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Approve-before-send: how to trust an AI agent with customers

The fastest way to lose trust in AI is to let it loose on day one. The fastest way to gain it is to watch it work first.

Phase 1: Review everything

Turn on approve-before-send. The agent drafts every reply or post; a person approves, edits or rejects it. Each edit shows you a gap to fix in your knowledge base.

Phase 2: Auto-send the routine

Once a type of question is consistently right — opening hours, order status, pricing — let the agent send those on its own. Keep review on for everything else.

Phase 3: Set clear handoffs

Decide what always goes to a person: complaints, refunds, anything urgent or sensitive. Good handoffs include a summary so the customer doesn't repeat themselves.

Keep reading the transcripts

Even when things run smoothly, spend a little time each week on conversation history. It's the best source of what to improve — in the agent and in your own docs.

Try it yourself: every AIZOD plan includes approve-before-send. Start a free trial.

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