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GuideRun day one

Review your first conversations in Inbox

Use the first live transcripts in Inbox to confirm routing, answer quality, and the places where the rollout still needs guardrails.

Read a small sample deeply

The first few live conversations matter more than a large transcript pile. Read them end to end so you see how the agent opens, resolves, and escalates.

Look for friction: slow starts, unclear policy language, or turns where the customer asked something the knowledge base did not cover.

Label what went right and wrong

  • Correct answer with clear supporting context.
  • Correct escalation when the agent should stop.
  • Missing knowledge or a vague answer that needs cleanup.

Set a review rhythm for the first week

Daily review is enough for phase one. The important thing is consistency: identify what to fix, update the right Agent Builder section, and then verify the change in the next transcript sample. For recurring behavior gaps, capture the fix as a memory in Train.