Tool

Is your process ready for an agent?

Eight conditions, each with its own weight. Mark the ones already true today and the score lands in one of three bands, each with what to do next. This is not a product test: an agent inherits whatever order the process has, so whatever is missing here you pay for later.

Mark what's already true today.

I know which questions come in most often and have them written down (+2)There's a person who handles those cases well and can explain how (+2)There's a written policy for returns, complaints and exceptions (+2)The data customers ask about is in a system that can be accessed (+2)I know when a query has to go to a person (+1)Someone on the team can review conversations once a week (+1)I have a WhatsApp Business number or can open one (+1)I know how many conversations I get per month (+1)

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Start by sorting out the process

An agent will inherit the confusion that a person with judgment resolves today. Writing down the ten most frequent questions and who handles them is already progress.

This object is the interactive half of an article: AI agent for WhatsApp Business: what it needs to be able to do and how it connects

Is your process ready for an agent?

Start by sorting out the process

The playbook already exists. We multiply it.