Ordemio

Set up your AI agent step by step for quick wins

Getting Started with AI Support Setup & Playbook

Build a clear foundation before adding data: set goals, map touchpoints, and draw AI vs. human boundaries to avoid missteps.

Phase 1 – Foundation & Planning

Upload high-quality sources, organize docs, and set tone and escalation rules so your AI agent delivers accurate, trustworthy answers.

Phase 2 – Knowledge Preparation

Test your AI agent with real customer questions, fix knowledge gaps, and retest until accuracy reaches at least 80% before moving to rollout.

Phase 3 – Testing & Fixing

Go live by embedding your AI agent on one support channel. Monitor first chats, set strict escalation rules, and expand only after the rollout is stable.

Phase 4 – Embedding & Rollout

Expand beyond FAQs by adding integrations, actions, and workflows. Enable your AI agent to handle personalized, account-specific, and multi-step requests.

Phase 5 – Expansion to Advanced Use Cases

Keep your AI effective after launch by reviewing conversations, tracking KPIs, and updating knowledge regularly. Continuous improvements ensure long-term success.

Phase 6 – Optimization & Continuous Improvement

This section answers common questions and provides quick fixes for setup issues. Use it as a reference when something doesn’t look right.

FAQs & Troubleshooting

Dmitry

Six phases to launch, test, and optimize during your free trial

Ordemio AI Support Setup & Playbook

Find answers and get help from Intercom Support and Community Experts

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