Choose explicit limits
Define topics that require a teammate and actions the system should not perform. Test those boundaries with realistic examples.
Offer a route to a person
Customers may have good reasons to prefer human help. Do not repeatedly route them through the same automated question.
Pass along the useful details
Include the original request, consulted sources, attempted actions, and remaining uncertainty. Label generated summaries so they can be verified.
Review actual outcomes
An empty queue does not prove a problem was solved. Look at repeat contacts and customer feedback alongside operational metrics.
Put the idea into practice.
Explore the sample inbox and see how the conversation feels.
Open the demo