Define what the assistant can answer
Use approved service information and clear rules. Keep sensitive advice, pricing exceptions and consequential decisions with an authorised person.
Connect the operational workflow
Agree which CRM fields matter, who owns each lead and when a person takes over. Automation without ownership simply moves the gap.
Protect customer information
Collect only necessary data, limit access and review what is shared with each service provider. Explain data use before collecting it.
Review the conversations
Audit answer quality, escalation patterns and lead progression. Improve the knowledge base before adding more automation.
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