Start with a bottleneck, not a technology shopping list.
A grounded assistant can retrieve approved support content, draft responses, and route complex requests to a human. Evaluate correctness, coverage, escalation quality, and customer experience before expanding scope.
Inputs: help articles and approved policies. Outputs: cited answers and support handoffs.
Capture inbound enquiries, qualify them against agreed rules, prepare CRM records, and notify the appropriate owner. Keep sensitive decisions and final commitments with your team.
Measure response time, duplicate records, qualification accuracy, and handoff completion.
Make approved documents easier to discover with permission-aware retrieval. Track stale content and unanswered questions so the knowledge base improves over time.
Use cases: onboarding, policy lookup, technical documentation, and operational procedures.
Extract fields from documents, check them against validation rules, and send exceptions for review. Avoid autonomous payment approval or financial advice.
Measure review effort, extraction accuracy, exception rates, and processing delays.
