Checklist: deploying your first AI agent without breaking sales ops

The checklist from the article.

Pick one job for the first agent — lead qualification, not general chat.
Write down the fixed question set the qualifier will ask, no more than four or five questions.
Define what counts as a qualified lead and where it routes.
Add booking confirmation and a single reminder before touching anything else.
Log every no-show and reschedule so you can see the real impact.
Build the FAQ decision tree before routing any support questions to the agent.
Set a visible confidence threshold for support answers, below which it escalates.
Watch the first two weeks of transcripts manually before trusting the agent unsupervised.
Expand scope only after the current step runs clean for a few weeks straight.

Free, and yours to edit — tick items off on the web or in the MyCheck app.

Save “Checklist: deploying your first AI agent without breaking sales ops” to MyCheck