few repetitive tasks, a whole process, a whole department, several departments with no starting point, or teams to equip;
- where you lose the most time: three business domains at most, out of ten, from customer service to finance;
- how AI is used in your company today;
- where the information you need for your work is: software, spreadsheets, someone’s head, a bit of everywhere;
- your sector, out of sixteen;
- your headcount, from 1 to 9 people to 250 or more;
- when you would like to start.
How does the Flash Diagnostic assess our AI maturity?
The Flash Diagnostic places your AI maturity on four levels, based on your answer to the question “And AI, in your company, today?”:
- 1, First steps: nobody uses it;
- 2, Spontaneous use: a few people, each in their own way;
- 3, Framed use: tools provided by the company, with rules;
- 4, Already equipped: automations or agents already in service.
This level does not change the suggested offer. At level 2, unless the suggested offer is AI Assistant Setup, a note reminds you that without shared rules, AI exposes your data. At levels 1 and 2, when the suggested offer is Task Automation, AI Assistant Setup is added to the other possible routes.
How does the Flash Diagnostic choose the offer to start with?
The Flash Diagnostic chooses the offer to start with from what sounds most like you, then takes into account your headcount and where the information is:
- a few repetitive tasks: Task Automation;
- a whole process: the Process Agent, or the Process Audit if the information is in someone’s head or a bit of everywhere;
- a whole department: the Domain Audit;
- several departments with no starting point: the Company Audit from 10 people, the Scoping Meeting below that;
- teams to equip: AI Assistant Setup.
One or two other possible routes are added when relevant, each with its condition. It is a first direction, drawn from your answers alone: the Scoping Meeting confirms or corrects it.
How does the Flash Diagnostic choose our first AI use cases?
The Flash Diagnostic draws 3 to 5 use cases from the AI agent catalogue, based on the business domains where you lose the most time and on your sector:
- first those of the business domains you ticked, the catalogue’s highest-ranked first, two at most per business domain;
- then two at most specific to your sector: seven sectors out of sixteen have their own, including construction, industry and healthcare;
- if some are still missing, other cases from the business domains you ticked, then the highest-ranked in the catalogue.
For teams to equip, everyday uses (emails, meetings, documents) come first. Each case shows a gain: a market order of magnitude, to be measured in your company. The result’s links open in a new tab, so your result stays on screen.
Can Task Automation cover more than three tasks?
No: Task Automation covers at most three standalone tasks, each in one tool. Beyond three, or as soon as tasks follow on from each other, with decisions to make along the way or several tools to connect, the Process Agent takes over.
The same goes for Monitoring: beyond three standalone tasks, the process tier applies.
How do we book a Scoping Meeting?
Book your Scoping Meeting online, by choosing your time slot in our calendar:
- with the “Book a meeting” button, on every page;
- at the end of the Flash Diagnostic: your work email is enough, and your answers reach us with your booking.
You can also request it through the contact form (subject “A Scoping Meeting”) or by phone, on the number shown on the Contact page. You do not need to take the Flash Diagnostic first. The meeting lasts one hour, free and with no commitment, by video, or at your premises if your company is in our region; a written report follows within 72 hours.
Applies toScoping Meeting
What is the difference between the Scoping Meeting and an AI audit?
The Scoping Meeting is free and starts from what you describe to us, in one hour; an audit is paid and examines your actual work, with figures to back it up: across the whole company, or in depth on one process or business domain.
- The Scoping Meeting identifies 3 to 5 leads, sets the scope (which processes, how many tasks each) and checks the connections to your tools when a process is complex only because of them. It requires no access to your data.
- An audit measures and documents: the time actually spent in your business domains for the Company Audit, the scoping document of a process for the Process Audit, the rules of a business domain for the Domain Audit.
Identifying the scope is free; prioritising it with figures is paid.
What can the Scoping Meeting recommend?
The Scoping Meeting recommends a single next step, never a menu, written in its report within 72 hours: a direct quote, an audit, the Company Brain, an off-the-shelf tool, or nothing.
- A direct quote, with no audit: Task Automation for one to three tasks, the Process Agent for a clear process;
- the right audit: Process Audit, Domain Audit, Company Audit or AI Usage Audit;
- the Company Brain, with at least one business domain;
- an off-the-shelf tool, which you set up yourselves, or with AI Assistant Setup;
- nothing, when nothing justifies it today.
It may differ from the offer the Flash Diagnostic suggested to you: the report then says why.
How many SMEs already use AI in France?
In France, 4 in 10 small businesses and SMEs use at least one AI solution, and 11% already automate tasks with AI, up from 5% a year earlier, according to the France Num 2026 barometer from the French Ministry of the Economy. The trend goes beyond France: over 60% of organisations worldwide plan to deploy AI agents within two years, and 17% had already done so in 2025 (Gartner, 2026 Hype Cycle for Agentic AI).
To see where your company stands, the free Flash Diagnostic gives you your level of AI maturity in two minutes.
What is the difference between an AI audit in breadth and an audit in depth?
An AI audit in breadth, the Company Audit, surveys the whole company to show where the time goes; an audit in depth, the Process Audit or the Domain Audit, examines one process or one business domain thoroughly before it is handed to AI agents.
- Company Audit: the main processes of each business domain, measured in your company, for the most time-consuming ones costed and a roadmap;
- Process Audit: one process end to end, special cases included, for its scoping document, the costed gain and the price of its agent;
- Domain Audit: one business domain, process by process, for its processes ranked and planned, and its business rules written down.
Business Agents always start with the Domain Audit: the Company Audit tells you which business domain to run it in.
Applies toCompany AuditProcess AuditDomain Audit
What is the Process Audit, before handing a process over to an AI agent?
The Process Audit examines one process in your company in depth (tasks linked together, with decisions and special cases) before you hand it over to an AI agent: how it really runs, what it would bring you, and what taking it over would cost.
It is meant for a process that is complex because of its rules, its edge cases or its data, and for a company that wants to understand before committing. In one to two weeks for one or two processes, it gives you:
- the current state of the process;
- the business case;
- the scoping document, ready to build from;
- the quote for the Process Agent.
Its price follows the number of processes examined, with no upper limit, and is set after the free Scoping Meeting.
Applies toProcess AuditProcess Agent
Read moreProcess AuditThe Process AgentOur audits at a glance
Process Audit or Domain Audit: which one should you choose?
The Process Audit examines one or more independent processes; the Domain Audit examines at least two processes in the same business domain, which share the same rules, the same vocabulary and the same manager, together with the business rules that govern them.
- Process Audit: each process in depth, its business case, its scoping document and the quote for the Process Agent; in one to two weeks.
- Domain Audit: the inventory of the business rules, the processes ranked by value and feasibility, a roadmap, and the public funding application when a scheme can fund the project; in two to four weeks. Business Agents always start with the Domain Audit.
The free Scoping Meeting settles which of the two fits your need.
What does the scoping document from the Process Audit contain?
The scoping document, delivered by the Process Audit, describes your process precisely enough to move straight on to building its AI agent. It sets out:
- the triggers: what starts the process;
- the tasks and decisions, in order;
- the edge cases, including those that always stay with a person;
- the connections to your tools;
- the indicators that will measure the gain.
For example, for handling customer complaints: a complaint received by email or through the website form, 5 tasks and 2 decisions, 4 edge cases. The document belongs to you, and another provider can use it. The free Scoping Meeting only sets the scope: it does not write this document.
What is the Domain Audit, before handing a business domain over to AI?
The Domain Audit examines one business domain of your company (an entire area of your business, such as purchasing or customer service), process by process, with the business rules that govern it, to tell you what can be handed over to AI and in what order.
It always includes three stages: the current state, with the inventory of your business rules; the costed prioritisation of the processes; a roadmap whose first stage to launch is priced. It is the first step of Business Agents, and can prepare a business domain of the Company Brain if you wish. It examines two processes to start with, and as many more as your business domain has, in two to four weeks, with the public funding application included when a scheme can fund the project; its price is set after the free Scoping Meeting.
Why is the Domain Audit mandatory before Business Agents?
Because Business Agents share an entire business domain and its rules: the Domain Audit puts those rules in writing before any agent applies them. Business Agents always start with the Domain Audit.
In practice, the audit:
- lists your rules, written or not, with their exceptions, their contradictions and who settles them: this is the knowledge base for your agents;
- measures the complexity of the business domain, the first driver of price: your Business Agents quote is costed on what it found;
- ranks the processes, so that you start with the right one.
It is never a prerequisite for Task Automation or the Process Agent, though.
How does the Domain Audit choose which process to start with?
The Domain Audit ranks the processes examined by value and feasibility, using your real figures, then recommends the one to start with, and why. The ranking takes into account:
- value: the volume handled multiplied by the gain expected each time;
- feasibility: the data available, how hard it is to connect your tools and to go live;
- the time to a first effect: a quick win, or a longer-term project;
- risk: how sensitive the data involved is, and the human approval required.
The processes selected are costed: gains, costs and return on investment. We recommend, you decide.
Applies toDomain Audit
Read moreDomain AuditWhich processes to hand over firstThe AI agent catalogue
What does the current state in the Domain Audit include?
The current state, the first stage of the Domain Audit, shows how your business domain really works, before deciding what to hand over to AI. It gives you:
- a 10 to 15-page summary, written for decision-making;
- the map of your tools, and of what is still done by hand;
- the inventory of your data, including personal data;
- your constraints, in writing: what must not leave, who sees what, the obligations of your trade, such as professional secrecy or a main contractor’s requirements;
- the inventory of your business rules.
These constraints determine where your data will need to be processed later on: in Europe, in France or at your premises.
Offers and prices
What makes the price of each offer vary, how it is set for your case, how you pay, and how we compare.
Why pay for the Company Audit when the Scoping Meeting is free?
Because they do not answer the same question: the free Scoping Meeting starts from what you tell us in one hour; the Company Audit measures the time actually spent in all your business domains, then costs it and ranks it.
- the Scoping Meeting: an interview, with no access to your data, then within 72 hours a written report with 3 to 5 leads quantified in time saved and a recommendation;
- the Company Audit: three weeks, a five-working-day time log, interviews for each business domain, the volumes from your tools, then a roadmap with its first stage priced.
Choosing what to look at is free; prioritising with figures measured in your company is paid for.
How much does an AI agent cost?
The price follows what you hand over to the agent: a task (Task Automation), a process (Process Agent) or an entire business domain, such as customer service (Business Agents, after a Domain Audit). The tools to connect, the state of your data, special cases and where your data is processed also make it vary.
We set it for your case, after the free Scoping Meeting: your detailed quote gives the price, agreed with you before we start, and the running costs (AI models, hosting, third-party tool licences), to pay at actual cost or as a flat fee. No surprises.
Why don’t you show your prices?
Because every project is sized to your case, and a price list would say nothing about yours. The Company Brain, for example, varies enormously with your need, the size of your company, and the volume and diversity of its knowledge. In the same way, an agent can take on a single task or a whole department.
So we price your project, not an average:
- the Flash Diagnostic, two minutes online, free, gives you your starting point;
- the Scoping Meeting, one free hour, measures what your project needs;
- your detailed quote follows within 7 days: the price agreed with you before we start, running costs included.
No surprises: nothing is invoiced beyond the quote without your written agreement.
Applies toScoping MeetingCompany Brain
Read moreAI agentsTake my Flash DiagnosticThe Scoping Meeting
How long does an AI agent take to pay for itself?
Often a few months, when the task takes several hours a week. A rare task never pays for itself: it is not a good candidate. To estimate it:
- put a figure on the time spent today: frequency, duration, and the fully loaded hourly cost of the person (gross salary and employer contributions, divided by the hours actually worked; if in doubt, a low estimate);
- take away what will stay human: review, special cases;
- compare the gain with the cost of setting up, running and, if you choose it, Monitoring.
Also count the gains that are not time: a quote sent the same day is signed more often, better-tracked stock avoids shortages.
How does the AI agent ROI calculator work?
Synergetik’s ROI calculator shows what an AI agent saves you, in two lines:
- hours handled per week × 46 working weeks = hours given back per year;
- hours given back per year × loaded hourly cost = gain per year.
You set three sliders: the time spent each week (1 to 40 hours), the share the agent handles and the loaded hourly cost (€15 to €100 an hour). It shows your gain per year, the hours given back, the gain over three years and the budget an agent pays back within twelve months. Starting example: 10 hours handled out of 15, at €35 an hour, giving €16,100 of gain per year; an agent that costs less than that pays for itself in under a year. Free, no sign-up, nothing is sent.
What does the ROI calculator leave out?
The ROI calculator counts the time saved, and only that: it is an estimate, to be refined for your case at the Scoping Meeting. It does not count:
- the price of the agent, which is set for your case, in your quote;
- running costs (AI model usage, hosting, third-party tool licences), priced in the same quote;
- Monitoring, optional, and the audit, when one is needed: the Domain Audit, always required before Business Agents, or the Process Audit for a complex process;
- gains that are not time: cash flow, revenue, quality.
For a full calculation, compare the annual gain with your quote: the agent’s price, running costs and, if you choose it, Monitoring.
What if an AI agent would not pay for itself within three years?
If the gain calculated over three years stays low, this work is not a good candidate for an agent: aim for a more frequent task, or a simpler agent.
- A more frequent task: the gain follows the number of hours handled each week.
- A simpler agent: Task Automation for a single task, rather than a Process Agent for the whole process.
- Gains that time does not measure: better cash flow, a deadline no longer missed.
The free Scoping Meeting weighs the gain against the price for your case, and can also conclude that nothing justifies it today.
How can we calculate the exact ROI of an AI agent in our company?
To calculate the ROI of an AI agent accurately in your company, start with the Scoping Meeting, free of charge, then an audit if your case calls for one:
- the Scoping Meeting puts figures on 3 to 5 leads in time saved, in its written report within 72 hours, and says what will make the price of each one vary; your detailed quote follows on request, within 7 days;
- for a complex process, the Process Audit works out what handing it over would bring you, and delivers the quote for the Process Agent;
- the Domain Audit compares the processes of one business domain, with figures to back it up: gains, costs, return on investment;
- the Company Audit logs the time spent in each business domain over five working days, then costs the most time-consuming processes and the share AI can take on.
Then, two indicators at most, agreed before signing, are measured before go-live, and again 30 days later.
What if the results are not there?
The final payment is not invoiced, and we complete the work, up to two days at our expense. The price and the expected result are agreed with you before signing: indicators (two at most, time spent or processing time for example), whose starting point is measured before we start, or, when there is nothing to measure, what can be checked on your real cases. This result is checked at final approval. AI Assistant Setup follows the same rule: its final approval is the last onboarding session, where the agreed result is checked on your real cases; the gain, measured 30 days later, is used for follow-up.
What costs should we plan for after go-live?
Running costs, and the options you choose, all priced in your quote before you sign.
- Running costs: AI model usage, depending on the volume handled, hosting and third-party tool licences. You pay them at actual cost or as a flat fee, as you prefer.
- Monitoring, optional, priced according to what is in service.
- The evolution credit, optional, to make the agent evolve each month.
- With Sovereignty level 2 (France) or level 3 (In-house), the annual sovereignty check.
Wouldn’t an off-the-shelf tool do the job?
Sometimes, yes, and we will tell you: it is one of the possible conclusions of the Scoping Meeting. An assistant like ChatGPT or Copilot helps each person write, summarise or search, provided you write rules of use for it; out of the box, it does the same thing for everyone. You can set it up yourselves, or ask us to configure it for each of your teams: that is the AI Assistant Setup. For recurring work to get done without anyone chasing it, you need an agent connected to your tools: we start from the way you work, with your rules, and everything we write for you is handed over to you. The two are often combined.
Can we set up ChatGPT or Copilot ourselves?
Opening the accounts, yes: you can do that yourselves. The AI Assistant Setup brings everything else:
- the right tool, chosen with you and justified in writing in a selection note, which always includes a European option;
- your reference documents, what your assistants need to know about your company, kept in your own account, outside the AI tool: the tool only receives a copy, and you can switch tools without losing them;
- one assistant per team, configured for its work, then checked against the team’s real cases;
- an AI use charter everyone understands.
Already done the AI Usage Audit? We reuse its charter, and the time saved goes into your assistants. The licences stay in your name, with the provider: we resell none.
Applies toAI Assistant SetupAI Usage Audit
Read moreAI Assistant SetupAI Usage Audit
How much does the AI Assistant Setup cost?
The price of the AI Assistant Setup mainly follows the number of your teams: each team gets its own assistant, set up for its work, with its own onboarding session. The tool chosen and the documents to give each assistant also count; the size of your teams only changes the cost of your licences. We set it with you after the free Scoping Meeting, in a detailed quote, agreed before we start.
- Tool licences are not included: you buy them in your own name, from the provider. We resell none and take no commission; their cost is set out in the selection note.
- Monthly support, optional, keeps your assistants and reference documents up to date when the tool changes. Three months’ commitment, then monthly.
Applies toAI Assistant Setup
Read moreAI Assistant SetupAll our offers
ChatGPT, Claude, Copilot, Mistral Vibe or Gemini: which AI tool should our company choose?
The right AI tool depends first on what you already have: with Microsoft 365, it is often Copilot; with Google Workspace, often Gemini; otherwise ChatGPT, Claude or Mistral Vibe. In the AI Assistant Setup, we choose it with you, in writing, in a selection note that sets out:
- what you already have;
- your data constraints, and where each tool processes your data;
- the cost of licences, each month;
- the European option, always included;
- the tool chosen, and why.
Our advice does not depend on any provider: we have no licences to sell, and you make the call.
Wouldn’t a freelancer do it for less?
For a simple task, yes, and it is sometimes the right choice. The difference comes after delivery: an agent connected to your tools must be checked, monitored and adapted when a vendor changes its software. We deliver those checks, the documentation and, if you choose it, Monitoring, and everything is handed over to you: your solution depends on no one. To compare two quotes, look at the scope, the checks and what is handed over to you, not just the price: the same word “agent” covers very different work.
Read moreAI agentsChoosing your AI provider
Can the price go up along the way?
No, as long as the scope does not change. The price is agreed with you in the quote, before we start, once the scope has been counted during the Scoping Meeting, or during the audit when one is needed: which tasks or processes, how many tools to connect, which human checks. It does not change after that.
A small deviation in scope is absorbed at no extra cost. If a new need appears along the way, we flag it to you and you decide whether to add it: nothing is invoiced beyond the order without your written agreement.
Applies toScoping MeetingProcess AgentBusiness Agents
Read moreProcess AgentHow we work with you
What makes the price vary?
First, the extent: a task, a process or an entire business domain (a department of the company). Your quote then follows these sliders:
- the tools to connect, with or without a documented connection: the offer includes one for Task Automation, up to two for the Process Agent and three for Business Agents;
- the state of your data, up to date or scattered, and access, obtained in advance or still to obtain;
- special cases, rare or many, and the human checks you want;
- the sensitivity of the data (health, finance, secrecy) and where it is processed: Europe is included, France as an option, your premises subject to a study;
- for the Company Brain, your need, the size of your company, the volume and diversity of its knowledge, and what is already written down;
- your availability: two hours a week and quick decisions keep the price on track.
The free Scoping Meeting reviews them with you; your detailed quote follows, with the price agreed before we start.
How much does an audit cost?
It depends on the audit and what it examines: business domains for the Company Audit, processes for the Process Audit and the Domain Audit, teams or AI systems for the AI Usage Audit. The price is set after the free Scoping Meeting, which settles this scope with you: your quote gives it before we start, with no surprises.
An audit is paid separately from any build that follows. The public funding application is included in the Domain Audit, when a scheme can fund the project. The Flash Diagnostic and the Scoping Meeting, for their part, are free.
How does payment work?
In several instalments; for a project that puts agents into service, the last one depends on the result.
- Such a project is paid at launch, at the approved demonstration, then at final approval, tied to the agreed result; a small project in two instalments, on order then on final approval.
- An audit is paid on order, then on delivery of its file.
- Monitoring and the evolution credit are paid monthly, in advance.
Invoices are payable within 30 days. The exact payment schedule, adapted to the amount, is set out in your quote: you know it before signing.
Does a custom agent cost much more than a ChatGPT or Copilot subscription?
At the start, yes. A per-user subscription costs little, but guarantees no gain. A custom agent requires an initial investment, in proportion to the scope: a task, with Task Automation, costs far less than a process or an entire business domain (a department, such as purchasing). In return, it does precise work, within your tools, with a measured gain. Some off-the-shelf tools let you build a simple agent; as soon as several tools must be connected, your rules applied and decisions kept in your hands, the design work remains the same.
Applies toTask Automation
Do we pay per agent?
No. You pay for a result, not a number of agents: a task, a process or a business domain (an entire department) taken over. How many agents are needed is a design choice, and it is ours to make: a process may need one agent, or one agent and two automations. Charging per agent would make you pay for our design choices; the price follows what you hand over.
Applies toProcess AgentBusiness Agents
For a project covering several offers, do we have to commit to everything from the start?
No: you commit phase by phase. A large-scale project combines several offers, for example a Domain Audit, then Business Agents, then a Company Brain. The proposal prices the first phase; the next ones are priced when they start, based on what the previous one has taught us. Each phase is a separate project, with its own scope, deliverable and approval. The next one starts with your agreement, once the previous one has been delivered and approved; you can stop between two phases without owing anything for those you have not ordered. The knowledge of a business domain (a department of the company) is only ever charged once, and each business domain has its own Business Agents, after its own Domain Audit.
What does the Business Agents offer include?
The Business Agents offer includes AI agents in service within your tools, which handle an entire business domain, such as customer service or purchasing (Domain Audit paid separately, and required first). You get:
- two processes and the business foundation: what they pass on to each other, knowledge of your business, human approval, three connected tools and the link to your Company Brain, if you have one;
- checks that they answer correctly, and the rules for handing over to a person;
- two indicators at most, measured before go-live and again 30 days after;
- the documentation and an onboarding session;
- the code, the instructions, the connections and the written knowledge of your business domain, which belong to you.
How many processes can Business Agents handle?
Business Agents handle as many processes as your business domain (a department, a part of your business) has: from two, with no upper limit. The price follows that number: two processes and the business foundation to start with, then each additional process.
- How to count: a process links three to six tasks; beyond six, it counts as two, for the audit as for the build.
- Timeframes: four to six weeks up to five processes, depending on complexity; beyond that, they are set out in the proposal.
- Monitoring, optional, is counted per business domain, all its processes included.
Another business domain has its own Business Agents, after its own Domain Audit.
How much does Task Automation cost?
The price of Task Automation follows first the number of tasks, from one to three, then the tools to connect and how to access them. It is set after the free Scoping Meeting: your detailed quote gives it before we start, with no surprises.
- The offer covers one task, one connected tool and one contact person at your end; each additional task is added to the quote.
- Processing your data in France (Sovereignty level 2) is an option, with the annual sovereignty check.
- Monitoring, optional, is counted per task.
The project is paid in two instalments: on order, then on final approval.
Applies toTask AutomationMonitoring
What is not included in the price of an AI agent?
Five things are not included in the price of an AI agent from Synergetik, which covers the scope written in your quote:
- overhauling your information system: that is another project, almost never a prerequisite;
- rebuilding or cleaning up your past data: we start from your data as it is;
- general AI training: only the onboarding to what we deliver is planned, depending on the offer;
- tools beyond the scope: the offer includes one for Task Automation, up to two for the Process Agent and three for Business Agents;
- legal, accounting or regulatory sign-off of the results, which remains yours.
Running costs are separate, but costed in the same quote: you know them before you sign.
What does the Process Agent offer include?
The Process Agent offer includes putting into service, within your current tools, an AI agent that handles a process end to end: three to six linked tasks, decisions and special cases included. Any audit, when one is needed, is paid separately. You get:
- the framing of the process and its special cases;
- the set-up within your tools, with up to two tools connected;
- checks against 15 to 30 of your real cases, and the rules for handing over to a person;
- two demonstrations, then final approval, with two rounds of corrections;
- two indicators at most, measured before and after;
- the documentation and an onboarding session;
- the code, the instructions and the connections, which belong to you.
Applies toProcess Agent
Read moreProcess AgentPreparing an AI agent projectWho decides what
Process Agent or Business Agents: which should we choose?
Choose the Process Agent for one or more independent processes, and Business Agents for several processes in the same business domain (a department, a part of your business) that share the same rules, the same vocabulary and the same person in charge. For two processes:
- the Process Agent handles each of them on its own, with its own rules, its own connected tools and its own human check: they do not talk to each other;
- Business Agents add the business foundation that makes them work together: what they pass on to each other, knowledge of your business, human approval, three connected tools and the link to your Company Brain, if you have one. They always start with the Domain Audit.
The free Scoping Meeting settles the question with you.
Can we hand several processes over to the Process Agent?
Yes: the Process Agent can take on several processes, with no upper limit, as long as they remain independent of one another. The price follows their number: each additional independent process is added to the quote.
- How to count: a process links three to six tasks; beyond six, it counts as two.
- Timeframes: three weeks for one process, four to five for two; beyond that, they are set out in the proposal.
- Monitoring, optional, is counted per process.
As soon as processes belong to the same business domain (a department, a part of your business) and share its rules, the right offer is Business Agents, always preceded by the Domain Audit.
Applies toProcess AgentMonitoring
Read moreProcess AgentMonitoringTask, process or business domain
Does the Process Audit tell you whether an AI agent will pay off?
Yes: the Process Audit costs out what you would gain by having an AI agent take over your process, before any decision, with figures measured in your company rather than market averages. Its business case sets out:
- the time and money saved;
- the cost of having an agent take it over;
- the return on investment.
The audit also prepares the measurement of what follows: the indicator to track, where it stands today and how to measure it. If the agent is built, its gain is measured from that starting point. We recommend, you decide.
Can several processes be examined in a single Process Audit?
Yes: the Process Audit examines one or more independent processes, with no upper limit, each one in depth, at a price known in advance. The rules:
- the price follows the number of processes: each additional process is added to the quote;
- a process with more than six tasks counts as two, for the audit as for the build;
- the processes are chosen and counted with you at the Scoping Meeting; another process spotted during the audit is flagged to you, and you decide whether to add it, as an additional process, or not;
- as soon as the processes share a business domain (same rules, same manager), it is the Domain Audit.
Agents day to day
What an AI agent does, its mistakes and safeguards, who approves, and what it changes for your teams.
What is an AI agent, in practice?
Software that does a piece of work for you, within your tools, following your rules. It receives a goal, chooses the steps to reach it and acts: it reads an email, checks that an order exists, updates a customer record, drafts a reply. It applies your timeframes, your prices, your way of answering a customer, and hands over to a person as soon as a decision commits the company.
It is not a robot: it has no physical form. Depending on your need, you hand agents a task (Task Automation), a process (Process Agent) or an entire business domain, such as customer service (Business Agents).
Can an AI agent make mistakes?
Yes, and denying it would be a lie. It can misread a document, misapply a rule, or invent a plausible answer when information is missing (what is called a hallucination). We design it so that errors are rare, visible and can be put right:
- it is checked on your real cases before go-live (15 to 30 cases for a Process Agent);
- it answers from your sources, and hands over when it does not know;
- whatever commits the company is approved by a person;
- every decision leaves a record and, with Monitoring, how it works is followed over time.
The acceptable level of error depends on the cost of an error: each action is therefore classified by what is at stake.
Applies toProcess AgentMonitoring
Will an AI agent replace our employees?
No: an agent takes on tasks and processes, not a whole job. It absorbs the repetitive work; what requires judgement stays with people: deciding, handling exceptions, looking after your customer relationships. The person who used to do the work supervises the agent and approves what needs approving.
In an SME, the time freed up first goes to what had been put off for lack of time: following up customers, preparing quotes better.
Read moreHome pagePreparing your teams
Do we have to change our tools?
No. The agents work within the tools you already use: email, management or accounting software, customer relationship software (CRM), shared documents. When a tool offers no connection, as is often the case with older software, we go through files or exports, and the quote allows for it. Overhauling your information system is a different project, and it is almost never a prerequisite.
Read moreAI agentsAn AI agent in your tools
What is the difference between an AI agent, ChatGPT, a chatbot and an automation?
The agent does the work itself, within your tools.
- An assistant such as ChatGPT, Copilot or Mistral Vibe helps a person write or summarise; that person stays in charge.
- A chatbot answers in a chat window, often from a list of answers.
- Traditional automation always runs the same sequence of actions, without understanding free text.
- An agent understands a request, chooses the steps and acts, within a set framework.
Traditional automation is not obsolete: for work that never changes, it remains the simplest and cheapest solution, and we will tell you so. The two are often combined: the automation triggers the agent, the agent handles the case.
Who approves what the agent does?
You do, depending on what is at stake in each action. The mode of each action is written down before go-live, and you approve it:
- it acts alone on what is reversible and low-stakes, such as the minutes of a meeting;
- it prepares, you approve what goes outside the company, such as the reply to a complaint;
- it prepares, you decide and carry out what cannot be undone, such as a payment.
By default, what goes to your customers is therefore approved by a person. This setting remains yours: for payment reminders, for example, you can let the first courteous ones go out on their own, or exclude certain customers from any automatic reminder.
Read moreGovernance
Can an agent pay, sign or commit the company without us?
No. No irreversible action goes out without a person’s approval: it is a design rule, not an option. An agent never does any of these alone:
- pay or make a transfer: it prepares, a person executes;
- sign, or set a price;
- publish without review;
- handle a sensitive dispute: for a delicate complaint, it reconstructs the history and prepares the reply, a person approves it;
- send a formal notice, or settle a strategic decision.
It can prepare, compare and calculate everything. The decision remains yours.
Read moreGovernance
Who is responsible if the agent gets it wrong?
Your company remains responsible for what it does, with or without an agent. That is why actions that commit it remain approved by a person. Each agent also comes with a log of what it does and a trail of its decisions: you can understand an error, correct it and prevent it from happening again. The documentation handed over explains how to take back control in case of error.
What does the agent do when it cannot answer?
It says so, and hands over. Instead of inventing, it passes the request on to the right person, with a summary of the exchange. The hand-over rules are written during scoping: for a given type of case, or beyond a threshold of doubt, the agent stops and passes it on.
So that it does not invent, it answers only from your sources (your terms, your products, your timeframes), never beyond them. These rules for handing over to a person come with every Process Agent and with Business Agents.
Applies toProcess AgentBusiness Agents
How do we get our teams to adopt the agent?
By involving them from the start. The person who does the work takes part in scoping: they know the exceptions, and an agent they helped build is more readily accepted. Then:
- a 60 to 90-minute onboarding session, on real cases, with a simple fact sheet: what to hand it, what not to hand it, what to do if it gets something wrong (included with the Process Agent and Business Agents);
- visible control rules: everyone knows who decides;
- a gain measured on their own work, before and after.
If someone refuses to use it, find out why: a badly handled case or a legitimate concern is valuable information for improving the agent.
Applies toProcess AgentBusiness Agents
Read moreBusiness AgentsPreparing your teamsThe internal lead
Which AI models do you use?
By default, European or open AI models, hosted in the European Union, at no extra cost. We choose the right model for the task, without depending on a single supplier; this choice is documented, justified and open to review, and switching AI supplier is simple. If, for a specific task, the right tool is outside the Union, the exception is written down, justified and approved by you.
The “where your data goes” page, attached to your proposal or your contract, names the providers involved. Your data is never used to train an AI model. If you choose Monitoring, it adapts what is in service when a model changes.
Read moreSovereigntyDocumented choices
Our case is not in your catalogue: can we still have an agent?
Yes. Even if it is not in the catalogue, your process can have its agent: it is often a case specific to your business, spanning several departments, or written down nowhere. We build it with the same method and the same rule: no irreversible action without a human check.
The free Scoping Meeting first looks at whether it lends itself to an agent. If it is clear, you then receive your quote for a Process Agent; if it is complex because of its rules, its edge cases or its data, the Process Audit examines it first. Several processes in the same business domain fall under Business Agents, always prepared by a Domain Audit.
Applies toProcess AgentProcess AuditScoping Meeting
Read moreAI agent catalogueProcess Agent
Can several agents work together?
Yes, provided they are organised from the second one onwards, if they deal with the same customers, the same data or the same rules. Otherwise, the quoting agent and the customer service agent end up announcing two different delivery times. One agent can coordinate others, but the essentials come down to five rules:
- a clear role for each agent;
- written hand-overs;
- shared rules, in a single place;
- decisions reserved for people;
- records that follow the case.
Within a business domain (an entire department), after the Domain Audit, Business Agents pass the work on to each other; when several business domains are involved, the Company Brain can hold the shared rules. You pay for a result, not a number of agents.
Which business domains can be handed over to Business Agents?
Business Agents handle a part of your business that has its own rules and its own vocabulary, and that calls for judgement, not just repeated actions: customer service, purchasing, pre-sales, invoicing or orders and deliveries, for example. Two examples:
- customer relations and support: handling routine requests, routing requests and escalating cases, tracking orders and deliveries, handling complaints, reminders and confirmations;
- purchasing: consulting suppliers, then following them up; the supplier chosen in the consultation enters the follow-up, and its lead times and disputes inform the next consultation. The agents prepare; the buyer chooses.
A business domain brings together at least two processes, under the same person in charge.
Can the agent read our documents, even scanned ones?
Yes: an email, a shared document, a scanned letter. It extracts what matters (an amount, a date, a reference) and files it in your tool. A scanned document calls for more precautions: if it is badly scanned or illegible, it is flagged to a person rather than guessed.
A document that arrives already structured, such as an electronic invoice, makes its work easier without making it unnecessary: it still has to be matched with the order, discrepancies checked and rejections handled. Extracting the data from an invoice received by email and filing it in your accounting tool is a task: Task Automation is enough.
Applies toTask Automation
How do you test an AI agent before it goes live?
We check every AI agent against your real cases before it goes live: 15 to 30 cases for a Process Agent, difficult cases included. This testing is on us, not on you:
- in your software’s test environment, when its provider offers one, switched on with your agreement on your account;
- otherwise in observation mode: the agent handles the real cases without writing anything into your tools; it proposes, a person checks.
Final approval follows, tied to the agreed result. Any cost of a paid test environment is set out in the quote: you know it before you sign. Afterwards, Monitoring, if you choose it, re-checks on your cases every month, as soon as a process is in service.
Are an AI agent’s traceability and safeguards included in the price?
Yes: every agent we put into service comes with its traceability and safeguards, included in the project, neither an option nor an extra. Adapted to its scope, they are:
- a log of what it does: what it has handled, the errors, the alerts and the agreed indicators;
- a trail of its decisions, kept for the agreed periods;
- access limited to what is necessary, which you approve and can revoke at any time;
- reference documentation: who has access to what, where the data flows, who approves what, how to take back control in case of error;
- a person’s approval for every irreversible action.
You keep them even without Monitoring; if you choose it, Monitoring maintains them over time.
Which repetitive tasks can be automated with AI?
Repetitive tasks that always follow the same pattern (a trigger, an action, a result, with no decision to make along the way) can be handed to AI through Task Automation. For example:
- sorting incoming requests and sending them to the right person;
- extracting the details of a signed delivery note received by email and attaching them to the right order;
- acknowledging every job application received;
- alerting the right person when an item falls below its stock threshold;
- following up on a quote that has received no reply.
The task runs by itself, each time an email arrives or at a set time: nobody has to start it.
What are some examples of AI agents for an SME, department by department?
Synergetik’s AI agent catalogue lists 110 processes an agent can take over, organised into 11 business domains and 47 roles, each with a concrete example. For instance:
- customer relations: order and delivery tracking, call answering;
- sales: quote production, CRM upkeep;
- finance: expense claims, cash monitoring, year-end close preparation;
- human resources: onboarding a new starter, answering routine questions;
- operations: processing customer orders, replenishment, scheduling jobs;
- for every department: filing and archiving, regulatory monitoring.
On top of these come 26 processes specific to 6 sectors, from construction to health and social care. The directory can be filtered by business domain, then by role.
What concrete gains can you expect from an AI agent?
The eight “TOP use cases” in Synergetik’s AI agent catalogue, the simplest to put in place and the quickest to deliver a result, come with these market orders of magnitude:
- payment reminders and collection: payment times cut by 25 to 35%;
- qualifying incoming enquiries: first reply within 2 minutes, 24/7;
- meeting minutes: 20 to 30 minutes per meeting, every action tracked;
- quote follow-up: quote conversion up 15 to 25%;
- supplier invoices: 12 to 15 minutes per invoice cut to 2 to 3 minutes;
- routine requests: 45 to 65% resolved without a person;
- inbox: 30 to 50% of sorting time eliminated;
- bank reconciliation: 4 hours a month cut to 30 minutes.
These are benchmarks, not promises: the gain is measured in your company, before we start and again 30 days after go-live.
Can an AI agent help an SME’s business leader make decisions?
Yes: advisory agents, a business domain of its own in the AI agent catalogue, help an SME’s business leader decide, without doing the work. They prepare a decision by setting out the options and their consequences, offer a contrary opinion, review a forecast or a commitment before signing, and cost a hire or an investment before committing. There are advisory agents for the business leader, the management committee, finance, legal, technology, operations, pricing and human resources.
The decision remains human: an advisory agent prepares and challenges, it does not decide. And it is only worth something when connected to your documents, figures and past decisions.
What examples of processes can be handed over to a Process Agent?
The Process Agent handles processes such as processing an order, chasing unpaid invoices, handling a complaint, placing a supplier order or preparing a quote: three to six linked tasks, with at least one decision along the way. In each one, a case goes back to a person:
- processing an order (reading it, checking it, entering it, confirming it to the customer): if incomplete, it goes to your team with what is missing;
- chasing unpaid invoices: for a sensitive customer, the agent prepares the reminder and your team approves it;
- handling a complaint: for a goodwill gesture, the agent proposes and your team decides;
- placing a supplier order: above a threshold, it waits for your manager’s approval;
- preparing a quote: if a discount is requested, the agent prepares the quote and your salesperson decides on the discount.
What is the business rules inventory in the Domain Audit?
The business rules inventory lists, one by one, the rules, written or not, that govern the processes examined in your business domain, so that an AI agent applies them instead of guessing them. Included in the Domain Audit, it states for each rule:
- its source: written, implicit or an exception;
- its contradictions, and who decides;
- whether an agent can apply it as it stands, or whether it must first be written down or settled.
Example: "long-standing customers are served first when stock runs short" is an implicit rule, still to be written down. This inventory becomes the knowledge base for your Business Agents, and for a business domain of your Company Brain if you wish.
Company Brain
Your company’s memory and shared rules, written down: what they bring, what sets their price, who keeps them up to date.
What is the Company Brain?
Your company’s memory, written down in one place: your teams find the right answer there, your AI agents apply your rules from it. It includes:
- the shared foundation: your fundamentals, from the vision to the shared rules, including strategy, offers and prices, organisation and vocabulary;
- your business domains (a department, a whole area of your activity), at least one, added one by one: vocabulary, processes, rules, special cases;
- what you need to use it day to day: the arbitration rules and rules of use, your agents already in service connected to it, and an interface to question it in plain language.
Applies toCompany Brain
Read moreCompany BrainWhy a shared memory
Do we have to start with the Company Brain?
No: it is never a prerequisite. Task Automation, the Process Agent and Business Agents can be bought without it, before as well as after. A first agent only needs the rules of its own work, written during scoping.
The Company Brain becomes useful when several agents or several teams have to apply the same rules, or when knowledge rests on a few people. It can come first, after a project, or never: it is up to you to decide, and the Scoping Meeting helps you see clearly.
Applies toCompany BrainScoping Meeting
Read moreCompany BrainWhy a shared memory
Is the Company Brain software, or a subscription?
Neither: it is your company’s written memory, built with you. It is structured, dated and kept version after version, readable by your teams and usable by your agents. The Company Brain belongs to you: we are its architect, never its owner. To keep it alive with you, the “Company Brain maintenance” monitoring is offered monthly, on top of Monitoring for what is in service. It is the method we apply to ourselves, every day, set up in your company and tailored to your business.
Applies toCompany Brain
How much does the Company Brain cost?
The Company Brain is priced for your case, because it varies enormously from one company to the next. What sets its price:
- your need: what your teams and agents must find in it;
- the size of your company;
- the volume and diversity of your knowledge, and what is already written down: a company where nothing is written down needs more work than one that is already documented;
- the number of business domains included, always at least one, with the shared foundation;
- where your data is processed.
We assess this with you during the free Scoping Meeting; your detailed quote follows, with the price agreed before we start and the running costs priced in. A business domain already covered by your Business Agents is not charged twice, and the public funding application is included when a scheme can fund the project.
Applies toCompany Brain
Read moreCompany BrainHow the Company Brain is pricedPublic funding
What does the Company Brain bring to our agents and our teams?
Answers that are right for you, and consistent with each other. Without your rules, an agent answers correctly for everyone else, and wrongly for you. With the Company Brain:
- your agents apply your timeframes, your prices, your tone and your exceptions;
- they stay consistent with each other: the quoting agent and the customer service agent announce the same timeframe;
- they invent less, because they answer from your sources;
- your next agents are set up faster: the knowledge is already there.
Your teams use it too: a newcomer finds the rules, everyone knows which version is authoritative. It is not yet another document base: each business domain is kept up to date by its lead.
Applies toCompany Brain
Read moreCompany BrainWhy a shared memory
Does the Company Brain automate our processes?
No. It writes down your fundamentals and the knowledge of your business domains, so that your teams and your agents apply the same rules. Doing the work is the role of Task Automation, the Process Agent and Business Agents. Your agents already in service are connected to the Company Brain; those that come later will rely on it from the day they go into service.
Applies toCompany Brain
Read moreCompany BrainAll AI agent offers
Will you decide our strategy?
No. Your strategy remains yours. We structure your fundamentals (vision, priorities, shared rules) and make them usable by your teams and your agents; we do not decide them for you. That is why a business leader available to approve the shared foundation is one of the two conditions for success: management approves it at each milestone, every two weeks.
Applies toCompany Brain
Read moreCompany Brain
Does the Company Brain update itself?
No: it does not learn on its own. It lives because it is kept up to date by your business domain leads, under your governance, and each change is approved by the lead concerned. Three months after delivery, we measure whether it is still kept up to date: that test tells whether we delivered an asset, and not a document. We also measure the number of rules and decisions written down, and the cost of each new business domain. To keep it alive with you, the “Company Brain maintenance” monitoring is offered, on top of Monitoring for what is in service: update workshops, the integration of your new decisions, a quarterly governance review.
Applies toCompany BrainMonitoring
Read moreCompany BrainMonitoring
Who keeps the Company Brain up to date?
Your business domain leads, one for each business domain (a department, a whole area of your activity): each keeps the knowledge of their own up to date, directly, without going through anyone else. Management approves the shared foundation; your teams use it. Someone can coordinate the whole if you wish, never as a mandatory gateway. You appoint these leads with us from the start, and each learns to keep theirs up to date during onboarding.
Applies toCompany Brain
Read moreCompany Brain
How much time does the Company Brain take from our teams?
Little day to day, once the habit is formed: write down a decision when you take it, update a rule when it changes. The most expensive thing is not doing it, and paying for it later in searching and contradictions.
During set-up, six to ten weeks for a first scope, you need a business leader available to approve the shared foundation and, for each business domain, a lead who reviews theirs at each milestone, every two weeks.
Applies toCompany Brain
Can we start the Company Brain with a single business domain?
Yes, and it is the right way to start. The shared foundation and one business domain (a department, a whole area of your activity) are enough to begin: the one that matters most to you, or the one your agents already cover. The others are added one by one, once the previous one has proved itself. You do not need to write everything down to start.
A first scope is set up in six to ten weeks. If this business domain has not yet been examined, a Domain Audit can prepare it, depending on the case.
Applies toCompany BrainDomain Audit
Where is the Company Brain’s data processed?
In Europe by default, at no extra cost. In France if you choose, as an option, with a written commitment on where it is located, re-checked every year. Or at your premises, on dedicated infrastructure, after a study. You choose when you order; the option and the annual check are priced in your quote.
Applies toCompany Brain
Read moreCompany BrainSovereignty
What if a business domain is already covered by our Business Agents?
You do not pay for it twice. Its knowledge is already written down: the Company Brain quote deducts the work already done, as a business domain’s knowledge is only ever charged once. The Company Brain always includes at least one business domain: this can be it, and your Business Agents are connected to it. Conversely, if your Company Brain already contains a business domain, its knowledge is not charged twice to your Business Agents.
Applies toCompany BrainBusiness Agents
Read moreCompany BrainBusiness Agents
Does every agent see the whole Company Brain?
No. Each agent is connected only to the scope it needs, with its rights, its approvals and its owners. The customer service agent reads the shared foundation and the customer relations knowledge; it has no business reading HR files. This access is written down, approved by you, and can be changed or withdrawn at any time.
Applies toCompany Brain
Read moreCompany BrainOrganising knowledge in layersLimited access
How does the Company Brain avoid contradicting itself?
By keeping a single version of each rule. Four principles see to it:
- a single source for each type of information: a rule lives in one place, other documents refer to it;
- everything is dated and kept version after version: you know which version was authoritative, and when;
- named people have the right to write and approve;
- the shared foundation and the business domains are kept separate: the foundation rarely changes and is approved by management; a business domain changes often and is kept up to date by its lead.
Applies toCompany Brain
If we stop working together, what happens to our Company Brain?
You keep it: it belongs to you, with its history, version after version. Your fundamentals, your rules and the knowledge of your business domains (sales, purchasing…) are yours; we are its architect, never its owner. Structured and dated, it remains readable by your teams and usable by your tools. Monitoring, if you had chosen it, can be stopped from one month to the next, after a three-month commitment.
Applies toCompany Brain
Read moreCompany Brain
Data and sovereignty
Where your data goes, who can access it, and how to keep it in Europe, in France or on your premises.
Where is our data processed with the AI Assistant Setup?
With the AI Assistant Setup, your data is processed by the provider of the AI tool you choose, not by us: this is a deliberate choice, and our three sovereignty levels do not apply to this offer. You know where before you decide:
- the selection note states, for each tool compared, where it processes your data;
- a European option is always included: Mistral Vibe, from the French provider Mistral AI, whereas ChatGPT, Claude, Copilot and Gemini come from American providers;
- your workspace is set up on business accounts, with their privacy settings and permissions;
- the AI use charter says what never goes into the tool.
Your reference documents contain no personal data, and nothing is loaded into the tool without your agreement.
Is our data protected?
Yes, and in writing. It is processed in Europe by default, in France if you choose, and is never used to train an AI model. A page attached to your proposal or your contract says where it goes. The agent only accesses the data it needs for its work, with access rights that you approve and can withdraw at any time, and no irreversible action goes out without a person’s approval. AI Assistant Setup is different, and we say so plainly: your data is processed by the provider of the AI tool you choose; the selection note says where, and a European option is always included.
During the project, where are the documents we give you kept?
In France. The examples, documents and exports you give us during the project are kept on our server, hosted by OVHcloud in Strasbourg. None of them go into our office tools, and a document is anonymised before it goes through any tool located outside Europe, an AI assistant for example.
An audit, for its part, does not process your data in a system: the Company Audit, for example, only reads volumes in your tools, such as the number of requests or orders per month. It shows where to process your data next: in Europe, in France or on your premises; with an off-the-shelf tool, at its provider. Once the agent is in service, your data is processed where your sovereignty level provides: in Europe by default, in France or on your premises if you choose.
Is our data used to train AI?
No, never. Your data is never reused to train an AI model: this is written into every one of our projects, and we only use the business offerings of providers that rule out this use. Check this point in writing with any provider: consumer tools, for their part, sometimes allow what your teams enter into them to be reused.
Can our data end up in the United States?
Not in what we put into service, unless you agree in writing. The documents you give us during the project stay in France, on our server. By default, our projects use European or open AI models, hosted in the European Union, at no extra cost. Many solutions go outside Europe by default; our default is Europe. If, for a specific task, the right tool is located outside the Union, the exception is written down, justified and approved by you: for this task, what leaves, where, and why.
Can we require our data to stay in France?
Yes, with Sovereignty level 2 (France), offered as an option on Task Automation, the Process Agent, Business Agents and the Company Brain. The AI models and the hosting are in France. We check the whole chain end to end (logs, backups and monitoring tools included), then give you a written commitment on where your data is located, re-checked every year. If moving to a French model calls for adjustments, we redo the settings and the checks: the quality stays as agreed.
Applies toTask AutomationProcess AgentBusiness Agents
Read moreSovereignty
Does the agent have access to all our data?
No. It only accesses the data and tools it needs for its work, read-only or with write access, as written down at the start. You approve the people, the roles and the access levels; they can be changed and revoked at any time. The documentation delivered with each agent says who has access to what and where the data flows, and the “Where your data goes” page, attached to the proposal or the contract, names the providers involved.
What are the three sovereignty levels?
Three boundaries your data does not leave, which you choose when you order:
- Sovereignty level 1 (European), included as standard: Europe, with European or open AI models hosted in the European Union;
- Sovereignty level 2 (France), optional: France, with the whole chain checked and a written commitment, re-checked every year;
- Sovereignty level 3 (In-house), on request, after a study: at your premises, on dedicated infrastructure, at your expense.
Any exception outside the European Union is written down, justified and approved by you. The Scoping Meeting and the audits do not process your data in a system: they are what determines the level needed for what follows. AI Assistant Setup sits outside these levels: your data is processed by the provider of the AI tool you choose; the selection note says where, and a European option is always included.
Do we need to keep our data in France?
Not necessarily: for most companies, it is not a legal obligation, but a choice or a client’s requirement. The GDPR provides for the free movement of data within the European Union. Some sectors have stricter rules: in France, a provider hosting health data must be HDS certified and store that data within the European Economic Area; state administrations that entrust sensitive data to a cloud provider must choose a SecNumCloud-qualified offer. Processing in France is mainly useful for:
- a business bound by professional secrecy, such as a law firm;
- a company whose client requires it, in a security questionnaire or a call for tenders;
- any business leader who makes it their choice.
Read moreSovereignty
How much does processing in France cost?
It is an option, added once per project and priced in your quote: its price depends on the offer and on the chain to check, from the tools to the backups. On top of this comes the annual sovereignty check, every year.
What you pay for is not the change of model, which is simple: it is the check of the whole chain and the written commitment. Europe, for its part, is included in every project.
Applies toTask AutomationProcess AgentBusiness Agents
Read moreSovereigntyThe sovereignty levels
How can we know, before signing, where our data will go?
From a page attached to your proposal or your contract: “Where your data goes”. It says where each processing operation takes place, which providers are involved, how long the data is kept and what never leaves. You know before signing, and you can check it afterwards. If a provider, whoever it is, cannot give you this document, that is a warning sign.
Is a French AI model enough to keep our data in France?
No. The model is only one link: logs, backups, monitoring tools and other providers may be located elsewhere. Guaranteeing that nothing leaves the country requires checking the whole chain, end to end, then committing to it in writing. That is what Sovereignty level 2 (France) includes, re-checked every year.
Can we keep our data on our own servers?
Yes, after a study, with Sovereignty level 3 (In-house): your data does not leave your premises. It relies on dedicated infrastructure, at your expense, priced after an architecture study, and comes with the annual sovereignty check. It is offered with the Process Agent, Business Agents and the Company Brain; for standalone tasks, it goes through a Process Agent or Business Agents.
Applies toProcess AgentBusiness AgentsCompany Brain
Read moreSovereignty
What is the annual sovereignty check for?
To prove, every year, that your data stays where we committed to keeping it. On the anniversary date, we re-check the whole chain that processes it and give you a written, dated certificate of location. It is mandatory with Sovereignty level 2 (France) or level 3 (In-house) and priced in your quote. Monitoring, for its part, stays the same whatever the place of processing.
Applies toMonitoring
Read moreSovereigntyMonitoring
What happens to the information provided for the Flash Diagnostic?
Until you book your Scoping Meeting, nothing reaches us: the result is calculated in your browser, and your answers disappear when you leave the page. If you book it from your result, we receive your work email with your answers and your result, then, if you choose your time slot in our calendar, the name you give there, and if you wish your phone number and company. A person reads them, to prepare the meeting and the report, then to follow up on our exchange; you can opt out of our messages at any time.
Your information is neither sold nor used to train an AI model; without any follow-up from you, it is deleted three years after your last contact. The site measures the detail of its traffic (PostHog, hosted in the European Union) only with your consent; if you decline, only your visit is counted, without a cookie and anonymously, and neither what you type nor your Flash Diagnostic answers are ever recorded; the booking calendar, when it is displayed by Google Calendar, may set its own cookies. What you send from our forms is received and kept in the European Union (service hosted in France, sales tracking tool in Germany). The details are in our privacy policy.
Applies toScoping Meeting
Read moreFlash DiagnosticOur privacy policy
What happens to the information sent through the contact form?
Messages sent through Synergetik’s contact form are read by a person, who replies by email; they are never sold, rented or used to train an AI model.
- What we receive: first name, last name, email, company (optional), subject and message.
- Where: received by a service we operate, hosted in France, then recorded in our sales tracking tool, in Germany; nothing is kept in the United States.
- How long: three years after your last contact, then deletion; two years for an unsuccessful job application.
If our exchange continues, we may write to you about our offers; you can refuse these messages at any time.
Read moreContactOur privacy policy
How can we have our personal data corrected or deleted by Synergetik?
To exercise your rights over your personal data, write to Synergetik through the contact form, or call us: we reply within one month.
- You can access your data and get a copy, have it corrected or erased, restrict its use, object to its use (with no need to justify yourself for our commercial messages), receive it in a reusable format in some cases, and say what becomes of it after your death.
- A complex request can extend this time limit by two months; we let you know.
- We only ask you to prove your identity in case of reasonable doubt.
If you believe your rights are not respected, you can lodge a complaint with the CNIL, the French data protection authority.
Read moreContactYour rights, in detail
GDPR and the AI Act
What the GDPR and the AI Act require of your company, and what we take care of in what we deliver.
Does the GDPR prevent us from using AI?
No. The GDPR governs the processing of personal data, whatever the tool: a well-designed AI agent complies with it like any other software. With us, every project that involves personal data (yours, your employees’ or your clients’) is designed from the outset to comply with it, at no extra cost. Always included:
- processing only the data that is necessary, with a legal basis for each processing operation;
- defined retention periods, and the rights of the people concerned respected;
- providers bound by contract, including the AI model supplier;
- audit trails, and an impact assessment when one is required.
Read moreGDPRAI and the GDPR: what to check
Does the AI Act apply to us, even if we only use ChatGPT?
Yes, as soon as your teams use an AI tool, ChatGPT included. The European AI regulation (the AI Act) mainly asks three things of an SME:
- competence: measures so that everyone masters AI in proportion to their use, with no level to guarantee;
- transparency: the people you deal with know when they are interacting with an AI, and the generated content you publish is flagged;
- caution: no screening of job applications or assessment of employees left to a tool alone, and no prohibited practice.
For most SMEs, the question will first come from a client asking for guarantees, not from an inspection.
Applies toAI Usage Audit
Read moreAI ActAI Act: what changes, and when
Our employees use ChatGPT without rules: should we ban it?
No: a ban without an alternative moves usage to phones and personal accounts, which are even less controlled. The gains remain, the control disappears. It is better to allow chosen tools, with rules everyone understands, in four steps:
- take an inventory of uses, including those nobody has declared, without seeking to punish;
- write an AI use charter: the tools allowed, the data prohibited, who reviews what;
- identify the technical gaps and plan how to fix them;
- keep evidence to show your clients.
That is the work of the AI Usage Audit, delivered within five working days. Afterwards, the AI Assistant Setup can equip your teams: a tool chosen with you, on business accounts, and an assistant configured for each team, with the audit’s charter.
Will our customers know they are interacting with an AI?
Yes. Since 2 August 2026, the European AI regulation has required people to be told when they are interacting with an AI, on your website, on the phone or by email. In everything we deliver that interacts with people, this notice is built in by default. It is also a matter of trust: a customer who finds out afterwards feels deceived.
Applies toProcess AgentBusiness Agents
Read moreAI ActAn agent for customer service
Do we need to train our teams in AI?
Yes, everyone in proportion to their use: since February 2025, the European AI regulation has required measures so that your teams master AI. Since July 2026, it is a best-efforts obligation: no specific level has to be guaranteed for any individual. For a specific agent, the onboarding session with its users contributes to this; it is included with the Process Agent, Business Agents and the Company Brain. For broad use of off-the-shelf tools, an AI use charter and awareness-raising for your teams are useful: the AI Usage Audit gives you this charter. The AI Assistant Setup includes it too, with one onboarding session per team on the tool and the assistants set up: it is not general AI training.
Do you sign a data processing agreement (Article 28 of the GDPR)?
Yes. When we process personal data on your behalf, we are your processor within the meaning of Article 28 of the GDPR: a personal data processing agreement is signed with the contract, of which it forms part. It names the providers that process this data, including as soon as a third-party AI model is involved, and we remain responsible for them towards you.
Read moreGDPR
When does the AI Act apply?
In stages, from 2025 to 2027 (law as at 10 October 2026):
- since February 2025: the prohibited practices, and measures so that your teams master AI, with no level to guarantee;
- since 2 August 2025: the obligations of providers of general-purpose AI models (the vendors, not the users);
- since 2 August 2026: transparency, that is, telling people they are interacting with an AI and flagging generated content;
- 2 December 2026: the technical marking of content, for systems already on the market;
- 2 December 2027: high-risk systems, including those used for recruitment.
Read moreAI ActAI Act: what changes, and when
What do we risk if we do not comply with the AI Act?
Penalties, with high ceilings; for an SME, the lower of the two ceilings provided for applies. For most companies, the concrete risk will first come from a client: not being able to answer when they ask for guarantees on your uses of AI. To assess a risk of penalty, we point you towards your data protection officer or your lawyer.
Read moreAI Act
What risks do we take if our teams use AI without a framework?
Four, mainly:
- data that leaks out: a contract, a customer file or a payslip pasted into a consumer tool, whose terms of use sometimes allow it to be reused;
- content published without review, with an error or a made-up claim;
- decisions made on a wrong answer, given with confidence;
- being unable to answer a client who asks which AI tools you use, and with what rules.
The AI Usage Audit identifies them and proposes how to fix them.
Applies toAI Usage Audit
Read moreAI Usage AuditYour teams already use AI without saying so
A client is asking us for guarantees on our use of AI: what should we do?
Show them evidence: which AI tools you use, with what rules, and what you have fixed. That is often how the question arrives, in a call for tenders or a questionnaire, well before any inspection. The AI Usage Audit gives you a reusable file of evidence, with the inventory of your uses, the register of your AI tools and systems, an AI use charter and a prioritised correction plan. If this client also requires your data to stay in France, Sovereignty level 2 (France) meets that requirement, for the agents we put into service, with a written commitment.
Applies toAI Usage Audit
Read moreAI Usage AuditAI Act
What is an AI use charter?
A short document, one or two pages, written for your teams: the tools allowed and for what uses, the data that must never be put into them (personal, confidential, strategic), who reviews what before it goes out, and when to flag generated content. It is based on a real inventory of uses. The AI Usage Audit gives it to you together with the register of your AI tools and systems; Monitoring can then keep the register and the rules up to date. The AI Assistant Setup writes the charter for the tool it puts in place, based on each team’s uses, or carries over the audit’s charter.
Applies toAI Usage AuditAI Assistant SetupMonitoring
Read moreAI Usage AuditAI Assistant Setup
Can you certify that we are compliant?
No. Our field is technical compliance: what your tools do, what they keep, who approves, how the data is processed and protected. A legal assessment, a certificate of compliance or an opinion on a risk of penalty are for your data protection officer or your lawyer, and we point you towards them. The AI Usage Audit does, however, give you a file of evidence, reusable to answer your clients. And with Sovereignty level 2 (France) or level 3 (In-house), we certify every year, in writing, where your data is located.
Applies toAI Usage Audit
What is the AI Usage Audit, and what does it check?
The AI Usage Audit lists the uses of AI in your company, including those nobody has told you about and the AI systems that run on their own, then checks what rules they follow. It reviews six technical points:
- informing people who interact with an AI;
- flagging generated content;
- audit trails;
- personal data;
- human approval;
- where data is stored and for how long.
It measures the number of undeclared uses discovered, then the number of gaps fixed once the plan is implemented. It is designed for a company whose teams use AI without written rules, whose client is asking for guarantees, or that wants to roll out AI properly the first time.
Do we need a data protection impact assessment (DPIA)?
Only when the processing presents a high risk for people: sensitive data, surveillance, large-scale automated decisions. The impact assessment then examines these risks and the measures to reduce them. The question is raised during scoping; whether one is required is for your data protection officer or your lawyer to say. When it is, it is part of the project and is not priced separately.
Read moreGDPRAI and the GDPR: what to check
Which GDPR obligations remain ours when an AI agent processes our data?
Your company keeps the obligations of the controller: when Synergetik processes personal data for you, it acts as your processor (Article 28 of the GDPR). It is up to you to:
- decide why and how this data is processed, and tell us in writing;
- inform your customers and employees, including when they interact with an AI;
- have legal questions settled by your data protection officer or lawyer;
- approve the results produced.
On our side, each processing operation is designed from the start to comply with the GDPR, at no extra cost: only the data that is needed, an identified legal basis, defined retention periods, audit trails, providers bound by contract.
What happens in the event of a personal data leak or breach?
In the event of a personal data breach, Synergetik tells you without delay, with the information you need to report it: this is a commitment in the data processing agreement, signed with the contract. Reporting the breach falls to your company, as the controller; we help you do so, with the information we hold.
Everything is designed to limit this risk and to understand quickly what happened:
- only the people who need your data have access to it, and they are bound by confidentiality;
- each agent accesses only the data its work requires, with access you can revoke at any time;
- a log keeps track of what each agent does.
How do we handle requests for access to or erasure of data processed by an AI agent?
Your company answers these requests, as the controller, and Synergetik helps it do so: this is provided for in the data processing agreement signed with the contract. Respect for individuals’ rights (access, rectification, erasure) is designed in from the start, at no extra cost:
- a request that reaches us directly is passed on to you without delay;
- we give you the information needed to answer it;
- the documentation delivered with each agent says who has access to what and where the data flows.
How long is our personal data kept, and what happens to it at the end of the contract?
Your personal data is kept for the period set for each processing operation, which you know before you sign; at the end of the contract, Synergetik returns it to you, then deletes it. Retention periods are defined for each processing of personal data, audit trails included, and the “Where your data goes” page attached to your proposal or your contract sets them out.
Returning and then deleting your data at the end of the contract is a commitment in the data processing agreement, signed with the contract.
Is AI-assisted recruitment prohibited?
No, but it is tightly regulated. Systems used for recruitment are classified as high-risk by the European AI regulation, with stricter obligations from 2 December 2027. Never leave the screening of applications or the assessment of your employees to a tool alone: a person must decide. That is why, as things stand, we do not offer application screening; an agent can, however, acknowledge receipt of applications.
Read moreAI ActAI Act: what changes, and when
Which AI practices does the AI Act prohibit?
Since February 2025, the European AI regulation (the AI Act) has prohibited certain practices, with no possible exception: for example social scoring of people, emotion recognition in the workplace, or biometric categorisation of people by sensitive characteristics. For an SME, the point is to know them, so as not to stray into them unknowingly.
They are not the same as high-risk uses, such as sorting job applications or assessing employees, which are allowed but regulated. Synergetik builds none of them: they are among what we refuse to automate. Whether a specific use falls under them is a legal assessment, which belongs to your data protection officer or lawyer.
Public funding and financing
The public funding that exists, what it pays for, and the application we prepare with you.
Is there public funding for an AI project?
Yes, for companies based in France, but it mainly funds awareness, diagnostics, consulting and training, more rarely the building of the project itself. Three places to look:
- Bpifrance, the French public investment bank: free tools to take stock of AI, and co-funded support for SMEs and mid-sized companies;
- your region: support for consulting and transformation projects, often reserved for certain sectors;
- your chamber of commerce and industry: free digital support.
Schemes change often: we check which ones are open at the time of your project.
Do you prepare the funding application?
Yes, when your project can be funded, and it is included in the price of the Domain Audit and of the Company Brain. We identify the schemes open to your company, depending on its size, region, sector and project; we check their conditions and timetable; then we prepare the application with you: the description of the project, the budget, the timetable, the result indicators and the documents required. The application is submitted in your company’s name, and we stay by your side to answer the funder’s questions.
The Domain Audit always comes before Business Agents: its roadmap prices the funding available and what remains for you to pay for its first stage. For the other offers, ask us during the Scoping Meeting: if a scheme can apply, we will tell you.
Applies toDomain AuditBusiness AgentsCompany Brain
Read morePublic fundingDomain Audit
How do we know whether our project can be funded?
Ask us during the Scoping Meeting, free and with no commitment: if a scheme can apply to your project, we will tell you. The answer depends on your size, region, sector and project, then on the conditions and timetable of the schemes open at that time. If none applies, we tell you that too.
Applies toScoping Meeting
Read morePublic fundingThe Scoping Meeting
Is the funding guaranteed?
No. The decision belongs to the funder. Not every company is eligible either: depending on size, sector or project, sometimes no scheme applies, and we would rather tell you than prepare a pointless application. The application is made in your company’s name, and your company remains responsible for the information it provides.
Read morePublic funding
Should we apply for funding before signing with a provider?
Often, yes. Many schemes must be applied for before the project starts: for those, work that has already begun can no longer be funded. Some schemes also only accept providers approved by the funder. That is why we check the conditions and the timetable before any commitment, and tell you from the outset.
Can funding pay for building an agent, not just a diagnostic?
That is rarer. Most schemes fund awareness, diagnostics or consulting; some regional grants also cover a study or a proof of concept (a first version, tested on a small scale). This is checked case by case, at the time of the project: for a Task Automation or a Process Agent, ask us during the Scoping Meeting; for Business Agents, the Domain Audit’s roadmap prices the funding available for its first stage.
Can an audit be funded?
Sometimes, and it is checked before you order it. Diagnostics and consulting are what funding most often pays for, notably some regional grants, each with its own conditions: many must be applied for before the work starts, and some require a provider approved by the funder. Ask during the Scoping Meeting: if a scheme can apply, we will tell you.
For the next stage of your project, the roadmap of the Company Audit and that of the Domain Audit identify the funding available; the Domain Audit also includes preparing the funding application.
Applies toCompany AuditProcess AuditAI Usage AuditDomain Audit
Read moreAI auditsPublic funding
Our company is small: can we access funding?
Some, yes. Other schemes require a minimum turnover or headcount. Bpifrance’s free tools and the support offered by chambers of commerce and industry remain open to the smallest companies; for a first step, that is sometimes all you need, and we will tell you.
What is the “Osez l’IA” plan?
The French state’s national plan to spread AI across companies (its name means “Dare to use AI”), launched on 1 July 2025 and stepped up on 18 June 2026. It offers free awareness tools and a platform of use cases; Bpifrance adds co-funded support for SMEs and mid-sized companies. Its goal: 80% of SMEs and mid-sized companies, and half of very small businesses, using AI by 2030.
After go-live
Monitoring, maintenance, changes, ownership, and what happens if you stop.
How do you measure the results of the AI Assistant Setup?
The AI Assistant Setup is measured team by team, at the 30-day review, on two indicators:
- adoption: how many people use the assistant each week, a figure read from the tool’s console;
- the time spent on one or two tasks chosen with you, measured before, then 30 days later.
These two measures are recorded, never promised in advance, and they do not determine the final payment; it depends on the result agreed before signing, checked on your real cases at the last onboarding session. The 30-day review is also used to adjust the assistants, and it shows the useful next step, or that none is needed. With monthly support, a usage review takes place every quarter.
Do we become dependent on you?
No. What we deliver belongs to you: the code, the instructions given to the AI, the connections to your tools and the documentation are all documented and handed over to you (except third-party tool licences). Your team, or the provider of your choice, can take it over and develop it. Our methods and generic tools remain ours: where they are part of it, you keep the right to use them with no time limit. Your data and what is specific to your company (your rules, your procedures) remain yours. Our choices of AI models and providers are documented, justified and open to review, and switching AI provider is simple. And Monitoring remains optional.
Applies toTask AutomationProcess AgentBusiness Agents
Read moreAI agentsWhat is handed over to you
How much does maintaining an AI agent cost?
With us, maintenance is called Monitoring, and its price follows what is in service: one to three tasks, one or more processes, one or more business domains (entire departments). It is priced in your quote, alongside the build.
- The business domain tier covers its processes and their tasks: they are not charged on top.
- What is in service separately adds up, for example a task and a process that are unrelated.
- Company Brain maintenance is offered in addition, and the evolution credit if you want your agents to evolve.
Three months’ commitment, then monthly: you stop whenever you want.
Applies toMonitoringCompany Brain
Read moreMonitoring
What if we stop working together?
You keep everything: the code, the instructions given to the AI, the connections to your tools and the documentation (except third-party tool licences), and you can develop them further with the provider of your choice. Your data remains yours, and the access you had given us can be revoked. Monitoring can be stopped at the end of any month, after the first three months of commitment.
Applies toMonitoring
Read moreMonitoringWhat is handed over to you
Is Monitoring mandatory?
No. It is offered with every project, without you having to ask for it, and remains optional. If you take it, it starts at go-live, with a three-month commitment, then monthly: you stop whenever you want. Without it, plan who, in your company, watches the agent and adapts it when a tool changes: an agent connected to your tools lives with them, and without monitoring, what used to work ends up missing the mark.
Applies toMonitoring
Read moreMonitoringWhy does an AI agent drift without monitoring?
What does Monitoring include?
Checking that everything works properly, fixes, adaptation to your tools and to AI models, and a value report every quarter, with you. It expands with what is in service:
- from one process: keeping running costs under control, and a monthly check on your cases;
- from two business domains: a check every week, a value report every month and a direct contact.
It maintains what is in service: changes fall under the evolution credit. It is neither on-call support nor a committed response time.
Applies toMonitoring
Read moreMonitoring
What happens if the agent breaks down?
Your teams take back control, then the agent is fixed. Every agent is delivered with a log of what it does, where errors are reported, and documentation that explains how to take back control in case of error. With Monitoring, we check that it works properly and fix it, at the agreed pace. It is neither on-call support nor a committed response time. Without Monitoring, the person you appoint takes care of it, with the same documentation.
Applies toMonitoring
Read moreMonitoringErrors and safeguards
Can the agent be developed further later on?
Yes. Adding a case, a rule or a tool is separate work: Monitoring maintains what is in service. For changes as you go, the optional evolution credit gives you half a day per month, which can be carried over within the quarter, at a monthly price agreed in your quote. Beyond that, work is invoiced, with your agreement, at the rate announced at signing. For a broader need, a new process for example, it is a new project, with its own quote.
Applies toMonitoring
Read moreMonitoring
What if our tools change?
We adapt the agent, if you have chosen Monitoring. When a vendor changes its software (a field that is renamed, an export that changes format, a connection that evolves), the adaptation is included. If you replace one tool with another, a new customer management tool (CRM) for example, or add one, that is a change: it falls under the evolution credit, or a new project with its own quote. Without Monitoring, plan who, in your company, keeps track of these changes.
Applies toMonitoring
Is onboarding for our teams included?
Yes, with the Process Agent, Business Agents and the Company Brain. After go-live, a 60 to 90-minute group session, held remotely: a demonstration in your environment, then exercises on your cases. For an agent, your teams see what to ask it, what not to entrust to it and what to do if it gets it wrong. You keep a simple onboarding fact sheet. Task Automation includes the documentation and the handover. AI Assistant Setup includes one onboarding session per team, on the tool and its assistants. An extra session, for other teams, is priced separately; general AI training is not included.
Applies toProcess AgentBusiness AgentsCompany Brain
Read moreProcess AgentPreparing your teams
How do we know, over time, whether the agent is still paying off?
Through the value report, included in Monitoring. Every quarter, with you (every month from two business domains), it sets what has been handled against the indicators agreed at the start: volume handled, cases passed on to a person, time saved. Gaps are visible, and the decision to continue, correct or stop remains yours, made on the facts. Without Monitoring, track these indicators yourself: their starting point was measured before go-live.
Applies toMonitoring
Read moreMonitoring
What if the AI model used evolves or disappears?
It is replaced: switching AI provider is simple, and our choices of models and providers are documented, justified and open to review. With Monitoring, adaptation to AI models is included; from one process, it also includes keeping running costs under control: the right model for each task, and an alert if costs overrun. A new model respects the agreed place of processing: in Europe by default, in France if you have chosen it; any exception is written down, justified and approved by you.
Applies toMonitoring
Read moreMonitoringWhere your data goes
Can we monitor the agent ourselves?
Yes, provided you appoint a person, give them the time and the access, and write down what they monitor. Every agent comes with what you need to follow it: the log of what it does, the trail of its decisions, access rights you can change or revoke, and documentation that explains how to take back control in case of error. The internal lead is often the right starting point, with outside support for technical adjustments.
Applies toMonitoring
Read moreMonitoringThe internal leadWhat comes with every agent
What happens to an audit if we go no further?
You keep it, and it remains usable, including with another provider.
- Company Audit: the time map, showing the time spent in each business domain, the most time-consuming processes costed with their recommendation, and the roadmap covering 6 to 12 months.
- Process Audit: the current state, the business case, the scoping document ready to build from, and the quote for the Process Agent.
- Domain Audit: the current state and the inventory of the business domain’s rules, the ranking of processes, the roadmap and the indicators.
- AI Usage Audit: the inventory of uses, the register of AI tools and systems, the technical gaps found, the AI use charter, the correction plan and the file of evidence for your clients.
An audit can conclude that nothing should be done, or that the project is not feasible: we stop, and you keep the file you have paid for.
Working with us
How a project runs, the timeframes, your commitment, who we are and where we work.
How does the Company Audit work?
The Company Audit takes three weeks, once its scope has been set during the Scoping Meeting: your business domains are counted with you there, for a precise price from the proposal.
- Week 1, understanding: a questionnaire for each business domain, then the time log, prepared with you;
- Week 2, measuring: five working days of time logging, a one-hour interview per business domain, and the volumes read from your tools, such as the number of requests or orders per month;
- Week 3, costing and presenting: the most time-consuming processes costed, their recommendation and the roadmap, presented to your management.
Does the Company Audit’s time log monitor our employees?
No: the Company Audit’s time log covers processes, never people, and it is anonymous. Its rules are known to everyone before it starts:
- a few volunteers from each business domain note down, for five working days announced in advance, the time spent on the main processes of their business domain;
- no names appear on the log, and the hours are grouped by business domain;
- management never sees one person’s log;
- a business domain with fewer than three people is grouped with a related one, so that nobody can be identified.
You then decide on logged hours, not on estimates.
Applies toCompany Audit
Read moreCompany AuditHow an audit works
How does the AI Assistant Setup run, and how long does it take?
The AI Assistant Setup runs over two to three weeks, from the analysis and choice of tool to onboarding for each team, then a 30-day review:
- at the start, an interview with you, then with each team; the tool selection note, then your decision;
- configuration: your workspace, your reference documents, the AI use charter, then each team’s assistant;
- each assistant checked against real cases, then one onboarding session per team;
- 30 days later, the adjustments and the measurement.
At your end: licences for the chosen tool in your own name before setup, your account administrator or IT provider for access, one person per team with real examples of their work, and someone who settles a question when one comes up.
Applies toAI Assistant Setup
Read moreAI Assistant SetupThe Scoping MeetingPreparing your teams
How does the AI Usage Audit work?
The AI Usage Audit runs in three stages, with about two days of work and delivery within five working days. Its basic scope: one entity, up to two teams or AI systems in use.
- at the Scoping Meeting, you declare your AI systems in use; an AI system (an agent, a chatbot or an automation that decides or writes in someone’s place) counts as a team;
- during the audit, short interviews with each team, and a review of the tools actually used;
- at delivery, the six deliverables, file of evidence included.
A system found during the audit is reported to you: it is only added with your agreement, and the price never changes without it. On your side, plan for these interviews and a decision-maker who can settle the follow-up.
Applies toAI Usage AuditScoping Meeting
Read moreAI Usage AuditThe Scoping MeetingHow an audit works
How does a project with you run?
In seven steps, from the free meeting to follow-up:
- the Scoping Meeting: one hour, then a written report within 72 hours; the Flash Diagnostic, two minutes online, prepares it;
- an audit, only if your case calls for it;
- your quote, within 7 days: the price, the expected result and the page that says where your data goes, attached to the quote or the contract;
- the build: for a process or a business domain, in two-week stages, each ending with a demonstration;
- the check on your real cases, go-live and onboarding;
- final approval, linked to the agreed result;
- Monitoring, if you choose it: a three-month commitment, then monthly.
You only go further if the result justifies it.
How soon do we see a first result?
One to two weeks for a task, with Task Automation. For a complete process, allow three weeks with the Process Agent, four to five for two processes; beyond that, the timeframe is set out in the proposal. An entire business domain (a department, a part of your business) takes four to six weeks with Business Agents, after the Domain Audit; the Company Brain, six to ten weeks for a first scope.
These timeframes assume access has been obtained before the start. Long delays rarely come from technology: they come from access, trade-offs and approvals.
What does Task Automation include?
Task Automation includes six deliverables, from framing to measuring the result 30 days after go-live, so that a repetitive task is taken off your hands within your current tools in one to two weeks, without changing your habits:
- the framing, with the person who does the task: what triggers it, the expected result, the special cases and the indicator to measure;
- the set-up, and the instructions the AI follows;
- tests on your real cases, then two rounds of corrections;
- the documentation and the handover to your teams;
- the code and the connections to your tools, which belong to you;
- the measurement of the agreed indicator, before we start then 30 days after go-live.
What guarantees do you give us, in writing?
Six, in writing before you sign, in your proposal or your contract:
- a price agreed with you before we start, with no surprises, and the running costs priced in the same quote;
- a result agreed before signing, indicators measured from the start or what can be checked on your real cases: if it is not met, the final payment is not invoiced, and we complete the work, up to two days at our expense;
- a page that says where your data goes, and safeguards for personal data, including when a third-party AI model is involved;
- no irreversible action without a person’s approval;
- the code, the instructions given to the AI, the connections and the documentation, which are handed over to you (except third-party tool licences);
- Monitoring, offered for what comes next.
What do we commit to by working with you?
To one offer at a time. The Flash Diagnostic and the Scoping Meeting are free and commit you to nothing. Each offer can be bought on its own, at the price agreed in the quote, and you only go further if the result justifies it. After an audit, you can stop: you keep the file.
Monitoring, offered with every project, is optional: a three-month commitment, then monthly, and you stop whenever you want. The evolution credit (half a day per month to develop what is in service) is optional too.
Applies toScoping MeetingMonitoring
Read moreAI agentsMonitoringOur audits
Who are you?
Synergetik, an AI-native agency: an AI agent integrator for SMEs and mid-sized companies. We put AI agents into service within your current tools, taking over your time-consuming tasks and processes, following your rules, under your control, with measured gains. We are based in the Annecy area, in Haute-Savoie, on the doorstep of Geneva, and work all over France and in Switzerland.
“Native” means that we apply our method to ourselves, every day: our rules are written down, and our own agents rely on them. Our name is inspired by synergetics, the science that studies how scattered elements come into phase. With us, you talk directly to the people who design your agents.
Read moreAbout us
Where do you work: on site or remotely?
Both. We are based in the Annecy area, in Haute-Savoie, on the doorstep of Geneva: when your company is in the region, we come on site, for the Scoping Meeting, the Domain Audit interviews or progress reviews, with your teams.
Everywhere else in France, and in Switzerland, we work by video, with the same method and at the same pace. The onboarding session takes place remotely. And we price the same way for all our clients, in France and in Switzerland: it changes neither by region nor by country.
Applies toScoping MeetingDomain Audit
Read moreAbout usThe Scoping Meeting
Do you work in our sector?
Most of the time, yes: what matters is the work to be handed over, more than the sector. Answering requests, keeping a schedule, processing orders: these exist almost everywhere. Our AI agent catalogue also shows what changes from one sector to another, for example:
- construction, civil engineering, trades;
- accounting firms and the professions;
- e-commerce and distribution;
- industry and manufacturing;
- real estate and property management;
- health and social care.
The Flash Diagnostic asks for your sector and takes it into account in your first use cases. Then the hour of the Scoping Meeting is enough to know whether we can be useful to you, and to tell you when that is not the case.
How soon do we receive a quote?
Seven days. The quote is based on what we have seen together during the Scoping Meeting, or during the audit when there is one.
It states what is counted (tasks, processes or business domains), the deliverables, the timetable, the expected result (indicators to measure, or what can be checked on your real cases), the price, the payment stages, what we expect from you and, for a build, the estimated running costs. A page, attached to the quote or the contract, says where your data goes. Your price is agreed with you in the quote, before we start: no surprises.
Applies toScoping Meeting
Who does what, at your end and at ours?
At our end, you talk directly to the people who design your agents: we handle the scoping, the build, the checks and the documentation.
At your end, three roles: a contact who knows the work, two hours a week during the build; a decision-maker who can settle a question when one comes up; then, after go-live, an internal lead who reports badly handled cases and gets the rules updated. In an SME, one lead is often enough; a mid-sized company tends to appoint one per business domain, often its manager, with one person coordinating the shared rules.
Our AI trials came to nothing: what changes with you?
The starting point, and the proof. Many trials prove that something is possible, not that it is useful: chosen because they could be demonstrated, with no agreed indicator, tested on hand-picked data, with nobody to take things forward. We do the opposite:
- work chosen for what it costs you today;
- indicators agreed before signing, measured from the start;
- a check on your real cases, exceptions included;
- who decides what, written down before go-live;
- what comes next organised: an internal lead at your company, and Monitoring offered.
What if the project stalls along the way?
The rules are written in advance, depending on what is blocking:
- an access right or a planned piece of information is missing: the build is paused until it arrives. That is why access is obtained before the start;
- an audit concludes that the build is not feasible: we stop there, and you keep the file you have paid for;
- the scoping of a Process Agent shows that it needs the knowledge of its entire business domain: we tell you before going further, and propose Business Agents, preceded by the Domain Audit. You decide.
How long do your audits take?
Three weeks for the Company Audit, including five working days of time logging. One to two weeks for the Process Audit, up to two processes; beyond that, the timeframe is set out in the proposal. The Domain Audit takes two to three weeks for two processes, three weeks for three, three to four for four, and four weeks for five; beyond that, the timeframe is set out in the proposal. The AI Usage Audit is delivered within five working days.
The business domains or processes to be examined are chosen and counted with you during the Scoping Meeting. The Company Audit, the Process Audit and the Domain Audit end with a presentation of the findings.
Do you use AI agents yourselves?
Yes, every day. Our own Company Brain is a single, versioned reference base: a shared foundation (mission, vision and strategy, principles, brand and tone of voice, decisions dated and explained) and six business domains (sales, marketing, operations, finance, legal, technical). Twelve in-house agents rely on it every day, one per role: a CEO advisor who prepares our decisions and challenges them, a business analyst, a product manager, a solution architect, and others for knowledge, tasks, code and operations. A person approves what they produce.
This site is drawn from it: our agent catalogue, our offers and our writing guidelines are written there once, and every version of the site is checked automatically before it is published.
Applies toCompany Brain
Read moreAbout usHow we use our own company brain, day to day
What principles guide Synergetik’s AI agent projects?
Five principles guide every Synergetik project, from the Scoping Meeting to follow-up: measurable usefulness, coherence, clarity, control and continuity.
- measurable usefulness: we build a solution because it gains you something, not because it is technically possible; the gain is agreed beforehand, then measured;
- coherence: your knowledge, rules, tools and agents work in the same direction;
- clarity: prices, lead times, scope and limits are written for a business leader, not for an IT specialist;
- control: sensitive decisions remain human, you know where your data goes, and what we write for you belongs to you (excluding third-party tool licences);
- continuity: what we learn at your company is written down, and your knowledge becomes an asset instead of leaving with a project or a person.
Where does the name Synergetik come from?
The name Synergetik comes from synergetics, the science that studies how elements that start out scattered, under an external impulse and a few shared parameters, come into phase and form a coherent whole. The physicist Hermann Haken laid its foundations in Stuttgart, from 1969 onwards; the k is the original German spelling, Haken’s own (“Synergetik. Die Lehre vom Zusammenwirken”, 1971).
We carry this image over to the company: your knowledge, data, processes, rules, tools, agents and teams, brought into phase by a few rules written down and shared, move in the direction of your goals. Our name is inspired by synergetics: this image replaces neither your rules nor your judgement.
How can we reach you?
Through the contact form, or by phone. For a first conversation, book your Scoping Meeting online, with the “Book a meeting” button or at the end of the Flash Diagnostic (two minutes, and your answers reach us with your booking). For any other question (an offer, a partnership, the press, a job application), use the contact form: we read it and reply by email. Our phone number is on the Contact page and at the bottom of every page; you can also find us on LinkedIn.
Applies toScoping Meeting
What should we put in the contact form?
Synergetik’s contact form asks for your first and last name, your email, a subject and your message; your company name is optional.
- Six subjects to choose from: a Scoping Meeting, a question about an offer, a partnership, press, a job application, something else.
- In the message, describe your activity or your question, without sensitive information (health, opinions) or data about other people, such as your clients or employees.
Want to know where to start first? The Flash Diagnostic answers in two minutes. To recommend a company, the referral partner programme has its own form.
Applies toScoping Meeting
Read moreContactTake my Flash DiagnosticThe referral partner programme
How does a Process Audit run, step by step?
The Process Audit runs in three stages, over one to two weeks, from choosing the process to the price of what comes next:
- at the Scoping Meeting, which is free, we agree with you on the process and its number of tasks, which set the price from the proposal;
- on the ground, we interview the people who do the work, observe it, and examine your tools and your data;
- at the presentation, we give you the current state, the business case, the scoping document and the quote for the Process Agent.
On your side: the availability of the people who do the work, real examples of the process, difficult cases included, and a decision-maker who can settle questions.
What happens after the Process Audit?
After the Process Audit, you decide whether to hand your process over to a Process Agent, already knowing its exact price: the quote is delivered with the audit, and that price binds us.
If you order it, the agent is built from the scoping document, which is ready to build from: allow three weeks for one process, four to five for two, once access to your tools has been obtained. If the audit reveals that the process belongs to an entire business domain (a whole area of your business, such as purchasing), we tell you: the next step is then the Domain Audit, followed by Business Agents. We recommend, you decide.
What does the roadmap from the Domain Audit contain?
The Domain Audit roadmap is a dated plan for handing your business domain over to AI, stage by stage, with a decision point at each stage. It includes:
- a presentation for you and your partners;
- the quote for the first stage, and how to fund it: the public funding available and what remains for you to pay; the next stages are priced when they start;
- the tracking indicators, defined before any roll-out: what will be measured for each process selected, where it stands today and how to measure it;
- a single recommended next step: Business Agents and, if you wish, the Company Brain.
It also serves as a basis for decision with partners or a funder.
How does the Domain Audit run, and whom do you meet?
The Domain Audit takes place on the ground, over two to four weeks for two to five processes, on a scope agreed with you at the Scoping Meeting, which gives a precise price from the proposal. We meet:
- the business leader;
- the business domain lead;
- the people who do the work, who show us their tools and their rules, in real situations.
On site if you are in our region, the Annecy area, by video call otherwise. The number of people we meet follows from the processes selected, at no extra cost. On your side: their availability, and a decision-maker who can settle things at each decision point. A process that turns up along the way is flagged to you: you decide whether to add it.
Applies toDomain AuditScoping Meeting
Referral partners
The referral partner programme: the commission, who can take part, how to refer a company and when the commission is paid.
How much does a referral partner earn with Synergetik?
A referral partner receives 10% of what the company they introduced pays us, excluding VAT, for 12 months from its first order, up to €5,000 in commissions per company. Audits, builds, Monitoring and change credit all count; the Scoping Meeting, which is free, does not, nor do licences the client pays directly to a software vendor.
Read moreReferral partners
Who can become a referral partner?
Any registered professional, company or self-employed, sole traders included, whatever their line of work, as well as our clients. You invoice your commission; when we sign, we ask for proof of registration and, in France, a certificate from the Urssaf. Contracts are governed by French law and written in French.
Read moreReferral partners
Who cannot become a referral partner?
Lawyers, chartered accountants, statutory auditors, notaries and public officials: their professional rules forbid or restrict commissions. And you cannot refer your own company.
Read moreReferral partners
Which companies should I introduce?
SMEs with 10 to 249 employees whose leader makes the decision or is close to it, and who have a reason to look at AI: time lost on follow-ups, data entry, quotes, meeting notes or tracking applications; an administrative hire planned to absorb volume; a peak in activity that wears a team out; staff using AI assistants with no framework, or a leader wondering about the AI Act.
Read moreReferral partners
How do I refer a company?
Get the business leader’s agreement, then introduce them to us through the form on the Referral partners page, followed by a three-way introduction email. We confirm your referral within 5 working days, then offer the leader a Scoping Meeting within 2 working days and handle everything that follows; you are kept informed at each step.
Read moreReferral partners
What if the company takes a long time to decide?
Your referral is protected for 6 months after we confirm it, and until the company decides if a proposal is under way at that date. After that, refer it again.
Read moreReferral partners
What if someone else has already referred the company?
The first confirmed referral counts, and the commission is never shared. We tell you in our reply, within 5 working days.
Read moreReferral partners
Can I refer my own company?
No: the commission rewards introducing another company. It is not due when you, or one of your directors, partners or employees, is a director, partner or employee of that company.
Read moreReferral partners
I already advise this company: do I have to tell them?
Yes, in writing, before they place an order. One sentence is enough, and we give it to you. Your commission does not change their price.
Read moreReferral partners
Does my client pay more if they come through a referral partner?
No: they pay the same price as if they had come on their own, worked out the same way for their case; your commission comes out of our margin. The Scoping Meeting is free and earns no commission.
Read moreReferral partners
When is my commission paid?
On your invoice, 30 days after the end of the month in which the client paid us: it is only due on what they have actually paid us. Commissions on monitoring, paid monthly, are grouped and paid quarterly. Each time a commission is due to you, you receive a statement.
Read moreReferral partners
Do I need to attend the meetings with the company?
No. You make the introduction, we do the rest. You negotiate nothing on our behalf: that is what makes you a referral partner rather than a commercial agent.
Read moreReferral partners
What contract does a referral partner sign?
A referral agreement, the same for everyone, completed according to your profile: no exclusivity, no targets, and you can end it at any time with one month’s notice. Partners who refer clients to us, and to whom we refer clients, sign a partnership agreement.
Read moreReferral partners
Your question is not here? Let’s ask it together.
That is what the Scoping Meeting is for: one free hour, on your case. For a simple question, write to us.
- 2 minthe Flash Diagnostic, online
- 1 hthe Scoping Meeting, free
- 72 hyour written report