Home / How to Choose the Right AI Automation Platform?

How to Choose the Right
AI Automation Platform?

How to Choose the Right AI Automation Platform?

Sure, today you can create a wow-jaw-dropping talking agent demo in dozens of AI voice systems in just a few minutes. You can build a decent MVP on many platforms within a few days.

But to get this agent to flawlessly handle real-world bookings and cancellations with a 97% success rate… mm… Saying it’s a tough challenge doesn’t even begin to cover it.
What can we compare this to? Can you throw a basketball into a hoop? Many would say yes. Now imagine you need to reliably sink the ball 97 times out of 100 attempts. That’s a whole different game.

Why is it so complex? Because you’re dealing with the inherent unpredictability of LLMs, different pronunciations of treatment names, background chatter, the presence or absence of open time slots when booking, calculating relative dates between working and non-working hours, and then there are all those quirky rules like, “You can’t schedule an appointment within 60 minutes of the end of the workday for new patients, but you can for existing ones, except for this particular type of treatment you actually can, though not in these locations…” Plus, “Outside of working hours, we need to gather info and send it to this email address. In emergencies, we must immediately transfer the call; if no one picks up, send an SMS.” Whew.

Choosing the right AI automation system—one that has already been through the fire and brimstone of real-world business challenges—lets you cut development time from months down to hours.

General-Purpose Agentic Platforms vs. AI Employee Builders

If you’ve decided to create an AI Agent to perform the job that some Rachel (who recently quit) used to do, you have a few routes:

  • Use a general-purpose agentic platform

4-8 months to reach production-ready state (1 month to prototype, and many long months to perfect all those edge cases and communication channels)

  • Use platforms with built-in phone communication capabilities

6-12 weeks to production-ready (a few days to a prototype, then many weeks refining all marginal cases and communication channels)

  • Use specialized AI employee builders like Newo.ai

2-8 hours to production-ready (3 minutes to a prototype, then just a few hours to polish all the edge cases)

Then modify and enhance it without any limitations using the Newo Builder.

Then modify and enhance it without any limitations using the Newo Builder.

Before You Start Building Check This…

Check Which Communication Channels
Are Supported Out-of-the-Box:

  • Phone
  • SMS
  • Live ChatC
  • Сalendars
  • Emails
  • Instagram
  • WhatsApp
  • Slack
  • Microsoft Teams
A module that can create an initial setup in just a few minutes based on your client’s URL or other publicly available info.

Having a Creator can slash your deployment time from months/weeks down to hours.

Check If the Platform Can “Talk to the Browser”

To join the elite class of agents known as AI Employees, your agent system must be able to simulate mouse and keyboard actions in the browser. Otherwise, you’ll quickly have to tell your client, “No, my agent can’t do that,” and as a result, your agent will be “fired”—because Rachel (the human employee who left) could do this.

Check If the Platform Has Advanced Debugging for Parallel Computations, Events, and Workflows

In the first weeks, your client will bombard you with questions: Why did the agent respond this way and not that way? Why didn’t it say something here, or why did it say we’re closed there?

You’ll need a powerful debugging system that lets you understand exactly what happened in those parallel computations and the dozens of LLM calls that led up to a single simple phrase.

Check If the Platform Supports Parallel Computations and Event-Driven Reactions in a Multi-Agent System

Many engineers who haven’t encountered the complexities of real business cases believe they can build an agent to replace a linear employee’s work in a month. We used to think so too.

In reality, to achieve a 97%+ reliability rate, the platform must run dozens of parallel chains of thought to accomplish what seems trivial to a human. Choose a platform that supports multiple parallel computations triggered by various events, with the ability to interrupt computations and LLM calls that are no longer needed.

Of course, it’ll save you person-weeks or even months of development if the main integrations are already supported by your platform.

Then modify and enhance it without any limitations using the Newo Builder.

Then modify and enhance it without any limitations using the Newo Builder.

Which CRM Integrations Are Supported Out-of-the-Box?

  • HubSpot CRM
  • Zoho CRM
  • Pipedrive
  • Freshsales (Freshworks)
  • Insightly
  • Salesforce
  • Microsoft Dynamics 365
  • Oracle CRM
  • Shopify CRM

Which POS Integrations
Are Supported Out-of-the-Box?

  • Toast
  • Square for Restaurants
  • Revel Systems
  • Lightspeed Restaurant
  • Clover POS
  • Square POS
  • Shopify POS
  • Vend by Lightspeed
  • Lightspeed Retail
  • Lightspeed
  • MICROS by Oracle
  • Square Appointments
  • Aloha POS by NCR

Check Which Table Booking Systems Are Supported Out-of-the-Box:

  • OpenTable
  • Resy
  • Tock
  • SevenRooms
  • Yelp

Check Which Field Service Management & Practice Management System Integrations Are Supported Out-of-the-Box:

  • ServiceTitan
  • Housecall Pro
  • Jobber
  • FieldEdge
  • WorkWave
  • mHelpDesk
  • Weave
  • PowerDiary
  • EzyVet
  • ServiceTitan
  • Housecall Pro
  • Jobber
  • FieldEdge
  • WorkWave
  • mHelpDesk
  • DentiMax
  • ACE Dental
  • tab32
  • ServiceM8
  • FieldPulse
  • RazorSync
  • Service Fusion
  • simPRO
  • Swept
  • Denticon
  • CareStack
  • ZenMaid
  • Workiz
  • Athenahealth
  • Practice Fusion
  • Dentrix
  • Eaglesoft
  • iDentalSoft
  • Mogo Cloud
  • Open Dental
  • Curve Dental
  • Dental Intelligence
  • Elation Health
  • Weave
  • PowerDiary
  • Easy Dental
  • Practice-Web

Create Your AI Agent

3 minutes to create your AI Agent. FREE.