— Public operating standard

The AI Intake Production Gate.

A go-live checklist for revenue-critical voice and digital intake systems, built around behavior rather than demo quality.

Use when

An AI receptionist or intake workflow is approaching pilot, after-hours launch, overflow deployment, or full production.

Required output

A decision-grade readiness review with owners, evidence, blocking failures, launch stage, and rollback conditions.

01

Validate the business boundary

Confirm the intents the system owns, the situations it must hand off, and the claims it is never permitted to make.

Evidence checks
  • Supported and unsupported intents are documented
  • Emergency and sensitive-case policy is approved
  • A human path exists during every launch stage
02

Validate knowledge and disclosure

Test approved answers against their sources and ensure recording, AI, privacy, and industry disclosures appear at the correct moment.

Evidence checks
  • Every material answer has an owned source
  • Unknown or stale information produces safe behavior
  • Required disclosures survive alternate conversation paths
03

Validate actions and integrations

Exercise every calendar, CRM, message, payment, and escalation write under normal, duplicate, delayed, and failed conditions.

Evidence checks
  • Writes are idempotent or protected against duplicates
  • Errors are observable and recoverable
  • The receiving operator gets the full conversation context
04

Validate difficult conversations

Run routine, ambiguous, emotional, noisy, multilingual, adversarial, and emergency scenarios with an explicit pass/fail rubric.

Evidence checks
  • Interruptions and corrections do not corrupt the state
  • The system refuses and escalates consistently
  • Latency remains acceptable in real phone conditions
05

Stage the release

Launch in the smallest environment that creates real evidence: shadow, after-hours, overflow, narrow intent, then full production.

Evidence checks
  • Rollback conditions and the rollback owner are explicit
  • Daily conversation review is staffed
  • Revenue, resolution, escalation, and error metrics are live
Related course

Understand the complete operating system.

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