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 | Claude AI agent | |
| Status: Waiting | 3. Run AI analysis on response quality | TM Team member | |
| Status: Conditional | 4. Review sentiment and tone scores | 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
Related templates
AI-Assisted Document Review Workflow
This workflow helps your team review documents more accurately and faster by combining AI analysis with expert human jud...
10 steps
Professional Services AI Operations
AI Output Quality Review and Approval
Use this procedure to review and approve AI-generated output before it goes live. You'll check accuracy, tone, bias, pri...
9 steps
Professional Services AI Compliance
Workplace Health and Safety Inspection Procedure
Use this procedure to carry out your workplace health and safety inspections in a consistent, thorough way. It's designe...
10 steps
Professional Services Manufacturing Compliance Operations
Why Tallyfy is the AI control layer
Phase 1
Set up
Define the recipe 1
Define process steps
You can't automate without a recipe.
2
Set deadlines and conditions
AI needs structure.
3
Assign each step
Person, AI, or rule. The right doer.
Phase 2
Run
People + AI working together 4
Launch
One click. No glue code.
5
AI handles routine tasks
Fewer mistakes and hallucinations.
6
People approve
Accountability. You can't blame AI.
Phase 3
Track and improve
Audit and learn 7
Track real-time status
AI sessions are a nightmare to track alone.
8
Audit and improve
Gradual shift, never total re-do.
Ready to use this template?
Sign up free and start running this process in minutes.