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Diagnostic

CX Systems Diagnostic

Find the source of customer friction across teams, systems, ownership, and handoffs.

Diagnostic

Lifecycle Risk Review

Learn which customer signals matter, who should respond, and what to improve before renewal risk becomes urgent.

Diagnostic

CRM Workflow Audit

Find where CRM workflows, data, automation, and ownership get in the way of customer work.

Free toolsBrowse all six

Free CX and AI Tools

Use six free tools to evaluate AI use cases, map handoffs, sort feedback, review CRM data, and plan service recovery.

Free tool

AI Use Case Stress Test

Identify readiness gaps, ownership questions, failure points, and the smallest useful AI test.

Free tool

CX Handoff Mapper

Map a customer journey across people, teams, and systems to find weak handoffs and missing owners.

Free tool

AI Evaluation Builder

Turn an AI task and its failure modes into a rubric, test cases, reviewer rules, and stop conditions.

Free tool

CRM Data Health Sampler

Review a CSV sample for missing values, duplicates, inconsistent formats, and fields that may not support the workflow.

Free tool

Service Recovery Planner

Turn a customer failure into a recovery plan with clear ownership, timing, communication, and follow-up.

Experience design

AI Customer Experience Design

Design AI experiences with clear roles, trustworthy context, human judgment, safe recovery, and measurable outcomes.

Customer problem

User Adoption Fatigue

Find why people verify, correct, or bypass a workflow, then fix the work before asking for more adoption.

Customer problem

Executive Misalignment

Turn competing priorities into a clear decision, accountable ownership, and a practical operating sequence.

Workflow guide

Salesforce Tracing

Follow customer work through Salesforce records, automation, ownership, handoffs, and outcomes.

Workflow guide

Cross-Functional Handoffs

Find where customer context, ownership, or urgency gets lost between teams and systems.

Workflow guide

Service Escalation Maps

Map the conditions, ownership, authority, context, and response needed before a service issue becomes a failure.

Workflow guide

AI-to-Human Routing

Design routing around clear boundaries, safe pauses, useful context, human authority, and accountable outcomes.

AI tooling

AI Copilot Design

Bring trusted context into real workflows, support better decisions, and keep people accountable for the outcome.

AI tooling

PII Scrubbing for AI Workflows

Reduce unnecessary personal data in AI workflows with clear boundaries, tested transformations, and accountable review.

AI tooling

Prompt Injection Controls

Reduce prompt injection risk with clear trust boundaries, limited permissions, enforceable policy, and adversarial testing.

Start here

Fit Check

Find out whether your customer experience, CRM, or AI initiative is ready for a useful next step.

Contact

Contact Matt Rabah

Share a customer experience, lifecycle risk, CRM workflow, or AI readiness problem and get a direct response.

Product · AI Experience

A confident answer is not the same as a trustworthy experience.

An AI assistant gives a polished answer based on an old policy. The customer acts on it, reaches a human, and has to explain everything again. The output looked good. The experience failed. AI Experience designs what people should expect, what the system can do, where human judgment belongs, and how the organization recovers when AI gets it wrong.

Where it breaks

AI friction starts when people cannot judge the system.

People need more than a fast answer. They need to understand why AI is involved, what it knows, what it can do, and where accountable human help begins.

01

People cannot tell when AI is involved

Generated responses, recommendations, summaries, routing, or automation shape the interaction without making the system’s role clear.

02

The answer sounds more certain than the evidence

Fluent language hides old sources, missing context, conflicting records, inference, or uncertainty that could change the decision.

03

AI stands between the customer and real help

People must repeat themselves, prove the system failed, or navigate another loop before reaching someone who can take responsibility.

What teams receive

Leave with an AI experience teams can own.

The outputs define the intended human relationship, the complete service path, the required controls, and how the organization will evaluate real use.

  1. 01

    AI role and experience rules

    The human need, intended benefit, AI role, exclusions, interaction rules, decision boundaries, accountable owner, and implications for delivery.

  2. 02

    End-to-end AI service blueprint

    The visible journey connected to data, models, tools, workflows, employees, policies, handoffs, exceptions, recovery, and operating dependencies.

  3. 03

    Interaction and handoff requirements

    Disclosure, context, evidence, uncertainty, controls, confirmation, accessibility, escalation, human support, continuity, and recovery behavior.

  4. 04

    Evaluation and governance plan

    Representative cases, quality criteria, experience measures, outcomes, review behavior, monitoring, complaints, incident triggers, owners, and review cadence.

How the experience moves

Follow the person from first expectation through recovery.

Test the complete situation, not just the AI response. The experience includes what happens before, during, and after the model produces an output.

  1. 01

    Expect

    Does the person know what AI will do?

    Need, channel, prior relationship, disclosure, AI role, expected benefit, alternatives, urgency, accessibility, and known limits.

  2. 02

    Interact

    Can the person make sense of the result?

    Response, choices, evidence, citations, uncertainty, correction, confirmation, refusal, accessibility, language, and interface behavior.

  3. 03

    Recover

    What happens when AI is wrong?

    Escalation, context transfer, complaint, correction, remediation, human support, incident response, customer outcome, and product learning.

What to examine

Measure what people experience and what the system causes.

A strong model score cannot prove the experience works. Evidence should connect the interaction to the data, workflow, human decisions, and real outcomes around it.

Human needs and expectations

Research, goals, context, mental models, trust, accessibility, language, prior experience, vulnerability, and the cost of misunderstanding.

Sources and model behavior

Data, retrieval, provenance, prompts, models, tools, variation, accuracy, groundedness, latency, refusals, limits, and prohibited outputs.

Customer and operating outcomes

Task success, effort, trust, access, fairness, service quality, resolution, capacity, rework, complaints, retention, risk, and unintended harm.

Trust should match the evidence

The goal is not to make AI feel human or earn blind trust. People should have enough information and control to judge the system’s role, limits, evidence, and the accountable organization behind it.

When it fits

Use AI Experience when AI changes a meaningful interaction.

This work fits when AI shapes how a customer, employee, patient, member, citizen, or partner gets information, makes a decision, completes a task, or receives support. It is not the right fit for a demo or an automation target that ignores accountability and recovery.

Start a fit check

Related paths

Choose the next step based on what is still unresolved.

AI Service Readiness Review

A use case needs a readiness decision across workflow, data, human oversight, safeguards, adoption, measurement, and implementation conditions.

Explore AI Service Readiness Review

Experience Foundations

Teams need shared customer, journey, ownership, service, and measurement decisions before defining AI’s role in the broader experience.

Explore Experience Foundations

Agent Copilots

The experience supports an employee or specialist with context, recommendations, bounded actions, and accountable human judgment.

Explore Agent Copilots