Buyer’s guide

Find your
kind of AI.

A good demo should leave you with a clear decision. Bring a few familiar cases and use these questions to find out what fits.

Try the work
you know best.

Choose a conversation your team has handled. You’ll know what a helpful reply looks like, where the answer lives, and when a person should step in.

Pick a reply with an order status or customer detail. Ask to see the record behind it. Check that facts and inferences are easy to tell apart.

Try a case without a delivery date or a clear answer. Look for an honest gap and a useful next step.

Ask when a draft becomes a sent message. See who can approve it, which checks run, and how the result is recorded.

Try a request outside the AI agent’s role. Check that the handoff includes the conversation, available records, and what still needs an answer.

Bring a conversation your team has graded. Compare the scores and see whether the coaching points to a specific improvement.

Agree on a first workflow, the access it needs, and who owns it. Leave knowing what’s available and what setup involves.

Should I bring a customer conversation?

Use an authorized example and agree how it will be handled before sharing it. A representative fictional case can work too.

What should we leave with?

A clear understanding of the workflow, its sources, approval rules, and the next step for your team.