Take this into the demo

Staff Knowledge Agent: questions to ask

From The AI Agents Report by Iterategy · iterategy.com/research/ai-agents/jobs/staff-knowledge-agent/

The nine questions

  1. 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.
  2. Does it send, or does it draft? Ask for the sentence on their page that says it acts on its own.
  3. 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.
  4. What does it do with the hard cases? Ask what it holds back for you, and what happens to what it cannot resolve.
  5. What is the cap, and what happens past it? Work out the bill at the volume you actually do, not at the included allowance.
  6. What is the unit? Per month, per user, per location, per minute, per credit or per resolved ticket.
  7. Who does the setup, and is it in the price?
  8. What happens to the changes it made when I stop paying? Some tools make changes that stay only while you subscribe.
  9. 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 · Download the data · Report a correction · What changed