When it makes sense
It can help when you receive repeated questions about products, services or availability and need a consistent first response. It can also support information collection and the next sales step. Before building, we review message volume, information sources and your current support process.
How we approach it
Questions and context
We define what information the agent can use and what it needs to ask, without unnecessary repetition.
Catalog and follow-up
Where required, we connect product sources, sales records or scheduling according to available access.
Clear options to continue
The workflow considers insufficient information, out-of-scope questions and the option to request human support.
What to define before implementation
The agent should not invent products, prices or business terms. Access, allowed messages, necessary data and team responsibilities are defined for each implementation. Offering human support does not itself prove a completed handoff; that process must be agreed and tested.
An agent that checks the catalog and offers human support. →