From contract to value, fast.
We start with a small team, get the setup right together, and scale once everyone sees the value.
Phase 1
Co-Design Foundation
Begins immediately upon contract signature.
Select your launch team
Pick a team with active pipeline who are open to trying something new. What they learn sets the playbook for the rest of the org.
Co-design the setup together
This isn't a trial. We sit down together and figure out the right agent setup, content, and workflows for how your team actually sells.
Connect your internal content
Potty connects to your existing materials: battle cards, messaging guides, ICP definitions, objection handling docs. The more you feed it, the better the outputs get.
Iterate on output quality
Your team tells Potty what's off. "Not relevant to our market." "Need more on the competitive angle." That feedback, plus HG's tuning on the backend, gets the outputs where they need to be.
Add Potty to your team's workspace
Install Potty, your AI co-worker, in Slack or Microsoft Teams. Ask a question, get a research brief, or generate an email sequence without leaving the conversation. Potty is connected to the agents we configure together and calls them on demand.
Your role
- An executive sponsor who backs the rollout
- A team lead to coordinate the launch team
- Share your market context: who you sell to, how you position, what you're up against
- Add Potty to your Slack or Teams workspace (a simple app install)
- Give feedback directly to Potty, right in the conversation. Tell it what's working and what isn't
HG's role
- A customer success manager assigned to your account
- Forward deployed engineer who builds and refines your agents and figures out the best way to deliver them
- Connect Potty to your internal enablement content
- Weekly check-ins during foundation phase
- Direct access to support team via email and Slack from day one
Success criteria: Launch team members are using Potty unprompted and sharing outputs with teammates. Their feedback shapes how we roll out to the rest of the org.
Phase 2
Expand
Starts when your launch team is ready, not on a calendar.
Roll out the proven configuration
The agent setup refined during Phase 1 becomes the blueprint. New teams get a configuration already validated by real users in your organization.
Activate internal champions
Your launch team becomes the go-to resource for new teams. They've used it, they know what works, and they can show others how to get the most out of it.
Enable additional agents
Potty learns from how your teams interact with it. The questions and feedback it gets help identify which new agents to build next.
Expand Potty across teams
New teams get Potty in their channels. Same co-worker, same interface, just more people with access. Potty already knows your context and what works.
Your role
- Designate new teams for rollout
- Internal champions support peer onboarding
- Update enablement content as your messaging evolves
HG's role
- 30-minute walkthrough per new team
- We track adoption and reach out if a team isn't getting traction
- Forward deployed engineer continues iterating on agents and delivery architecture
- Agent expansion based on needs Potty surfaces
Success criteria: Multiple teams using Potty as part of their regular workflow, with consistent output quality across all groups.
Phase 3
Full Deployment & Ongoing Success
Everyone on board. We keep improving from here.
Complete the rollout
By now the playbook is proven and champions exist across the org. Bringing on the remaining teams is straightforward.
Expand beyond sales
Customer Success, Marketing, and RevOps teams use the same data through agents and workflows built for how they work.
Evolve as your strategy evolves
When your strategy shifts, we update the agents and content to match. The outputs are only as good as the context behind them, so we keep it current.
Go deeper: CRM, enterprise AI, and custom integrations
Surface Phoenix outputs directly in Salesforce, Dynamics, or enterprise AI platforms like ServiceNow and AWS QuickSuite. Connect your first-party data via direct MCP integration.
Your role
- Maintain and update enablement content as your market evolves
- Share feedback on what's working and what isn't
- Think about which other teams could benefit
HG's role
- Quarterly business reviews covering adoption and ROI
- We look at how teams are using Phoenix and suggest improvements
- What you tell us directly influences what we build next
- Ongoing agent tuning and new agent development
- Continued direct access to support team with the same channels and responsiveness as day one
Success criteria: Phoenix is part of the deal workflow across the organization, not a separate tool people have to remember to use.
Your team at HG Insights
Three people you'll work with from day one, all the way through.
Customer Success Manager
Your main point of contact. Coordinates the rollout, runs quarterly reviews, and makes sure you're actually getting value out of this.
Forward Deployed Engineer
The person who builds and tunes your agents, connects your content, and figures out the best way to deliver everything. They work directly with your team's feedback.
Support Team
Direct access via email and Slack from day one. Same responsiveness whether you're in week one or year two.
Easy to pick up
Users talk to Potty the same way they'd ask a colleague. There's not much to learn.
Live team walkthroughs
A 30-minute session per team. How to ask Potty a question, call an agent, and interpret the output. That's usually all it takes.
Train-the-trainer
Your internal champions get deeper enablement so they can onboard new team members independently as you scale.
Natural language interface
If you can describe what you need, Potty can help. Just type what you want in plain English.
Common Questions
Do we need IT involvement?
Minimal. Potty installs as a standard Slack or Teams app. Phoenix connects via API key over HTTPS. No VPN or firewall changes, nothing on-premises. IT may want to review our AI Governance and Security Guardrails documentation.
What about security?
Defense-in-depth: input sanitization, prompt boundary enforcement, sensitive data redaction, and output guardrails. See our Security Guardrails page for the full technical breakdown.
How long does the full rollout take?
It depends on your organization. Some move fast, others take it slower. Phase 1 begins as soon as you sign the contract.
What if our GTM strategy changes mid-rollout?
That's expected. We update agent configurations and content as your priorities change. Your CSM keeps everything in sync.