AI Customer Service Setup Workbook for UK Small Businesses

Inside this resource

Selected sections from the PDF contents. Open any section to read it in context.

1. 1. Decide what good customer service looks likePage 5 ↗
2. 2. Audit the customer questions you already receivePage 7 ↗
3. 3. Select a tool by capability, not by a sales demonstrationPage 10 ↗
4. 4. Set UK data, privacy and security foundations before you connect customer dataPage 13 ↗
5. 5. Build an approved knowledge base and a recognisable voicePage 17 ↗
6. 6. Design conversations and human handoffs before launchPage 23 ↗
7. 7. Run a controlled beta and make a release decisionPage 26 ↗
8. 8. Measure the full process and improve it deliberatelyPage 29 ↗
9. 9. Expand only when the first service is controlledPage 32 ↗
10. 10. Common failure modes and the better responsePage 33 ↗

Make it useful

1. Start with the contents and choose the section relevant to your current challenge.
2. Use the exercises and examples to build your own practical next steps.
3. Review your plan with the right people and qualified advisers where appropriate.

Educational guidance, not a promise of results. Use your own judgement and seek appropriate professional advice.

Part of your practical toolkit