# How to set up a Grok bot for a company

When Grok is the right tool — not because we only use Grok — name the job, survey it, pick Grok Business, a Cursor computer, or the xAI API, write down the facts, score it on real work, and go live only after a person accepts the handoff.

## 1. 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. 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. 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. 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. 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. 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. 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. 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.

## Questions

### How do you implement an agent system for a company?

Name the repeating job. Run a two-to-three-week Field Survey. Choose the AI tools that fit. Write down the facts. Connect only the software the job needs. Score it on live work. Teach the owner. Launch only after a person accepts the handoff.

### How long does implementation take?

Survey: two to three weeks. Single-helper setup: four to six weeks after the survey. Several helpers on one set of facts: six to nine weeks.

### What do we need before kickoff?

A named job, the tools you already pay for, and a person who will own it. If those three are missing, we will not start an install.

### When is the bot allowed to send messages to clients?

After a named person accepts the draft. Anything that leaves the company stays a draft until someone says send.

### What happens after launch?

Thirty days of fixes 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.

### Do we start with a Field Survey?

Yes, when the first job is still unnamed or the tools are unclear. The survey is $9,500 for two to three weeks and does not include a live helper. Skipping it and jumping to a bot usually means the work is redone.