Made for the job.
An order question and a quality review need different skills. Give each agent a focused role and the information to do it well.
Build an AI agent around the work you need done. Give it a role, choose what it can do, and decide when your team steps in.

Start with the questions your team answers every day. Give your agent the right sources and a defined role. Then review its work before opening up more possibilities.
Order follow-up
Both records stay with the draft.

An order question and a quality review need different skills. Give each agent a focused role and the information to do it well.
Choose which records it can read and which actions it can take. Keep customer messages in review while you get to know its work.
Set the moments that need a person. Your team picks up with the conversation and available records, ready to help.
Yes. Start in draft mode and review proposed replies and actions.
Permissions and policy checks run before an action. If the checks fail, the action is blocked.
Choose a common question with a reliable source and a clear handoff. Delivery questions are a useful starting point.