Choose one job
Define the task the agent should help with. Keep the initial scope narrow enough to review thoroughly.
Prepare approved knowledge
Document answers, business rules and permitted sources. Assign an owner to keep them current.
Plan escalation
Decide when a person should take over, how handoff works and what context may be shared.
Test real-world variations
Review unclear requests, interruptions and unsupported questions. Confirm language, voice and telephony capabilities.