AI Tool Evaluation and Selection Process
Use this process when your team needs to pick the right AI tool for a specific job. It walks you through what to check, ...
10 steps
Professional Services Information Technology AI Operations
Workflow template for Tallyfy
AI for Customer Support - Response Quality Procedure
Use this procedure to maintain and improve your AI-assisted customer support quality. It'll guide you through scoring, sampling, analyzing, and coaching your team based on AI-generated insights. If you're not sure where to start, follow the steps in order.
10 steps
Run this workflow in Tallyfy with people, AI, and conditions
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed | 1. Configure AI quality scoring criteria | TM Team member | |
| Status: Active | 2. Sample support tickets for review why this works | Claude AI agent | |
| Status: Waiting | 3. Run AI analysis on response quality | TM Team member | |
| Status: Conditional | 4. Review sentiment and tone scores why this works | Claude AI agent | |
| + 6 more steps below | |||
Tallyfy is the accountability layer that lets this template mix people, AI agents, and conditions in one auditable flow
Process steps
1
Configure AI quality scoring criteria
1 day from previous step
2
Sample support tickets for review
1 day from previous step
3
Run AI analysis on response quality
1 day from previous step
4
Review sentiment and tone scores
1 day from previous step
5
Check resolution accuracy
1 day from previous step
6
Identify training gaps from AI data
1 day from previous step
7
Generate agent performance reports
1 day from previous step
8
Share feedback with support team
1 day from previous step
9
Implement coaching recommendations
1 day from previous step
10
Track quality improvement over time
1 day from previous step
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Why Tallyfy is the AI control layer
Phase 1
Set up
Define the recipeLay out your steps, deadlines, and who does each: a person, AI, or a rule.
Phase 2
Run
People + AI togetherLaunch in one click. AI does the routine steps; people approve. No glue code.
Phase 3
Track and improve
Audit and learnWatch every step live, then refine - a gradual shift, never a total redo.
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