Start with one workflow first
Pick the highest-value conversation your team repeats every day, such as lead qualification, pricing questions, or first-line support. Launching one workflow first makes it easier to measure quality and improve quickly.
Connect the channels customers already use
Begin with the channel that already carries the most demand. Once responses are stable, expand to the next one instead of going live everywhere at once.
- Website chat for inbound questions and lead capture
- WhatsApp for high-intent conversations and follow-up
- Inbox workflows for internal visibility and control
Load approved business knowledge
Your AI employee will perform best when it can rely on current, approved source material instead of guessing. Add the information your team already uses to answer confidently and consistently.
- Product and pricing details
- Frequently asked customer questions
- Escalation rules and exception handling
- Brand voice and offer positioning
Set handover rules before launch
Define when a conversation must move to a human, who owns the next step, and how your team will be notified. Clear handover rules protect customer experience while the AI handles routine work.
Review the first week daily
Read real conversations every day during the first week. Use that feedback loop to tighten answers, add missing knowledge, and remove friction before expanding to more channels or workflows.