Choose a focused first use case
An appointment request or a simple enquiry is a useful place to start. Define the information you need to capture and what should happen after the conversation. Avoid combining every sales and support task into your first agent.
Build an approved knowledge base
Collect current FAQs, business hours, service details and contact routes. Give each source an owner so prices and policies can be kept current. If an answer is missing, the agent should offer a human follow-up.
Test before rollout
Try common questions, interruptions, unclear answers and requests to speak to someone. Review the experience with your team and begin with a limited pilot before increasing volume.
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