Use Case: Onboarding Customers Without Drowning Support

Customer onboarding stalls when answers live in ten tools and only veterans know the map. Agents can compress that learning curve if they stay grounded and escalate cleanly.

Tier zero: documented answers first

Index only approved articles. If the KB is wrong, automation amplifies the error.

Tier one: suggested replies with citations

Agents draft from sources; humans approve before send. Citations make QA possible.

Tier two: escalation with bundles

When sentiment or risk spikes, package context for specialists instead of warm transfers with empty threads.