AI Guide · 14 January 2026
What to check before adding AI to your contact centre
A checklist for safe, useful AI adoption in customer service teams.

AI in a contact centre can lift both CX and productivity - but only if the fundamentals are in place. Use this checklist before rolling AI out to live customer traffic.
Before you switch AI on
- Call recording enabled, consented and stored compliantly
- Clean queue and skill routing already working reliably
- CRM fields agreed for AI-generated summaries and tags
- QA framework that reviews AI outputs, not just agent calls
- Fallback path from AI to human clearly designed
Metrics to track from day one
- Containment rate (calls fully resolved by AI)
- Escalation rate and reason codes
- CSAT delta between AI-handled and human-handled contacts
- Average handle time and after-call work
Next steps
Talk to a specialist about how this applies to your business -book a 30-minute call.
