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We build it.
You use it.
Our team handles everything from data layer setup to agent configuration and workflow optimisation so your team gets the results without the implementation project.
From $1,500/month, added to any Deskless plan.
Everything it takes to get Deskless running on your workflows.
Data Layer Setup
We connect your data sources to IVP, model your operational data, and set up the governance rules that determine who sees what. Most businesses are connected in 48 hours.
Includes
Connector setup, SQL data modelling, data quality validation, role-based access configuration, and a handover session.
Agent Configuration
We build your first agents configuring the workflow logic, prompt engineering, output formatting, and scheduling. We run the agents against your real data until the output quality meets a standard you agree on.
Includes
Workflow design session, agent build and testing, output format configuration, first live run with your data, iteration until it's right.
Workflow Optimisation
As you use Deskless, your workflows evolve. New data sources come online. Business logic changes. Output formats need adjusting. The Professional Services team makes these changes for you.
Includes
Monthly review of all live agents, output quality monitoring, workflow updates as requirements change, new agent builds as you expand.
Ongoing Support
A dedicated Deskless contact who knows your data, your workflows, and your business. Not a ticket queue. A person.
Includes
Direct Slack channel, response within 4 business hours, monthly account review call, priority access to new features.
Live in weeks, not months.
Discovery and setup
We understand your data sources, workflows, and output requirements. IVP is connected to your systems. We agree on the first agents to build and the success criteria for each.
Build and test
We build your agents and run them against your real data. You review the outputs. We iterate until the quality meets your standard. Most clients see production-ready outputs by end of week two.
Live and improving
Your agents run on their schedule. We monitor output quality, make adjustments as your requirements evolve, and build new agents as you identify more workflows to automate.
Our Services team is right for you if:
- ✓Your workflows involve complex business logic that a generic template won't handle out of the box
- ✓Your team doesn't have the technical resource to configure data connections and SQL models themselves
- ✓You want to be live and seeing results in days, not spending weeks on setup
- ✓You want a guarantee that the output quality is right before you rely on it
When you might not need it
If your workflows are relatively standard deal research, pipeline hygiene, MRR reporting and your team is comfortable with self-serve configuration, the Deskless product alone may be sufficient. We'll always tell you honestly.
Not sure if you need Services? Book a free 20-minute call we'll tell you exactly what you need (and what you don't).
What we don't do.
We don't charge setup fees on top of the monthly price
We don't lock you into annual contracts for Professional Services
We don't hand over a finished system and disappear the monthly engagement means we stay involved
We don't require your team to have technical skills to work with us
Real Result
Churn risks surfaced and actioned before a single account was lost.
A growing Fintech business knew churn was coming, but they just didn't know which accounts, why, or soon enough to do anything about it. Their relationship managers were stretched across hundreds of accounts with no systematic way to spot early warning signs before it was too late.
Professional Services connected their CRM, product usage, and billing data to Deskless, then built a churn-risk agent that runs every week. Each Monday morning, every relationship manager receives a tailored report covering exactly which of their accounts are flagged, the specific signals driving the risk, and a clear set of action points to recover the relationship before it's gone.
Tell us your workflow. We'll tell you what's possible.
Book a 30-minute consultation. We'll review your current workflows, your data sources, and your team setup and tell you exactly what Deskless Professional Services would build for you and how long it would take.
No commitment required. Honest assessment of fit before we propose anything.