Turning a reactive support tool proactive with AI
A quick pilot with 150 agents, built to test two things at once: the AI's performance, and how naturally agents adapted to it.
Role:
UX / Discovery
Year:
2024/25

The decision stays theirs
Agents rejected AI acting on its own. The system prepares. The human decides, always.
Pilot before rollout
We designed for 150 agents first, watched how they used it, and fixed the AI before it reached the full floor.
Narrow before wide
Billing came first because the data was clean and it was the most raised issue. A good idea on bad data teaches you nothing.

Saves Time: Eliminates the need for customers to repeat their issues, allowing agents to jump straight into resolving the problem.
Drives Revenue: Mentally prepares agents to pitch highly relevant offers naturally, without disrupting the support experience.

The agent chooses to act on it or not, it never triggers on its own.
Queues actions like sending a document or pulling up an invoice.
What we heard
Agents weren't against AI. They wanted output they could trust without checking it, on a live call, there's no time to verify.
What that revealed
AI quality isn't just a model problem. It's a data problem, clean backend data is what makes an answer confident instead of just plausible.
What we decided
Agent Briefing held up best and was easiest to isolate. That's what gets built out fully first, backend included, before the wider rollout.
Watching beats asking
Agents couldn't have told me directly that split attention was the core problem. I only saw it by sitting with them and mapping the journey myself. When something feels off in a workflow, go watch it happen before you ask anyone to describe it.

