AI Assistant Audit & Optimization

Service Scope

AI Assistant Audit & Optimization is a fixed-scope service for one existing assistant, one approved role, and one selected AI platform.

Review how an existing assistant handles representative requests and improve its instructions, fallback behavior, and human escalation.

Review the Existing Assistant and Samples

We review the current role, instructions, available knowledge, handoff behavior, and up to 20 supplied conversation samples. We compare the observed answers with the client’s approved expected behavior.

• 1 existing assistant
• Up to 20 conversation samples
• Current instruction and knowledge review
• Prioritized issue list

Apply the Included Instruction Improvements

We make up to ten supported instruction or standard-setting adjustments within the existing assistant’s role. The package may refine the greeting, tone, required questions, output structure, unknown-answer response, or escalation behavior.

• Up to 10 instruction or standard-setting adjustments
• Existing role and sources retained
• Fallback and escalation improvements
• 1 correction plan for larger issues

Retest and Explain the Changes

We run up to 15 representative scenarios before and after the adjustments. The handoff report records the changes, remaining issues, and separately scoped improvements where a rebuild or new integration would be required.

• Up to 15 test scenarios
• Before-and-after observations
• 1 written improvement report
• 1 review session of up to 45 minutes

Testing and Quality Review

We review the delivered configuration or materials against the approved scope and representative examples.

• Up to 15 agreed regression scenarios
• Review changes against approved expected answers
• Check fallback and escalation after adjustment

What's Included

• 1 existing assistant audit
• Up to 20 conversation samples
• Up to 15 before-and-after test scenarios
• Up to 10 instruction or standard-setting adjustments
• 1 prioritized issue and improvement report
• 1 review session of up to 45 minutes
• 1 consolidated correction round

Client Requirements

Before work begins, the client must provide the information, access, and approvals required for the selected service.

• Final approved business information, source material, and required wording
• Permission to use the supplied material and appropriate access to the selected accounts
• A named business owner for approvals and consolidated feedback
• Administrator access to the existing assistant
• Up to 20 approved conversation samples
• Expected answers, current business rules, and relevant source material
• A named assistant owner for review and approvals

Delivery and Revisions

Standard delivery is 5–7 business days after all required content, access, account capabilities, and approvals are received. External account, carrier, or vendor approval delays are outside this delivery window.

One consolidated correction round is included. Corrections cover the approved role, sources, and quantities. New use cases, changed requirements, additional integrations, or replacement source material are separately scoped.

Important Scope Boundaries

The following items are not included unless specifically stated:

• A new assistant, new channels, or a full rebuild
• Knowledge-base expansion, model fine-tuning, or new integrations
• Ongoing monitoring or guaranteed model-performance improvements
• Software subscriptions, AI model or API usage, hosting, telephony, and paid connector fees
• Additional languages, channels, sources, or work beyond the stated quantities
• Ongoing monitoring, maintenance, or content updates after the included support period

AI-generated answers, classifications, and extracted information may be incorrect. The client’s responsible team member reviews outputs and approves sensitive actions. This service does not promise error-free or fully autonomous operation.