The Agentic AI Blueprint

Deliver exceptional customer support at scale without sacrificing experience. Observe.AI’s Agentic AI platform combines AI speed with human empathy, unlocking new use cases and enabling teams to automate conversations, enhance collaboration, and gain valuable insights.

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Built on insights from 350+
real-world deployments

STEP 01

Diagnose: Where you are today

Everyone starts somewhere. Whether you’re working with IVRs or just getting started.

Track incoming calls by contact reason, starting with broad categories (L1) and moving to more detailed topics (L2–L3). This helps find patterns, gaps, and automation opportunities.
Leverage conversation intelligence to diagnose workflows and identify automation opportunities
Audit current response times, resolution rates, and agent capacity
Benchmark agent efficiency and customer satisfaction scores (CSAT)

STEP 02

Design: A human + AI support strategy

Design with intent. AI shouldn’t just deflect, it should resolve.

Map conversation types to best-fit channels: AI agent, human agent, or copilot
Define automation thresholds: where to fully automate vs. assist
Align on KPIs: containment rate, cost per contact (CPC), CSAT/NPS

Step 03

Deploy: Voice, Chat & Real-time AI Agents

Launch quickly with Observe.AI’s agentic workflows and pre-built integrations.

VoiceAI & ChatAI Agents: Start automating high-volume, repetitive conversations by identifying 2-3 key contact reasons
Real-time Agent Assist: Support human agents with real-time guidance during more nuanced conversations
Evaluations: Automatically score every interaction, AI and human, for quality, coaching and compliance

STEP 04

Optimize: Learn, Adapt, Scale

Analyze and evaluate AI and human agent performance, continuously:

Analyze AI and human agent performance continuously
Use feedback loops to fine-tune the agents
Expand automation coverage by adding new conversation flows, improving handoffs, and iterating quickly

Step 05

Measure: Prove ROI and Business Impact

Transform customer support from a cost center into a growth engine.

Track cost savings and containment rates from automation
Measure speed-to-resolution and CSAT impact
Quantify the impact on agent productivity and QA effectiveness
Connect support data to broader business outcomes (retention, upsell, and more)

Your AI Journey Starts Here

Observe.AI will help you evaluate your current situation, identify high-impact use cases, and outline a clear path forward—with a partner experienced in real-world AI implementation and delivering long-term value.