Phase 1 Onboarding
Gameplan:
  1. Choose how we host your AI Companions
  1. Gather key access & company knowledge resources
  1. Confirm the Phase 1 goals and timeline.
Conventional Hosting Model
We host and manage the entire base Companions platform—no new servers for your team to maintain. Every conversation is streamed directly into your tenant (Microsoft Azure), where you control retention, deletion, and auditing. You get full data ownership without any added operational burden.
Managed Platform
Complete hosting and management of the Companion platform.
Data Ownership
All conversations stream directly to your Azure tenant for complete control.
Zero Burden
No additional operational responsibilities for your IT team.
Self-Hosting Alternative
Self-hosting shifts OS and application patches, backups, and code integrity responsibilities to your Dev Ops team. This give you full control of uptime, security, and base operating system updates, but does not increase your ownership over data.
Operating System Integrity
Your dev ops team would assume accountability for OS updates, maintenance, and integrity.
Added Costs
Merging of each base operating system update would need to be coordinated and be at an added expense to your retainer, and dev ops team.
How Data Streaming Works
Here's the simple flow: user interactions happen in our secure environment; each transcript fires off to your Azure endpoint—be it SQL or Blob storage—via a secure webhook or API. You set your policies for retention and deletion. To get this running, I'll need the endpoint URL and any credentials or shared secret you'd like us to use.
User Interactions
Conversations happen in our secure hosted environment
Secure Transfer
Each transcript is sent to your Azure endpoint via webhook or API
Your Storage
Data lands in your SQL or Blob storage with your retention policies
Website Companion Integration
We'll embed your site companion in a chat bubble across your Shopify store and on its own dedicated page.
It will:
  1. Handle returns via Shopify's API based on existing setup feasibility, or will fallback to collecting details and emailing your CS team.
  1. Handle quote requests and forward them to CS
  1. Serve your FAQs into a context specific conversational flow
What We'll Need
  1. Invitation as a collaborator in Shopify
  1. Your current returns workflow documentation
  1. Any customer-facing return specific email templates.
  1. Your desired companion personality (Included in after meeting onboarding form)
Marketing Companion Customization
For the four internal AI writers—email drafts, product descriptions, social captions, and ad copy, we'll need train them on RTR's tribal knowledge and exact use cases.
What We'll Need
Email Drafts
Share 5-10 of your best email campaigns
Product Descriptions
Provide 3-5 "perfect" product descriptions
Social Captions
Include examples of your 5 most successful social posts
Ad Copy
Share ad benchmarks and successful examples
Your Business GPT API Key
This ensures you own all data and all calls are processed through your account (I can help guide you with setting this up if needed)
Phase 1 Deliverables
Phase 1 delivers 3 website companion flows and 4 AI Marketing Companion copywriters, each with two refinement rounds, plus a weekly KPI snapshot showing requests handled, estimated hours saved, and deflection rate.
To keep us on our target timeline & budget:
Any additional flows or refinements beyond these two rounds will be scoped and quoted separately.
Website Companion Flows
Returns, Quotes, and FAQs (TBD: dynamic product recommendation based on Shopify feasibility)
AI Marketing Companions
Email, product descriptions, social captions, and ad copy writers
Timeline & Next Steps
Today
  • Confirm hosting details
  • Confirm domain
  • Launch intake form
Week 1
  • Create RTR infrastructure
  • Connect to RTR Azure
  • Connect Open AI
  • Create RTR Companion brain
Week 2
  • Assess Shopify integration approach
  • Create demo returns flow
  • Create demo FAQ flow
  • Create demo quoting flow
Week 3
  • Refinement passes on website companion
  • Create demo Email Writer
  • Create demo Caption Writer
  • Create demo Product Description Writer
  • Create demo Ad Copy Writer
Weeks 4-5
  • Refinement passes on website companion as needed
  • Refinement passes on marketing companions as needed