01Stage
Diagnose
Audit your ticket taxonomy, knowledge base, and CX stack. Identify the top 10–15 intents and the deflection opportunity hidden inside them. Deliverable: a scored AI readiness report and a prioritized implementation roadmap. Try the 4-minute version free.
02Stage
Select
Evaluate AI platforms against your actual use cases, not the demo. Compare deflection approaches (retrieval vs. generative), integration depth, unit economics, and roadmap fit. Make the call with your CFO in the room. I built Complivex to help teams run structured AI-driven RFPs for exactly this step.
03Stage
Implement
Design the conversations. Restructure the knowledge base. Wire up triage, routing, and escalation. Stage the rollout. Train the human team on the new workflows. This is where most programs skip steps, then pay for it later.
04Stage
Optimize
The first 60 days post-launch is where deflection actually gets earned. Weekly tuning, containment tracking, false-positive review, intent expansion. By day 90 you should see 30–50% deflection and a measurable drop in cost per contact.