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Artificial Intelligence · Playbook

Conversational AI & support agents

Chat and SMS assistants that stay structured, grounded, and useful for intake, support, and internal ops.

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Website chat and channel-driven flows

Define the questions the assistant should handle and the channels it should support. Keep the first release focused on a clear intake or support task with an understandable next step.

Conversation state and escalation paths

Carry relevant context through the conversation and into a human handoff. Specify when the assistant should ask for clarification, stop, or route the request to an operator.

Actions that trigger real backend workflows

Connect approved actions to the existing application layer. Validate inputs and permissions before creating a record or changing a workflow, and return a clear result to the user.

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