The method Akontec applies to every AI engagement. If a step is skipped, the deployment usually fails in month two — which is the same failure pattern as unprepared outsourcing.
Capture, before anything is built:
| Metric | Why |
|---|---|
| Volume by channel and hour | Determines what automation is worth |
| Intent distribution from real transcripts | Determines what to automate first |
| Average handling time | The efficiency baseline |
| Cost per interaction | The commercial baseline |
| CSAT and complaint drivers | The quality baseline |
| Current staffing and shrinkage | The capacity baseline |
Everything reported afterwards is measured against these. Without a baseline, "it's working well" is an opinion.
Rank intents by volume. For each, ask: is the answer in a system? Is the decision rule stable? Does a wrong answer cause harm? Only intents that clear all three enter phase one.
Present the honest number. If only 30% of volume is automatable, say 30% — a client who is told 70% and gets 30% will not renew.
Define, in writing, before a line is configured:
A pilot without pre-agreed success criteria becomes an argument about whether it worked.
Guardrails are configured alongside flows, not bolted on. Allowed promises, restricted statements, regulated topics, escalation triggers and the confidence floor — all defined and tested. See 27_Guardrails.
An evaluation set of at least 100 real scenarios per intent family, including adversarial and edge cases: angry customers, ambiguous phrasing, out-of-scope requests, attempts to extract information the agent should not give, and multi-intent messages. The agent must pass the agreed thresholds before any real traffic reaches it.
Week 1: 100% transcript review. Week 2: sampled review plus daily tuning. Weeks 3–4: weekly tuning, expanding traffic only if the metrics hold.
Weekly during pilot, monthly thereafter, against the baseline. Report the failures as prominently as the wins — the failure categories are what drives the next improvement.
Expansion is a decision made on data against the pre-agreed criteria, not a default. If the criteria are not met, we roll back and say why. A client whose pilot we honestly rolled back will trust the next recommendation.
Knowledge refresh cycle, drift monitoring, monthly review, and re-evaluation whenever the client changes products, pricing or policy. An unmaintained agent degrades silently, which is the worst way to fail.
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