Download the Checklist
What is in the Checklist?
You don’t need to automate every customer call on day one. The better starting point is a set of calls that takes time from your team, follows a clear process, and can be handed to a person when needed.
Flip’s checklist helps CX leaders compare common call types across customer impact, automation potential, integrations, launch readiness, and measurement. Score each one to identify a focused Phase 1 intent set.
Key Takeaways:
– You don’t need to automate every call at launch. Start with a focused set of customer needs.
– Prioritize calls with clear steps and accessible data, while defining when a human should take over.
– Set a baseline before launch so you can tell whether customers reach an outcome faster or with less effort.
– Use what you learn from Phase 1 to decide which calls to automate next.
Frequently asked questions
Which customer service calls should we automate first?
Look for calls that create customer friction, follow a repeatable path, and have the data and human handoff needed for a safe launch. Flip’s checklist helps you compare those factors across your team’s call types.
What’s in the Conversational AI Launch Checklist?
A short scoring exercise to help you identify strong Phase 1 candidates, spot gaps to resolve, and decide what to measure after launch
How do we know if a call type is ready for voice AI?
Check whether most callers need the same answer or workflow, whether the required data can be connected, and whether your team can test common scenarios before launch.
What happens when voice AI cannot resolve a call?
Define which exceptions, sensitive cases, and requests for a person should be handed to a human before you launch.
How do we measure whether Phase 1 worked?
Set a baseline for each call type, then track whether customers reach an outcome faster or with less effort. Use that result to decide what to automate next.
