The problem
An assistant reaches your site with a clear job: book a cleaning, request a repair, buy a product. Then it stalls. It cannot tell whether you serve the customer’s area, the price is buried in an image, a form field has no label, or an error appears only as a red outline with no words.
When the task fails, the assistant moves on to a competitor whose site worked. You never see the attempt in your analytics as anything more than a short visit.
Three examples
A dental practice. An assistant identifies the requested service, checks that the practice offers it and submits an appointment request. The site makes clear that this is a request, not a confirmed booking, so the customer is not misled.
An HVAC company. An assistant verifies that the customer’s address is inside the service area, sees emergency availability stated plainly, and submits a service request with the details the dispatcher needs.
An online store. An assistant evaluates price, stock, shipping cost and timing, and the return policy before an authorized purchase. Checkout still requires the customer’s confirmation.
What is included
Customer task inventory
The tasks that matter to revenue: find, compare, check eligibility, book, request, buy.
Agent task testing
Runs with selected assistants in an environment you authorize, such as staging or test accounts.
Information quality checks
Products and services described in text that software can read, with no key facts locked in images.
Accessible, semantic pages
Real headings, buttons, links and landmarks, which help assistants and people using assistive technology alike.
Labeled forms, predictable interactions
Every field labeled, no hidden steps, controls that work without precise mouse gestures.
Clear validation and errors
Errors stated in words, next to the field, without wiping what was entered.
Accurate availability, pricing, eligibility and policy
The facts an assistant must confirm before acting, kept current and consistent.
Workflow improvements
Booking, inquiry and checkout flows changed where testing shows they fail.
Structured data and feeds
Schema.org markup and product or service feeds where they match the page and support a real task.
API integration assessment
Whether an existing booking, commerce or scheduling integration would solve a task better than the page.
Regression checks
The same tasks rerun after each change so fixes stay fixed.
Task report
Every task marked completed, blocked or unsupported, with the reason and the fix.
What the report looks like
| Status | Meaning | Typical cause | What we recommend |
|---|---|---|---|
| Completed | The assistant finished the task correctly under the recorded conditions. | Clear information and a predictable flow. | Keep it covered by regression tests. |
| Blocked | The assistant could not finish because of something on the site. | Unlabeled fields, missing facts, broken validation, steps that need a precise gesture. | A specific fix, then a retest. |
| Unsupported | The task cannot or should not be completed by an assistant. | A login, payment approval or fraud check doing its job, or a task the business has not enabled. | A supported path such as a clear request form, or no change. |
This is the format of the deliverable, not a result. Each report lists the tasks, assistants, dates and test conditions behind every status.
How the work runs
- Inventory the customer tasks worth testing and agree which assistants to use.
- Authorize the test environment in writing: staging, test accounts and any limits.
- Baseline: run every task and record where each one fails.
- Fix pages, forms, data and flows in priority order.
- Regression test the full task set and report completed, blocked and unsupported tasks.
Security is not negotiable
We do not bypass logins, CAPTCHAs, fraud checks, consent steps or payment approval to raise a task success score. A purchase should still need the customer’s confirmation, and a booking request should never be presented as confirmed when it is not.
When a protection blocks an assistant, the report says so and recommends a supported path, such as a clearer request form or an integration your business controls.
Measurement and its limits
The core metric is task completion rate: tasks completed divided by task attempts in the defined set, reported per assistant and per run, with failure points listed for every blocked task.
Assistants change frequently and behave differently between runs. Results describe the test date and conditions. Logged-in flows are tested only with accounts you provide.
Fit and prerequisites
This work suits businesses where customers inquire, book or buy online, and where a missed task is a missed sale. It assumes the site is already findable. If it is not, SEO comes first.
- A staging site or test accounts we are authorized to use
- Access to change pages, forms and the booking or checkout tool
- Someone who can confirm prices, availability and policies
- A named person who approves testing and any production changes
Frequently asked questions
Related services
- Search & AI Growth, how the services fit together
- GEO and AI search, how AI answers describe and recommend you
- Agent and API readiness, when software needs to work with your systems directly
- Conversion optimization, the same flows, improved for human visitors
- Web design, accessible, semantic pages built in
Find out how AI tools describe you today
Tell us your site and the problem you are seeing. We will reply with a first view and the next step that fits.
Request a Search & AI Assessment →