Free grader
AI support readiness grader
Check whether your sources, policies, handoff ownership, and review rhythm are ready before you let AI answer customers.
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Build the foundation first
Start by documenting sources, handoff ownership, and sensitive-topic guidance.
Readiness checklist
Recommended next steps
A person owns hard conversations when AI should stop.
Pick the handoff owner before launch so sensitive conversations never disappear.
Pricing exceptions, refunds, security, and account-specific issues have clear handoff rules.
Write explicit guidance for sensitive topics and account-specific requests.
Pricing, plan limits, and upgrade rules are written down.
Write a short pricing and plan-limit source before letting AI answer billing questions.
Refund, cancellation, privacy, and security policies are documented.
Document policy answers so the AI has a clear source and knows when to hand off.
You have a daily or weekly rhythm to review handoffs and missed topics.
Set a review cadence before launch. AI support improves from reviewed misses, not from set-and-forget automation.