Is Your Company Ready to Implement an AI Support Agent? Use This 7-Point Readiness Checklist

Thinking about launching an AI agent for customer support? Smart move! But before you go live, make sure your business is actually ready to benefit from automation.

Here’s a practical, 7-step checklist to help you evaluate whether now is the right time for AI-powered support – and what you may need to prepare first.

1. Do You Have Repeated Support Questions?

If you’ve answered the same 10 questions more than 10 times – it’s a sign. An AI chatbot is ideal for handling routine inquiries like shipping, pricing, login help, or product usage.

Ready tip:

List your top 10 repeated questions. These become your chatbot’s first answers – automated from day one.

2. Is Your Documentation (Even Basic) in Place?

To succeed with automation, you need a minimum base of knowledge – FAQs, help articles, internal product briefs. If you can upload it, the bot can use it.

Not ready yet?
Even a Google Doc or Notion page works as a starting point. Console CX allows instant upload and learning from your current docs in multiple formats.

3. Do You Know What Tone Your Support Should Have?

Your AI agent won’t just answer – it represents your brand. Define the tone: friendly, expert, concise, casual?

Pro tip:
Review 5 past conversations with customers and highlight examples of your preferred tone. You can use your good dialogues to guide the tone of voice settings when training the bot.

4. Do You Have One Person Who Can Supervise Responses?

Bots are fast, but you still need a human to guide them – especially at the start. Someone to review answers, correct tone, and handle escalations.

Even better if:
This person already talks to customers or owns support tasks. With Console CX, they can manage everything in one place and train your AI agent with every conversation review.

5. Is Your Support Volume Growing or Expected To?

If support requests are increasing, now is the time to scale. Don’t wait until it breaks – implement your AI chatbot while things are still manageable.

6. Do You Want to Launch Support Without Hiring a Full Team?

Don’t wait for perfection. Launch your AI chatbot for one use case (e.g., billing), then expand. Let your team stay in the loop. Build trust in automation step by step.

Hybrid support isn’t a compromise – it’s the best of both worlds.

7. Are You Looking for a No-Code, Quick-Start Option?

If you need a solution you can launch today – without waiting on developers – Console CX is built for you.

No code
No complex training
Live in under 30 minutes

What Your Score Means

Yes to 6–7: You’re ready. Launch your AI agent now and start saving time.

Yes to 4–5: You’re close. Create a knowledge base and assign someone to lead your support setup.

Yes to 1–3: Start by building your support structure – then automate.

Ready to automate your customer support with Console CX?

START FOR FREE REQUEST A DEMO