Metrics question

You have inherited a new strategic account and must choose the first customer-support workflows to automate in production. What prioritization framework would you use to decide where the agent goes live first, and which adoption, quality, and business metrics would you require before recommending expansion into additional workflows or channels?

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What this question tests

Tests building a prioritization framework for choosing first automated workflows in a new strategic account, and defining the metrics required before recommending expansion.

How to approach it

  1. Score candidate workflows on ticket volume, resolution complexity (low ambiguity preferred first), and business risk if automation fails, to find the workflow with the best value-to-risk ratio.
  2. Pick the first workflow as the one with high volume, low ambiguity, and low downside risk if the agent occasionally escalates unnecessarily.
  3. Define required adoption metrics before expansion: percent of eligible volume actually routed to the agent, and staff trust reflected in override or bypass rate.
  4. Define required quality metrics: resolution rate without escalation, and customer satisfaction versus the human baseline for the same workflow.
  5. Define required business metrics: cost per resolved ticket compared to the human baseline, and measurable impact on response time or backlog.
  6. Set explicit thresholds for all three metric types that must be met for a defined period before recommending expansion to the next workflow or channel.

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