How to set up a Grok bot.

1. 01

   Name the job

   Write the repeating work in one sentence. Name the person who can reject a sloppy draft. If you cannot name the job, do not buy extra seats or start a setup.

2. 02

   Run a Field Survey

   Spend two to three weeks looking at the job, the tools you already pay for, and the facts a helper would need. Helixfield prices this at $9,500. It does not include a live helper.

3. 03

   Pick Grok only if it fits

   Choose Grok Business seats, a Cursor computer, the xAI API, or a mix from the job — not from a demo. If OpenAI, Claude, or Gemini is the better fit, that is the setup. Many companies end up mixed.

4. 04

   Write down the facts

   List the facts, rules, systems, people, and open questions the helper must follow. Mark each one proposed, accepted, or ask. Chat history is not memory.

5. 05

   Connect only the tools the job needs

   Hook up the software the work already lives in. Write permissions down. A helper that can click every app is a liability.

6. 06

   Score it on real work

   Test the helper on live jobs, not a scripted demo. Missing facts become questions. Invented numbers fail the test.

7. 07

   Teach the owner

   The owner learns four simple steps: gather facts, do the job, write down what changed, save it. They must be able to reject a bad fact and refuse an outbound draft.

8. 08

   Accept the handoff

   A named person accepts the setup before it touches clients. Anything that leaves the company stays a draft until someone says send. Thirty days of fixes follow launch.

After launch, thirty days of correction are included. Most companies then move to a Circuit retainer at $6,800 per month (three-month minimum) so the facts do not go stale. You still pay your own AI seats.