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Checklist ยท Want AI working for us

Where AI pays: a checklist for non-tech businesses

Ten steps that take you from "we should be using AI" to one specific job, tested and measured. No technical knowledge needed.

  1. List the questions customers ask you most

    Check the inbox, the phone log and the front desk. Ten questions usually cover most of the volume.

  2. List the documents your staff read or retype

    Forms, invoices, orders, enquiries. Anything read by a person and typed into a system.

  3. List the messages your staff write again and again

    Quotes, confirmations, follow-ups, replies to reviews.

  4. Put each one through three tests

    Does it repeat? Do we already hold the information needed? Could a person check the answer? Keep only those that pass all three.

  5. Estimate the hours each takes in a month

    Rough is fine. You are ranking, not auditing.

  6. Choose one with many hours and little harm when wrong

    A wrong booking time is fixable. A wrong medical or legal answer is not. Start where mistakes are cheap.

  7. Decide what always goes to a person

    Complaints, exceptions, anything sensitive. Write the rule down before you build.

  8. Ask where customer information is processed and kept

    Which company, which country, and whether it is used to train anything. Get the answer in writing.

  9. Test it on past examples first

    Run it against last month's real enquiries and compare with what your staff actually replied.

  10. Measure it every month

    Hours saved, mistakes, complaints. If the number is not moving, change it or switch it off.

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From Wope, the tech team for businesses that do not have one. wope.ai