AI Assistant Agency Playbook
A repeatable practice for deploying ai12z's AI Search and Digital Assistant capabilities on a client's own site — from a lightweight AI answer box to a fully agentic platform.
ai12z frames its own product as one connected AI Experience Platform, spanning three acts: get found by AI assistants like ChatGPT, Gemini, and Perplexity; carry that same intelligent experience onto the client's own site once a visitor arrives; and adapt that on-site experience to convert. Get Found in AI Search is the agency program for the first act. This program is the agency practice for the second and third — everything that happens once a visitor is actually on the client's site.
What's Here
- Facilitator Guide — the methodology: how to scope a client into the right engagement tier, deploy it, run the client-facing session, and grow the relationship over time. Chapters 1–8 read in order to run a session; chapters 9–16 are reference material.
- Client Deck Outline — a slide-by-slide outline with speaker notes for presenting this to a client, customizable per engagement tier.
The Three Engagement Tiers, at a Glance
Not every client needs the same depth of deployment on day one — see Engagement Tiers for the full capability matrix.
| Crawl | Walk | Run | |
|---|---|---|---|
| What it is | An AI answer layered onto existing search | A full conversational assistant as the primary experience | A fully agentic platform wired into business systems |
| Best for | Fast proof of value, minimal IT lift | Replacing or upgrading site search/support | Clients with clear CRM, commerce, or ticketing needs |
Related Documentation
- Facilitator Guide: Overview — Start here
- Get Found in AI Search: Agency Program — The discoverability half of the same platform story
- GEO Suite Overview — Full reference documentation for the discoverability suite