Take this into the demo
Staff Knowledge Agent: questions to ask
The nine questions
- Does an AI do this, or does a rule? If the answer is “when X happens it sends Y”, you are buying automation, and it should not cost AI prices.
- Does it send, or does it draft? Ask for the sentence on their page that says it acts on its own.
- Does it do it on its own on this plan, or on the one above? The setting that lets it act without you is often a tier up from the entry price.
- What does it do with the hard cases? Ask what it holds back for you, and what happens to what it cannot resolve.
- What is the cap, and what happens past it? Work out the bill at the volume you actually do, not at the included allowance.
- What is the unit? Per month, per user, per location, per minute, per credit or per resolved ticket.
- Who does the setup, and is it in the price?
- What happens to the changes it made when I stop paying? Some tools make changes that stay only while you subscribe.
- Who carries the legal side? For calling and texting customers, ask who handles consent and opt-outs.
What to check for this job
- It can only answer from what is written down. If your procedures live in people’s heads, write them down first.
- Somebody still has to keep the documents current. Several vendors charge extra for tools that flag stale pages, which tells you how common the problem is.
- The agent is often a tier above the cheapest plan. Check which plan includes it.
- General work suites you may already pay for can do this job when pointed at your documents. Check those before buying a separate product.
- In reviews, billing and refunds come up more than answer quality.
Notes
The AI Agents Report · Iterategy How we did this ·
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