Triage first
Classify intent, urgency and routing before attempting fully automated resolution.
Customer support is a strong automation candidate because the work is repetitive, measurable and knowledge-heavy, but only when approved sources and escalation rules are explicit.
Classify intent, urgency and routing before attempting fully automated resolution.
Retrieve from approved product, billing and policy sources rather than relying on model memory.
For higher-risk topics, let AI prepare an answer for human approval instead of sending autonomously.
Define what must go to a person: refunds, legal concerns, safety, account security and low-confidence answers.
Track first-contact resolution, reopen rate, escalations, corrections and customer satisfaction.
Log sources, model outputs, approvals and actions so support decisions can be reviewed later.
AI can automate repetitive parts of support, but businesses still need human ownership for exceptions, sensitive cases and policy decisions.
Use current, approved knowledge sources with access controls and clear ownership for updates.
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