MAKE THE NEXT STEP CLEAR

Readiness assessment

Check the business, data and operational decisions behind a useful first agent. Take an actionable checklist back to your team.

Make the important decisions visible

Check a decision when your team has addressed it. Your selections stay in this page until you download them.

01Define the business outcomePick one customer job and a measurable completion signal, such as a confirmed booking or qualified lead.02Prepare trusted knowledgeIdentify current sources, their owners, update rules and the questions your agent should be able to answer.03Scope the allowed actionsList the tools and system changes the agent may make, with permissions and confirmation rules.04Set consent and data policiesDefine disclosure, contact permissions, recording, retention and deletion for this use case and audience.05Plan a human fallbackChoose who takes over, when to escalate, what context transfers and what happens outside business hours.06Set budget and capacity limitsAgree on usage assumptions, provider and carrier rates, concurrency and a budget owner.07Define failure and recovery behaviorPlan for unavailable tools, weak connections, provider failures and actions whose result is uncertain.08Test the difficult conversationsEvaluate interruptions, changed details, knowledge gaps, tool failures, language switches and handoffs.