Choose one pressure point
Compare missed calls, incomplete quote requests, repetitive status questions and follow-up gaps.
Write the stop rules
Urgency, hazards, regulated advice, price exceptions and attendance commitments move to a person.
Use approved service knowledge
Service areas, hours, exclusions and standard preparation guidance need named owners and current versions.
Test around real exceptions
Use fictional or safely de-identified scenarios before customers depend on the workflow.
Technical evaluator notes
Evaluation should confirm architecture, data handling, knowledge ownership, permissions, human authority, QA/UAT criteria, integration boundaries, monitoring, audit evidence, release gates and rollback for the specific workflow. The guide does not claim that external systems are connected.