MasterOS
AI for Customer Support
R3

Prepare Your Department's Sources

3 lessons · ~12 min

Estimated reading time.

Overview

Select relevant documents, establish which versions are current, and test whether AI finds the right information. Check answers against their sources and record missing or conflicting content.

  1. 1
    Prepare Sources for Customer Support Work
    ~4 min
    Select sources for a specific task, identify their owners, and test whether AI retrieves the applicable information.
  2. 2
    Choose the Applicable Document Version
    ~4 min
    Select the policy that applies to each case and update sources without losing history needed for review.
  3. 3
    Verify Claims Before Replying to Customers
    ~4 min
    Check each claim against the applicable source and keep verification notes separate from the customer reply.