u/ShotOil1398

Before we go live with any AI support setup, I run through the same checklist. Here's what's on it.

not a formal list or anything, just stuff I actually run through now because I've seen what happens when you don't

test it as your worst customer not your best one vague question, typo in it, missing half the context. if it handles that you're probably fine. most people only test the clean version and then wonder why it breaks on real customers

ask it something that's not in the docs not to be mean to the AI, just to see what it does when it doesn't know. does it say it doesn't know or does it just... make something up confidently. very different outcomes

go through every case you've had to escalate manually before if a human has had to step in for it, the AI will hit it eventually. better to find out in testing than from a pissed off customer

make the "talk to a human" option obvious not in a footer somewhere. actually there. especially for anything touching money or cancellations

read the first 20 answers out loud sounds dumb but you catch things this way that you miss reading. if anything sounds slightly off it needs fixing before customers hear it

most of the issues I end up seeing in tickets could've been caught in like 30 mins of this before launch. anyway hope it helps someone

reddit.com
u/ShotOil1398 — 4 days ago

before we go live with any AI support setup, I run through the same checklist. Here's what's on it.

not a formal list or anything, just stuff I actually run through now because I've seen what happens when you don't

test it as your worst customer not your best one vague question, typo in it, missing half the context. if it handles that you're probably fine. most people only test the clean version and then wonder why it breaks on real customers

ask it something that's not in the docs not to be mean to the AI, just to see what it does when it doesn't know. does it say it doesn't know or does it just... make something up confidently. very different outcomes

go through every case you've had to escalate manually before if a human has had to step in for it, the AI will hit it eventually. better to find out in testing than from a pissed off customer

make the "talk to a human" option obvious not in a footer somewhere. actually there. especially for anything touching money or cancellations

read the first 20 answers out loud sounds dumb but you catch things this way that you miss reading. if anything sounds slightly off it needs fixing before customers hear it

most of the issues I end up seeing in tickets could've been caught in like 30 mins of this before launch. anyway hope it helps someone

reddit.com
u/ShotOil1398 — 4 days ago

Used Claude to prep for a customer call and it made me feel a bit stupid

Had a tricky escalation coming up. Customer had a complicated situation, I wanted to be prepared.

Started explaining the context to Claude to get some help thinking it through.

It kept asking me things I didn't have answers to. What's the policy for this specific case? What's the exception? What would a good outcome actually look like here?

I realised I'd been handling similar cases for months mostly on instinct. I knew the vibe of what to do but I couldn't actually articulate the rule.

Ended up being a useful exercise - not because Claude solved anything, but because having to explain something clearly to something that knows nothing forces you to actually know it yourself.

Works for support prep, works for writing FAQs, works for anything where you think you know more than you've actually written down.

reddit.com
u/ShotOil1398 — 8 days ago