Choose one bounded job.
Start with lead qualification, support intake, routing, a known information request or another workflow with a clear outcome.
Use automation to understand and prepare the next action, with a visible path to a person whenever the situation needs judgment.

Start with lead qualification, support intake, routing, a known information request or another workflow with a clear outcome.
Use maintained business information and define what the AI should not answer without a person.
Ask for the details needed to route or act. Write answers back to the contact or lead record.
Transfer the conversation, extracted context, previous answers and next action to the right teammate.
Create a workspace to follow the guide with your own channels, customer data and team roles.