Our Project Scoping Document (PSD) captures everything — objectives, user journeys, integrations, data sources, and acceptance criteria — so your AI system is built right the first time.
Most AI projects fail because requirements are vague. "We need a chatbot" is not a spec. The PSD forces clarity — what the system should do, who it serves, what it connects to, and how success is measured. It becomes the single source of truth for design, development, and deployment.
Everyone — client, strategist, engineer — works from the same document. No surprises.
Quotes and timelines are based on actual requirements, not assumptions.
Acceptance criteria are defined upfront. Delivery is measured against the PSD.
Client context, problem statement, and expected business outcome.
Measurable goals with success criteria and target metrics.
Modules, capabilities, and channels the AI system will cover.
Step-by-step flows for each user type, with diagram upload support.
Systems to connect — CRM, ERP, helpdesk, databases, APIs.
RAG sources, knowledge bases, and data pipelines the agent needs.
LLM, automation platform, AI framework, vector DB, and channels.
Dependencies, constraints, and prerequisites that affect delivery.
Explicit boundaries to prevent scope creep and misaligned expectations.
What "done" looks like — testable conditions for sign-off.
Full summary, export to Excel, and auto-email to the delivery team.
Fill in the basics below and we'll redirect you to the full PSDCapture wizard where you can complete all 11 steps, upload diagrams, and export your final scoping document.
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