Describe the role
Explain the work, responsibilities and desired outcome.
BUILD YOUR OWN SYM
Create a Sym around the role you need.
Welcome to the dedicated Build Your Own Sym page. Here, you can discover how to create a bespoke artificial worker designed precisely around the role or workflow your business needs. This page explains the process of working with SmartFlows to define and deliver a customised Sym, starting with a clear, business-focused project brief.
The entire project brief development is managed collaboratively with SmartFlows, guided by Claira — our specialist in bespoke Sym design. She replaces traditional complicated specification forms and discovery meetings with an intelligent, natural conversation that clarifies your needs before development begins.
Set the boundaries
Define approvals, restrictions, escalation and access.
Review with SmartFlows
Turn the idea into an agreed build brief and delivery plan.
MEET CLAIRA, YOUR DESIGN SPECIALIST
Claira transforms your business needs
Claira, the bespoke Sym design specialist at SmartFlows, helps you convert your business role, workflow, or operational challenge into a structured Sym Blueprint ready for development. Rather than generic proposals, she works closely to understand precise responsibilities, tasks, and where human oversight is needed.
PRECISE ROLE UNDERSTANDING
Describe the Sym’s responsibilities
Claira helps you specify the Sym’s role in plain English, covering tasks the Sym will complete, information required, decision rights, approval requirements, and success criteria. No technical knowledge is needed, as Claira guides the conversation to develop an accurate and practical specification.
FLEXIBLE COMMUNICATION OPTIONS
Discuss your requirements naturally
You can convey your needs to Claira by typing or voice, enabling easy explanation of complicated roles or workflows in familiar language. She asks focused questions without overwhelming technical detail, making the process accessible and efficient.
LEVERAGE EXISTING INFORMATION
Use your current documents
Claira can review uploaded materials such as written briefs, process descriptions, forms, screenshots, and workflows to understand your needs better, so you don't have to start from scratch but build on what your business already knows.
ROLE CLARITY AND FLEXIBILITY
Define clear, tailored responsibilities
Claira shapes the Sym’s responsibilities around your business’s unique needs. These may include managing communications, following up leads, organising workflows, processing information, supporting customers, scheduling, escalating issues, and more — all tailored, not templated.
WORKFLOW DESIGN
Create practical working processes
Beyond features, Claira identifies how work starts, the information needed, actions to take, follow-ups, approvals, escalations, and outcomes, ensuring the Sym’s role is clear, practical, and ready for development and management.
CONTROL PANEL NEEDS
Design tailored management interfaces
Where management visibility is needed, Claira defines control panel contents like work queues, records, approvals, communication histories, reminders, performance data, exceptions, filters, reporting, and administrative controls, providing seamless oversight without micromanagement.
DATA MANAGEMENT
Define information storage requirements
Claira specifies the records and data the Sym will need to access and manage, such as customer details, enquiries, tasks, appointments, approvals, documents, notes, status changes, and audit trails to ensure consistent performance.
SYSTEMS INTEGRATION
Explore existing system connections
Claira evaluates if the Sym needs integration with current business systems like email, calendars, telephony, CRM, databases, document stores, forms, portals, third-party platforms, or SmartFlows Syms, identifying investigation needs without overpromising automatically available features.
BUILD APPROACH
Choose the right build type
Claira advises whether your requirements suit minimal configuration of existing Syms, configured proven roles, advanced Syms with workflows and controls, or fully bespoke builds spanning multiple processes, helping manage complexity and development effort efficiently.
EARLY COST ESTIMATES
Receive indicative pricing guidance
Claira can provide initial cost indications for setup, ongoing fees, optional capabilities, integrations, and communications needs. These early figures assist planning though final pricing depends on detailed SmartFlows scope review.
RISK MANAGEMENT
Highlight risks and review points
Claira identifies potential risks including sensitive data, financial or regulated decisions, compliance needs, access restrictions, system limitations, human approvals, complex workflows, and technical dependencies to ensure realistic specifications and avoid surprises during development.
DETAILED PROPOSAL
Create a structured Sym Blueprint
Claira consolidates gathered details into a comprehensive Sym Blueprint featuring role description, responsibilities, workflows, control panel, data storage, integrations, costs, risks, and next steps, creating clear mutual understanding before development.
ITERATIVE REFINEMENT
Support blueprint amendments and approval
You can review and request changes to the blueprint until it fully reflects your business needs. Claira updates the specification accordingly, enabling approval and transition to SmartFlows for final scoping and build.
THE PROCESS EXPLAINED
How the Build Your Own Sym journey works
Start by describing the role, workflow or problem. Claira then explores details via questions and supporting materials. She prepares a structured blueprint for review, allowing you to request refinements before approval and SmartFlows development.
WHY CHOOSE CLAIRA?
Faster, clearer, more accessible scoping
Traditional software scoping can be slow and technical. Claira speeds up the process, helps non-technical business users clarify requirements, uncover missing details early, define workflows, and provide early cost and complexity guidance, reducing risks and misunderstandings.
BEFORE YOU START
Think about the work, the information and the decisions.
A useful starting brief explains what the Sym should achieve, what systems or documents it will need and which decisions must stay with a person.
You do not need to specify the technology. Start with how the job works today.
READY?