Self‑service
Discovery
Identify priority use cases, target audiences, channels, and success metrics, while defining conversation
goals and expected outcomes.
Assessment
Review knowledge sources, data quality, integration requirements, security constraints, and compliance needs to ensure feasibility and readiness.
Design
Create conversation flows, intents, escalation rules,
tone of voice, and AI capabilities such as search, summarization, and document understanding.
Building and testing
Develop and integrate the assistant, configure analytics and monitoring, and test accuracy, edge cases, handover scenarios, and performance.
Launch and improvement
Roll out to users with controlled release, track usage and resolution rates, and continuously refine content, models, and workflows based on insights.