Onboarding with AtlasRTX takes weeks, not months

While some projects may fall outside of the typical timeframes below, all implementations follow the same proven four-stage process.

Ready. Set. Go. Repeat.

Our delivery process helps you understand your pain points, design your custom real-time experiences, deploy and launch your solution, train your users and evaluate KPIs in order to optimize your RTX programs.


We begin every project by making sure that all parties fully understand the current business challenge we are trying to solve, quantifying success and outlining the real-time experience program to be deployed.



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



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



We never stop evaluating, optimizing and enhancing our digital assistants. Our client delight team will set up your first XBR where together we will review performance metrics and KPIs, suggest and test optimization tactics and analyze conversations for BotIQ training.​




  • Review the existing customer journey​
  • Understand what is currently happening – the status quo.​
  • Confirm the pain points we are trying to alleviate.​
  • Understand how significant the problem is to the organization.


  • Understand client’s existing tools and processes​
  • Confirm understanding of what they purchased and how AtlasRTX product(s) will help ​
  • Understand how teams will use AtlasRTX? ​
  • Map implementation timeline and understand critical dates​


  • What we consider a win? ​
  • Define KPI targets relative to current metrics.​
  • Discuss when we will see initial results​
  • Establish clear roles & responsibilities for all stakeholders ​


  • Specify what elements of the customer journey are required ​
  • Produce initial conversational experience flows​
  • Identify required customizations and integrations​
  • Create conversational responses​


  • Provision AtlasRTX account ​
  • Begin work on application/data integrations​
  • Determine user permissions required in accessing data/information, engagements, and notifications​
  • Configure CRM integrations​
  • Configure AtlasRTX testing environment​


  • Develop relevant snippets to support validation testing ​
  • Apply brand theming and tone to programs​
  • Determine initial testing teams​



Validate & Stage

  • Demo test product environment to internal testing team​
  • Start working on client live readiness​
  • Prepare required documentation for internal users​
  • Set training dates and groups​

Team Training

  • Execute broader internal user group demo and training​
  • Confirm the initial go-live rollout​
  • Complete any necessary internal client communication​
  • Ensure client has enabled mechanisms for sharing required data for monitoring roll-out success. ​

Soft Launch

  • Final checklist of process completion and adherence​
  • Execute launch with full stakeholder notification​
  • Immediate monitoring of conversations with frequent client touchpoints ​
  • Initial KPI success shared​


  • Conversation Analysis​
  • Traffic Analysis​
  • Engagement Analysis​


  • Flow​
  • Content/Copy​
  • CTA​

BotIQ / BotEQ Training

  • New topic training​
  • Higher confidence level​
  • Increased IQ​


Our technology is sophisticated and complex. Deploying it is not.

If you are deploying our web digital assistant, we will provide you with a JavaScript snippet used to enable the chatbot. Simply place this snippet on each page where you would like the chatbot to appear.  Our digital assistants are context aware, meaning the bot will greet a visitor differently depending on which page they are on and what meta tags have been deployed on that page.

Integration with your existing tech stack

Our platform works with your existing software to provide a full transcript of the conversation and/or contact information. We proudly support integrations with today’s top systems, plus our generic CRM adapter allows clients with a custom or otherwise not-yet-supported CRM to create their own custom integration. And, with sFTP integration, data is synced between AtlasRTX and your systems on a preset timed schedule.

CRM Integrations

Ecosystem Integrations

Experiential Integrations

Call Center Integrations

Enterprise grade platform

Our cloud based SaaS platform is enterprise grade and subject to industry best practice and rigor.

Uptime and availability

Our chatbots offer 99% uptime and multiple redundancy systems ensure your bot is always available for your customers

Cyber Security

Data security is of critical importance; therefore we take necessary precautions to ensure your customer's data is protected.

ADA Compliance

Our team makes sure your chatbot complies with all ADA regulations, from font size to color contrast.


Your customers demand privacy when they conduct business online, and we take that very seriously.

Deferred Loading

We keep our systems, and your website, optimized by loading code only when necessary

For detailed documentation in any of these areas please feel free to contact us.

Start Elevating the Customer Journey Now with AtlasRTX Intelligent Digital Assistants