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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.

Free evaluation tool

Decide what “good” means before you test the AI.

Turn a task, desired result, and important failure modes into a practical rubric, test set, review rules, and stop conditions your team can challenge.

Build an evaluation plan

How it works

A demo shows possibility. An evaluation shows evidence.

Describe the real task, the result people need, and which errors matter. The builder turns that context into observable review criteria and cases that challenge more than the happy path.

It does not run a model, judge outputs, approve a system, or replace security, privacy, legal, accessibility, or domain review.

Build the plan

Start with the work and its consequences.

Describe categories and roles, not real customer, employee, confidential, regulated, or proprietary information.

01Define the task

Use a task-based name, such as “Support reply quality.”

Name a role or audience, not a person.

Include the starting information and the action expected.

Describe observable qualities and decisions, not “high quality.”

Examples: approved policy, product record, calculation, transcript, or subject-matter review.

02Name the failures
Which failures matter for this task?

Select every category the evaluation should challenge. If none are selected, the plan will include general quality checks.

What happens if an output is wrong?

Put one case per line. Use synthetic or anonymized descriptions.

03Define review

Name a role with the knowledge and authority to challenge it.

Include output quality, error patterns, human effort, and the effect on people or operations.

What it considers

Five parts of a useful evaluation.

  1. 01

    Task What real work must the output support?

  2. 02

    Evidence What can a reviewer verify?

  3. 03

    Failure Which errors matter and to whom?

  4. 04

    Coverage Which ordinary and difficult cases must be tested?

  5. 05

    Decision What permits continued use or requires a stop?