01
What to measure (outcomes that matter)
- [01]Time-to-follow-up after calls (minutes/hours, not days)
- [02]CRM hygiene (fewer missing fields, fewer stale stages, clearer next steps)
- [03]Handoff latency (support/product escalations created quickly and correctly)
- [04]Loop closure rate (fewer “we forgot to…” moments)
- [05]Operator burden (how much work stays as judgment vs admin)
02
What to govern (so execution is trustworthy)
Approval
Which actions require human approval (high risk) vs can be auto-executed (low risk).
Policy
What can be written where, with guardrails around tone, fields, and customer risk.
Observability
A clear trail of what was suggested, what was changed, and what was executed.
Consistency
The same action should behave predictably across accounts, teams, and tools.
03
A practical evaluation checklist
- [01]Can the system read the right context across CRM, call notes, product usage, and support?
- [02]Can it propose a plan that looks like what your best operator would do?
- [03]Can your team edit the plan before execution?
- [04]Can it execute across multiple tools without brittle manual steps?
- [05]Does it leave an auditable trail (who approved what, and what changed)?
- [06]Does it adapt to your GTM stack instead of asking you to rebuild the stack?
Want us to map where your post-call work leaks?
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