Useful AI begins with the work people already do. Define the decision, the human owner and the evidence needed to judge whether a change is worthwhile.
Where it can help
Use a draft to summarise a conversation or prepare a response, while keeping the customer history and tone visible to the relationship owner.
What a person must decide
Check facts, promises, timing and the effect on the customer before anything is sent.
What to measure
Review accepted drafts, correction rates, response quality and customer feedback.
Questions for your team
What is the current baseline? Which information and permissions does the task require? Who reviews the result and owns exceptions? What would show that the change works in everyday conditions?