Playbook 07
Launch a supervised customer-service AI agent for approved topics and clean handoff.
4 stepsSupport and customer-experience teams30-day pilot
- 01
Step 1
Select low-risk support intents with strong help content.
- 02
Step 2
Define fallback, escalation, and blocked-topic rules.
- 03
Step 3
Measure resolution, CSAT, and handoff quality.
- 04
Step 4
Review conversation samples before increasing coverage.
Outcome
- 01Does the workflow repeat often enough?
- 02Can a person review the output quickly?
- 03Is the data safe for a third-party tool?
- 04Can you measure success within 30 days?
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