Signal · Practical guide
1. Choose one task
Start with a bounded inbound inquiry or an authorized outbound follow-up. Write down what a successful conversation should achieve.
2. Set boundaries
Define the information the agent can use and the questions it should not answer. Avoid promises that depend on unavailable information.
3. Plan the handoff
Identify who receives escalations, their availability and the information they need. Confirm how the chosen setup supports that transfer.
4. Review examples
Test routine questions, unclear answers and requests for a person. Review failures alongside successful conversations before launch.