If your support team is stuck answering the same questions while complex issues keep stacking up, it’s hard to improve anything because you’re always in reaction mode.
This workbook by Intercom is a practical field manual to help you build a clear business case, choose the right approach, and launch an AI Agent pilot with success metrics tied to customer experience, team efficiency, and operational impact.
In this workbook, you will learn how to:
- Build an AI-first business case that goes beyond cost per ticket and reflects real outcomes and true human effort
- Pinpoint the work worth automating
- Run a focused evaluation: define success, test with real scenarios, and score performance
- Track the metrics that matter
- Roll out with a phased deployment plan, clear owners, and the right data + knowledge connections