When to raise an Expert Request
You’re managing your AI program, tracking projects and initiatives, and your team is using the platform. At some point, someone identifies something that AI could transform. That’s when you raise an Expert Request.You know what you need, but not how to build it
Your sales lead knows exactly which part of the deal process needs a Claude skill, but they’re not the person who can build it. The Expert Request connects their domain knowledge to a specialist who can.
You have the skills, but not the capacity
Your team could build it, but they’re focused on other priorities. An Expert Request gets it built in days without pulling your people off their work.
The person closest to the problem isn't in IT
The best ideas come from the people who live the process — finance analysts, HR managers, operations leads. Expert Requests mean they don’t need to wait for IT availability or learn to build it themselves.
You want it done right, fast
Kowalah’s specialists have built hundreds of Claude skills and AI workflows. They know the patterns, the pitfalls, and the fastest path from idea to production.
Expert Requests are not just for technical builds. You can request strategic advice, training sessions, department audits, and adoption roadmaps — anything that helps your AI program move forward.
What you can request
Expert Requests cover eight categories. Here are some examples of what teams commonly ask for:AI Agents & Skills
Build a custom Claude skill for your team, a workflow agent that automates multi-step processes, or a multi-agent system that coordinates across tools.
Training & Enablement
Run a team training session on Claude, design a multi-week training programme, or enable your Claude Guide champions with advanced skills.
Strategy & Advisory
Book a strategic AI advisory session, run a department-level AI audit to identify opportunities, or develop a full AI adoption roadmap.
Prompt Development
Create a single high-quality prompt, build a prompt collection for a workflow, or develop a full prompt library for a department.
AI Assistants
Build a knowledge assistant trained on your documents, a department-specific assistant, or an assistant with integrations to your existing tools.
Automation & Integration
Connect AI to your existing systems via API, build a data processing pipeline, or automate a multi-step business workflow.
Web Applications
Build an internal tool, an interactive calculator, or a data dashboard that brings AI-powered insights to your team.
Optimization & Support
Review the performance of existing AI solutions, upgrade a solution with new capabilities, or set up an ongoing support arrangement.
How it works
Select from categories like Claude skills and agents, prompt engineering, web applications, AI platform setup, integrations, and more. Each package describes the type of work, typical effort, and delivery timeline.
Optionally add colleagues who should be involved. For each stakeholder, you can choose whether they receive kickoff invitations, progress updates, or final deliverables.
Request lifecycle
Expert Requests move through these statuses:| Status | What’s happening |
|---|---|
| Draft | You’re still working on the request, not yet submitted |
| Pending | Submitted and waiting for Kowalah to review |
| In review | Your Kowalah team is evaluating the request |
| Approved | Approved and queued for work |
| In progress | A specialist is actively building your solution |
| Review ready | Work is done, ready for you to review |
| Completed | Delivered and accepted |
| Cancelled | Request was cancelled |
Progress tracking
Once work begins, you can track progress on each request:- Completion percentage — how far along the work is
- Health status — on track, some risk, or concerned
- Status owner — who needs to act next (Kowalah working, waiting on you, blocked externally, or in review)
- Estimated completion date — updated as work progresses
Quota management
Your organization’s Expert Request quota depends on your Kowalah Managed Services plan. The dashboard shows your current usage and remaining requests.- Quota allocation — the number of requests included in your plan per period
- Usage — how many you’ve submitted so far
- Remaining — how many are still available
- Reset date — when your quota renews (monthly, quarterly, or annually depending on your contract)
Draft requests don’t count against your quota. The quota is only used when you submit a request.
Stakeholders
Add stakeholders to an Expert Request to keep the right people informed. Each stakeholder can be configured to receive:- Kickoff invitation — included in the initial call or briefing
- Progress updates — notified as work progresses
- Deliverables — receives the final output
Connections to other features
Expert Requests can be linked to:- Projects — associate a request with a strategic project
- Initiatives — tie a request to a specific AI use case
- Tasks — requests can have sub-tasks for tracking individual work items
Initiatives
Link requests to specific AI use cases
Tasks
Track work items within a request