A Zappi expert walks you through setup and customizes your agent ecosystem to your business needs. After setup, your Zappi team stays with you for the full 12-month subscription, updating and evolving your ecosystem so your agents and output stay relevant as your business changes.

Depending on your service package, this includes:

Initial implementation & onboarding: 

• Curated agent ecosystem, including default and custom agents
• Agent access to your Zappi data asset (Activate It or Activate It Early concept tests)
• Unlimited users and access
• Your package includes up to 30 or 60 documents or assets loaded, and up to 5 or 10 hubs enabled and customized.
• Training and onboarding via expert-led workshop 

Ongoing maintenance: 

• Expert support to update and evolve your agent ecosystem as your needs change, including new hubs, new agents, refreshed documents and prompting
• Custom hubs for generating and refining concepts, which admins can also manage self-serve

Guided Implementation 

Step 1 | Discover

• Design Agreement: Gain understanding of your innovation space, to design a recommended flow and custom agent ecosystem with the agents you would like to integrate.
• Document Retrieval: Collect all relevant information and documents, sort through previous learnings, and prime documents for Agent upload. Here are some examples of the types of documentation we’ll ask for.

Step 2 | Setup

• Add Agents: Select the default and custom Agents to be included in your custom agent ecosystem and custom hubs.
• Upload Documents: Add any relevant documents to the necessary Agents to ensure expertise relevant to your business.
• Adjust Prompting: Customize Agent prompting to align with your innovation space and intended outputs.
• Train Agents: Q&A Agents documents and prompting to minimize hallucination and bias.
   

Step 3 | Train

• Expert-led workshop: Your team takes part in a hands-on workshop, building something real with the agents so they can bring them into their own workflow. Your package includes one or two 2-hour workshops.
   

Step 4 | Maintain

Your Zappi team keeps your agents current as your documents, briefs and strategy evolve. Reach out any time. You don’t need to wait for a scheduled check-in. Your package includes up to 12 or 24 maintenance hours a year (about 3 or 6 a quarter). Maintenance covers refreshing documents, setting up new agents or hubs, prompt writing and optimization, and agent and hub management.

Accepted Documentation

AI models are only as relevant as the data they’re built on. In order to effectively train and customize the agent ecosystem for your specific needs, it’s important to share a range of brand and strategic materials. These can include audience or demand space information, foresight documents, market reports, brand guidelines, and other supporting content. 

The exact documents you provide will depend on your innovation objectives and area of focus, as well as what is readily available within your organization. We recommend selecting 3 to 4 key topic areas to guide the agents in specializing appropriately. The number of documents we load depends on your service package (up to 30 or 60).

Examples of accepted documents include:

• Strategic plans and overall goals for the brand
• Jobs to be done
• Demand spaces
• Category landscape
• Competitor analysis
• Trends reports / cultural insights
• White space or opportunity mapping research
• Usage and Attitude (U&A) studies
• Target market/customer segmentation
• Brand keys/tone of voice/guidelines
• Brand visual guidelines
• Social Listening analysis
• Syndicated data
• Qualitative research transcripts
• Retail/channel studies
   

Best practices for customer documentation

Any materials that help inform and guide, such as supporting research, strategic frameworks, or inspirational sources, are acceptable. We are flexible in the formats we support, including (but not limited to) PDFs, Word documents, PowerPoint decks, and spreadsheets.

It’s important to note that the Agents perform best with text-based content. If your documentation includes heavy visual elements (e.g., charts, infographics, image-based decks), we recommend adding descriptive text or annotations where necessary to ensure the content can be interpreted effectively by the model.

Other possible documentation

Please note, data sources such as third party survey data sets, market data, etc. would require more complex prompting to ensure the interpretation is correct, appropriate and relevant. Documentation from these data sources are subject to mutual agreement and could be scoped separately outside of our standard implementation service.

Customer data not accepted

Zappi will not establish any direct data source connections to third-party data for security reasons.

Setting up users

In addition to documentation, we will need a list of teams and users that will need to be set up to access the custom agent ecosystem and are authorized to use it. 
 

Implementation FAQ

What if I have done an AI Concept Lab before subscribing? Do I still need to go through Implementation?

Our teams do a basic setup of the environment depending on the intended objective of the lab. This doesn’t replace implementation, which sets up your custom agent ecosystem for ongoing use and trains your team to work with it.

What’s the time commitment? 

We need 1-2 hours per week for 1-3 weeks, depending on the intended scale of adoption of the AI Concept Creation Agents.

What support do I get after implementation?
Your service package includes maintenance hours for the full 12 months, so your Zappi team can keep your agents and hubs current as your needs evolve.