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Start with the business problem
An agent should be planned around repeat questions, handoff gaps or workflow delays rather than novelty.
Define knowledge boundaries
Approved sources, blocked topics and escalation rules help keep the experience useful and responsible.
Plan the handoff
Customers should know how to reach a person when the agent cannot help or when a request is sensitive.
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Next Step
Talk with Rose AI about the systems, workflows or digital experience you want to improve.