Ten golden rules
Run Build with AI, review the brand, and upload prices, policies, and FAQs before letting the AI loose on customers.
1 min readBasicUpdated on November 12, 2026
Video lesson coming soon. For now, follow the steps below.
- Step 1:
Teach before turning it on
Run Build with AI, review the brand, and upload prices, policies, and FAQs before letting the AI loose on customers.
- Step 2:
Short documents, one topic each
The AI finds the right answer much more easily.
- Step 3:
Test with real questions
Take 20 questions customers asked in the last month and test them in Test agents.
- Step 4:
Start in approval mode
and switch to automatic when it’s getting almost everything approved without changes.
- Step 5:
Close the gaps every week
Every unanswered question that gets answered is one less conversation for the team.
- Step 6:
Approve the memory
Memory suggestions only count after they’re approved. If you leave them sitting there, the AI doesn’t learn.
- Step 7:
Say who the AI should not serve
suppliers, team, family. It prevents out-of-context replies.
- Step 8:
Let the AI ask for help
A good handoff message and one person responsible for the queue are worth more than forcing the AI to answer everything.
- Step 9:
Run everything through Cognizy
The more conversations, meetings, and sales happen in it, the better the agenda, follow-up, and reports get.
- Step 10:
Ask Izy
Before looking for a screen, ask. Most of the time it solves it or takes you straight to the right place.
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